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The Buy & Sales Desk

A Visual Way to Manage Buying & Selling Wholesale Listings

David avatar
Written by David
Updated over 3 months ago

🎛️ The Sales Desk and Buy Desk are kanban-style dashboards that give your team full control over the wholesale offer and connection process.

📈 They visualize every step of the deal flow — from initial offer to active connection — and allow you to take action directly from each column.

⚙️ Whether you're fielding incoming interest or pursuing inventory, these desks keep everything organized and actionable.

🏷️ Sales Desk

For managing offers received on your dealership’s listed inventory.

  • Offers Received
    View all incoming offers from interested buyers.

    • Top 5 offers are displayed under the unit card

    • Click View More to see additional offers

    • Click a unit card to open listing details

    • Click the Offer Menu (three dots) to connect, reject, or review the offer

  • Awaiting Buyer Confirmation
    Displays offers you’ve chosen to connect with — now waiting on buyer approval.

    • Use this column to track who you’re waiting on

    • If needed, you can rescind your connection invite from the Offer Menu

  • Active Buyer Connections
    All live connections with buyers

    • View contact info, deal terms, and shared details

    • Use this space to follow up and finalize deals

    • Closing the connection will remove it from this column

💲 Buy Desk

For managing offers you’ve submitted on other dealers’ listings.

  • Submitted Offers
    All wholesale offers your dealership has submitted

    • View current rank (Top 5 or Not Top 5)

    • Update offer amount or rescind anytime

    • Use filters to quickly find expired or pending offers

  • Confirm to Connect
    Sellers who liked your offer and invited you to connect

    • Click Confirm to reveal their contact info and move to the next step

    • Or Decline if you’re no longer interested

  • Active Seller Connections
    Listings where you’re actively connected to the seller

    • Use this area to negotiate, finalize payment, and share delivery info

    • Connections can be closed by either party

🧰 Managing the Deal Flow

Both desks support full offer lifecycle management:

  • Use the Offer Action Menu (three-dot icon) to:

    • Connect or invite

    • Rescind or decline

    • View contact info

    • Close a connection

  • Moving offers between columns updates their status automatically

  • Offers and connections will persist across sessions for full visibility

❌ Closed Offers

To view closed or expired offers:

  • Click Closed Sales Offers (Sales Desk)

  • Click Closed Buy Offers (Buy Desk)

  • These tabs include a quick summary and reason for closure

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