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Converting a Sales Desk to a Deal

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 Customer field and input a prospect.

  2. Click the Vehicle field and input a stock number.

  3. Click the Make Deal hyperlink.

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

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