Add a Comment to a Deal, Prospect, or Customer Record

Sales > F&I > Deals

Filter/Sort and select a Deal from the Primary Grid.

Within the Deals screen:

1. Click the [Comments] button in the Action Ribbon.

Within the Deal Comments window.

2. Input the comment to the Deal tab.

3. Click the [OK] button.

4. Click the [Save] button in the Action Ribbon.

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