Inputting a Trade on a Prospect Record

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 Trades tab in the Action Ribbon.

2. Type in the trade vehicle’s VIN into the VIN field.

3. Click the Appraiser dropdown.

4. Select the trade appraiser.

5. Type in the Mileage, Allowance, Payoff, and ACV into the appropriate fields.

6. Click the Class dropdown.

7. Select the vehicle class.

8. Type in the trade vehicle’s stock number in the Stock Number field.

9. -If applicable- Multiple trade vehicles can be added by clicking the [New Trade] button in the Trade tab on the left.

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

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