F&I > Deals

Select Buyer vs. Co-Buyer for Titling

Sales > F&I > Deals

Filter/sort and select the Deal by clicking on a line in the primary grid.

Within the Deal:

  • Click on the Customer hyperlink label to open the Edit Prospect window.

  • Use the dropdown to select the Primary Title Party.

  • Use the dropdown to select the Second Party.

  • Click the [Save] button.

HS 686943352

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