Creating a Deal and Starting a Recording

Step 1 — Create a new Deal

1. In the left sidebar, click Deals.

2. Click + Create New Deal at the top left.

Figure 1 — Click + Create New Deal from the Deals list.

Step 2 — Fill out the Deal details

1. Complete the required fields (marked with a red asterisk):

   • Customer Name*

   • Deal Number*

   • Car Type* (e.g., New/Used)

   • Deal Type* (e.g., Cash/Finance/Lease)

2. (Optional) Add VIN and Vehicle Name to keep paperwork and training reports organized.

3. Click Create New Deal.

   

Figure 2 — Enter required fields, then click Create New Deal.

Step 3 — Start the recording from the Deal

1. After the Deal is created, you’ll land on the Deal page.

2. Click Start Recording.

3. When your browser prompts for mic access, click Allow.

4. Conduct the session. When finished, click Stop (or end the session) to save it to the Deal.

Figure 3 — On the Deal page, click Start Recording to begin.

What happens next?

• The recording is attached to this Deal.

• Transcription and compliance/skills checks (shown in Live Deal Assistant) will populate after processing.

• You can review, add notes, and share the recording with a coach or manager from the same Deal page.

Troubleshooting

• Start Recording is greyed out or missing
  You may not have permission to record. Ask an admin to grant Recordings: Create access.

• No audio captured
  Ensure the correct mic is selected in your browser/system settings and that the tab has permission to use it.

• Browser won’t allow mic
  Try Chrome or Edge, disable strict tracking blockers for this site, and ensure you’re not in a hardened/incognito profile that blocks media.