Step 2: Entering Buyer Information

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Step 2: Entering Buyer Information

 

The system collects and tracks customer information on each vehicle's buyer and co-buyer, as well as the vehicle's titled owner and co-owner.

Multiple tabs divide the entry screens into logical sections for easy data entry.

In the Buyer Information tab, there are two sub-sections for customer information:

Buyer Information: contains demographic information about the buyer and co-buyer.

Title Information: contains information displayed on the title of the vehicle being purchased (often the same as Buyer Information). This sections allows for the alteration of title information, such as switching the Owner and Co-Owner.

Toggle back and forth between these two sections by clicking the tabs displayed just above 'Primary Buyer' as shown below.

ProcessDeal_BuyerInfoTop

 

For more detailed instructions about entering buyer information, click on the links listed below:

 Entering a New Customer

 Recalling a Previous Customer

 Entering a Business Customer

 Delivery Information

 Title Information

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