Deals
Search clients and manage every deal.
Find a past client, a credit pull, a dead deal, a closed deal, or the pending deals that need attention.
Matching Clients
Shows credit-only clients plus current and past deal history.
Deals
Find a past client, a credit pull, a dead deal, a closed deal, or the pending deals that need attention.
This is a draft only. Unit Navigator never sends it and does not save it. Review and edit it, then copy it or open it in your own email app and send it yourself.
Tracks what this deal still needs. Status only: documents are not stored here and nothing is sent to the customer.
Automatic reminders list only the outstanding item names. They go out only with the customer's consent, when the dealership has turned the channel on.