Attaching Employees to a Prospect

 

 

Sales > F&I > Prospects

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Prospect.

2. Select the Prospect by clicking on the corresponding line.

Within the Prospect record:

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

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