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Create trade-in records, folders, and emails for follow-up

Create trade-in records, folders, and emails for follow-up

When trade-in inquiries arrive unstructured, your sales reps and inventory manager spend extra time creating folders and copying evaluation files. It creates folders and logs trades for same-day review.

Create trade-in records, folders, and emails for follow-up

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Overview

Manual trade-in intake creates friction: folders get missed, checklists are inconsistent, and scheduling stalls. This flow captures each submission, builds the customer folder, copies the evaluation checklist, and logs the trade-in so your sales staff can book inspections the same day.

Create trade-in records, folders, and emails for follow-up