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      1. Dominion DMS Help Center
      2. Sales Module
      3. F&I > Sales Desk

      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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