Adding a Lienholder to a Trade

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.

Trade Vehicle with Lienholder

Within the Prospect record:

1. Select the Trades tab in the Action Ribbon.

2. Select the trade to add the lienholder to in the left-hand tab.

3. Click the Lienholder hyperlink to open the Lienholder window.

4. Select an existing Lienholder from the Code dropdown.

-or-

1. Input the Lienholder’s Name, Address, Zip, City, State, and Phone Number in the appropriate fields.

2. Input the prospect’s lienholder account number in the Account # field.

3. Select/Input the Payoff Good Thru date.

4. Input the daily charge into the Per Diem field.

5. Click the Finance Type dropdown.

6. Select the payoff Finance Type.

7. Select the [Save] button.

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

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