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Adding local Rebates and Incentives to quotes

To add local rebates and incentives to a quote us the following steps:

Navigate to your settings, then to Your Packages, Incentives

 

Screen Shot 2024-08-21 at 1.11.45 PM

 

When quoting you can add incentives to the batter section of the quotes using these fields:

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Rebates will show up on quotes in this format:

Screen Shot 2024-08-21 at 10.25.45 AM

 For any additional help setting up these packages, reach out to your PSM.