Selecting a Lender (Sales Desk)

Sales > F&I > Sales Desk

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Sales Desk.

2. Select the Sales Desk by clicking on the corresponding line.

Within the Sales Desk screen:

1. Click the Lender dropdown.

2. Select the appropriate lender within the dropdown.

3. Select the [Yes] button to apply this Lender’s defaults for this scenario.

-or-

1. Select the [No] button to continue without importing the defaults.

2. Click the [Save] button in the Action Ribbon.