Selecting a Lender (Sales Desk)
Sales > F&I > Sales Desk
Inside the Primary Grid:
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Filter/Sort the primary grid to locate the Sales Desk.
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Select the Sales Desk by clicking on the corresponding line.
Within the Sales Desk screen:
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Click the Lender dropdown.
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Select the appropriate lender within the dropdown.
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Select the [Yes] button to apply this Lender’s defaults for this scenario.
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Select the [No] button to continue without importing the defaults.
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Click the [Save] button in the Action Ribbon.