How to Quote

Follow the Steps to Quote a Deal from a contact

1. Go to Search > Type the name / Response code (preferred) > Click the Contact

2. From the Contact Screen > Add Asset either Home or Vehicle

a. If Vehicle, add the VIN and click the Decoder button to populate the fields

b. If Home, verify the address and square footage have been added

3. Click the quote icon

4. Choose the Plan

    a. Set the Total Cost

   b. Set the Total Down

    c. Add the Payment Method 

            > Verify all card numbers have been added, click the save disk to add the card

   d. Verify the Amount box (located under Total Down) has the designated payment value, click save to take transaction

   e. Verify the Finance Months, payment source and start date are correct

   f. If the total Down Payment has been approved, click the Sell button