Adding Employees to Outside Sales
Sales > F&I > Outside Sales
Inside the Primary Grid:
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Filter/Sort the primary grid to locate the Outside Sale.
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Select the Outside Sale by clicking on the corresponding line.
Within the Outside Sales screen:
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Select the [Employees] button in the Action Ribbon to open the Employees window.
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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.
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Select the [Save] button.
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Select the [Save] button in the Action Ribbon.