Swapping a Cobuyer / Buyer
Sales > F&I > Deals
Inside the Primary Grid:
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Filter/Sort the primary grid to locate the Deal.
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Select the Deal by clicking on the corresponding line.
Within the Deal:
3. Click on the customer name hyperlink to open the Prospect record in another tab.
Within the Prospect record:
4. Select the Cobuyers tab in the Action Ribbon.
5. Confirm and Input the Cobuyers information.
6. Select [Save] button in the Action Ribbon.
7. Select the [Swap] button at the bottom.
8. Click [Yes] when prompted to "Swap this Cobuyer with the Buyer?".
9. Return to the Deal and refresh the screen.
**Be aware, that when you swap a Buyer and a Cobuyer:
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The cobuyer will assume the buyer's customer number.
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Any vehicle record attached to the buyer will now be listed as "owned" by the cobuyer.
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The original buyer is no longer in the system as a customer or owner of those vehicles.