Discover the learning path that’s right for you

Rearranging and Renaming Forms

Autosoft -

The system allows you to rearrange and rename the forms in your system. This allows for easy retrieval to help speed up deal time. You can also control the number of copies that will print for each form. 

Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.

Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.

Step 3. Select Forms from the Sales options menu. The Forms screen will open. The Select Form Type field in the upper-left corner of the screen allows you to choose from Deal or Prospect. The system defaults to Deals. 

forms_setup.png

Step 4. Forms can be rearranged by clicking on and holding the three stacked lines in the far left column of the form's line as you drag it to the new location in the list or by changing the number in the Order column. 

Step 5. To change a form's copy count for printing, click in the form's Copies field and either type a new quantity or use the up and down arrows to increase or decrease the quantity. 

Step 6. To change how the form will be listed on the Deal Forms screen, type the new name in the form's Display Name field.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk