Removing a Trade from 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. Select the trade to be deleted in the left-hand tab.

3. Click the black “X” located in the upper right of the screen.

4. Select the [Yes] button.

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