Step 1: Turn on dealers
In the Dealers section:- Turn on the Enable dealers switch.
- Click the Manage dealers… row.
Step 2: Add your dealer list
Inside the dealers panel:- Enter dealer name.
- Enter dealer email.
- Click the Add a dealer button for each extra dealer row.
- Click the Save dealers button.
Step 3: Verify in the live widget
- Open a live page where your widget is installed.
- Open the quote form.
- Confirm the dealer selector is visible.
- Submit a test quote with a selected dealer.
How quote emails are sent to dealers
When Enable dealers is on and a visitor selects a dealer in the quote form:- Your main quote inbox still receives the quote.
- The selected dealer also receives the quote.
- Only your main quote inbox receives the quote.
If the dealer selector is not visible
- Confirm Enable dealers is turned on in Quoting.
- Confirm at least one dealer row is saved.
- Confirm your plan includes dealer selection feature access.
- Reload the live widget page and test again.
Dealer selection in the quote form depends on your plan and feature access.