|
<< Click to Display Table of Contents >> Importing from Mid-Atlantic Finance |
  
|
|
<< Click to Display Table of Contents >> Importing from Mid-Atlantic Finance |
|
Deals that are started in the Mid-Atlantic Finance portal can be imported into Frazer. Importing leads, as opposed to rebuilding deals, is quicker, easier, and avoids the hassle of potential errors due to double entry.
You will not actually use Frazer to create the prospect OR manage the deal until the sale is imminent. Once the deal is imminent you will send the deal to Frazer from within your provider's portal.
To import a deal from Mid-Atlantic Finance, simply navigate to Sales > S-L Leads.
Once a customer is selected you can use the "Review Lead" button to make sure all of the information entered is accurate.
Frazer breaks down the prospect into 5 tabs. Click on the tabs below to learn what's on each one!
The tabs are self-explanatory, just tell me how to add the prospect!
The summary section will give you minor Buyer / Co-buyer information as well as any vehicles that the customer(s) is interested in. This screen will also provide some trade information as well.
The Vehicles section will give you information about the vehicles that you've been working with when talking to the customer. You also have the ability to "find a vehicle" from inventory if the given vehicles from your CRM provider have changed.
This screen allows you to select trade vehicles that were previously entered into MAF's portal and apply them to the prospect.
This screen allows you to view the Buyer's information.
Once you've verified the information (don't worry you will be able to change it in the Frazer prospect screen if something is minor), you can click on "Create Prospect".
This will push the deal to the "Enter Sales" screen and will automatically save a prospect for you. From here you can manage the deal and the paperwork as you normally would inside the Frazer Program.
