Adding Employees to Outside Sales

Sales > F&I > Outside Sales

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Outside Sale.

2. Select the Outside Sale by clicking on the corresponding line.

Within the Outside Sales screen:

1. Select the [Employees] button in the Action Ribbon to open the 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. Select the [Save] button.

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