Using Customer Manager

The ‘Customer Manager’ page allows your dealership to manage deals more easily from a single glance by grouping all deals for a single customer together.

There are five status icons that represent the status of the deal. Hover over an icon to learn the definition of the status icon. You can also click the ‘Show/Hide Legend’ at the bottom of the page for status definitions of un-submitted deals.

Use the ‘Edit/More’ button next to the applicant to quickly run credit reports or view a credit report summary (1).
After a credit report has been run, a ‘Credit Report Ran’ icon will be shown next to the applicant’s name, allowing you to easily locate the credit bureau pulls within one location (2).

Click the ‘Camera’ icon to view the Decision Snapshot (3), with which you will be able to compare the customer’s deal details without having to navigate between different tabs to collect and access the information.

Clicking on the customer’s name will direct you to the credit application (4).