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Importing a Deal

Navigate to Sales > F&I > Sales Desk or Deal

  1. Click the [Deal Import] button in the Action Ribbon to open the CRM specific window.

  2. Input the CRM Deal number and click [Import].

  3. Select the customer information to use from the Verify Customer window.

    1. Click the magnifying glass to look up a VUE customer record if needed.

  4. Click the [Import] button to create a new Sales Desk in a new browser.

     

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