F&I > Prospects

Viewing the Service History of a Trade Vehicle

Sales > F&I > Prospects

Inside the Primary Grid:

  1. Filter/Sort the primary grid to locate the Prospect.

  2. Select the Prospect by clicking on the corresponding line.

Within the Prospect record:

  1. Select the Trades tab in the Action Ribbon.

  2. Select the trade to be viewed in the left-hand tab.

  3. Click the vertical ellipsis in the upper-right of the screen.

  4. Select the Service History option.

  • Service History will only report the Dealership’s Service History with the vehicle.

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