![]() If you need additional information concerning the X Plans, please refer back to your X Plan Pricing website for complete details. A quote from the current MCA President on Februstates 'as long as the expiration date on your card is 60 days or greater away, you meet the X plan requirement. If you close your window or tab, you must re-access the site through the X Plan Pricing website to ensure that all eligible plan pricing is visible. What happens if I close this site before I’m finished? Contact your local dealer to determine their level of participation in the program and final vehicle pricing. X-plan gets you 2 off MSRP plus 275 in fees. ago X-plan can’t be invoice because invoice is MSRP and x-plan is definitely not MSRP. ![]() Also, some dealers may choose not to participate in X Plan pricing. My X-plan price was 54003 for CR1 including interior protection (worth 240) + doc fees + sales tax + plate fees StreetDare4129 4 mo. In addition, some vehicles, trims or options you select may not qualify for X Plans. Note: X Plan pricing information is not available on all Ford websites. Welcome X-Plan Participant Now you can view exclusive price savings on our Build & Price shopping tool. Ford Motor Company reserves the right to modify the terms of this plan at any time. See your Ford or Lincoln Dealer for complete details and qualifications. If you need additional information concerning the A/Z Plans, please refer back to your A/Z Plan Pricing website for complete details.Ī/X/Z Plan pricing, including A/X/Z Plan option pricing, is exclusively for eligible Ford Motor Company employees, friends and family members of eligible employees, and Ford Motor Company eligible partners. If you close your window or tab, you must re-access the site through the A/Z Plan Pricing website to ensure that all eligible plan pricing is visible. What happens if I close this site before I’m finished? Also, some dealers may choose not to participate in A/Z Plan pricing. In addition, some vehicles, trims or options you select may not qualify for A/Z Plans. Note: A/Z Plan pricing information is not available on all Ford websites. ![]() In the notes area of Xplan, the default view is to see only the file notes for the client, not the partner notes.Welcome A/Z Plan Participant Now you can view exclusive price savings on our Build & Price shopping tool. This is also useful for clients and partners generally. partner notes will be under partner even though the single entity no longer exists. When you merge a client and their partner, they will both have file notes from your previous, separate dealings with them saved against their profiles, e.g. Hack: Change the document note default view. It goes like this, one of your team merges a client profile with their partner in Xplan, and all of the file notes aren't appearing. It's a common problem we see the moment it happens, it strikes fear in any team member. Next, choose the fields that make your daily tasks and processes faster and with fewer steps. The last available option is 'Fields on Client Focus Title', and from here, you can select from a range of additional fields to have displayed. ![]() Compared to your previous approach, which was to click through several different data layers.įix: Head to the My Preferences section and choose 'Client Focus-Options'. Would you like to be able to see different information in the title bar?įor example, if you had particulars like Adviser, Client Category or the client's suburb underneath their name, it could mean a quick click to access the details you need. That means you would want the information you regularly use, front and centre. Changing your information title barįor team members moving in and out of the Xplan system, all day, every day, it's about making information quickly accessible. Your customers enjoy the convenience of online reservations, e-tickets and gift vouchers that they can all view and expand in their own account. It would be wise to leave the Deceased option unticked to prevent deceased clients from being identified in searches and then mistakenly used for mailouts, emails, or SMSs. Now, when you search for an entity in Xplan, the system will search through Client, Archived, Group Plan Members, Contact, Deceased, and Prospect categories. Fix: Head to the My Preferences section to set the Client Search defaults.
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