Adding a Salesperson or Sales Manager to a Sales Desk (Sales)

Sales > F&I > Sales Desk

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Sales Desk.

2. Select the Sales Desk by clicking on the corresponding line.

Within the Sales Desk screen:

1. Click the [Employees] button in the Action Ribbon to open the Deal Employees window.

2. Click the Select dropdown under the Employee section and choose the appropriate employee. If multiple employees are needed, select the plus icon next to the respective position to add a new line.

3. Click the [Save] button in the Deal Employees window.

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

· All splits must total 100%.

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