F&I > Prospects
      Back to home
      1. Dominion DMS Help Center
      2. Sales Module
      3. F&I > Prospects

      Adding a Prospect

      Sales > F&I > Prospects

      Inside the Primary Grid:

      1. Select the [New] button within the Action Ribbon.

      2. Input the Prospect’s name in Last Name, First Name format.

      3. Select [Create] – the system will search the customer database for an existing customer to convert to a prospect.

      4. If an existing record is not found, select the [Create] button again.

      -or-

      Click the magnifying glass and search/browse for an existing customer to be used.

      Did this answer your question?