Adding a Cobuyer

Sales > F&I > Prospects

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Prospect.

2. Select the Prospect by clicking on the corresponding line.

Within the Prospect record:

1. Select the Cobuyers tab in the Action Ribbon.

2. Input the Co-buyers information.

3. -if applicable- Multiple Co-buyers can be added by clicking the [New Cobuyer] button in the Cobuyer tab on the left.

   Note:  Contact Support to arrange for custom forms programming if you want the ability to print Multiple Cobuyers on forms.

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

 

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