In our latest release, we have developed a new “Presentation Form” that the F&I Manager can utilize in conjunction with their Menu and Product Disclosure. The new “Presentation Form” is a way to review the products offered before a menu is printed. On the right hand side of this form, there is an open area for the F&I Manager to make notes when talking to their customers about the benefits of the products offered.
If you would like to utilize the new “Presentation Form” at you dealership, please call one of our Customer Support Specialists at 260-755-3224 and they will activate it for you and your dealership. After the form is activated for you, you will see a new button right next to your “Print Menu” and “Print Disclosure” buttons that says “Presentation Form.” By simply clicking on the new button, you will have the brand new “Presentation Form” available to use for every customer!