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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.

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