Before starting a new deal, review the settings in 'New Deal Defaults'.
➢Default settings for common fields can be set using this function.
➢Access this function from the list on the far left side of the screen.
To begin a new deal, click the New Deal button. You can also click on File in the menu bar and select New Deal from the drop-down menu.
The system will activate the 1-Financial Calculations' tab at the top, clear all fields on the screen, and prepare to process a new deal.
Begin by entering information in the 'Preliminary Information' section:
➢Fill in the information from top to bottom. Completing the steps out of order may cause unpredictable results or loss of some important information such as vehicle pricing or costs.
➢Detailed instructions for completing these fields can be found in the Help manual under their respective topic headings in the table of contents.
