Selecting the Deal Type

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 Deal Type dropdown on the left of the screen, next to the Customer field.

2. Select either the Cash, Finance, or Lease option in the dropdown.

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

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