Major Workflow Training

Major Workflow Training

Major Workflow Training

Major Workflow Training

This guide will take you through adding a car, publishing it, selling it in a BHPH deal, collecting a payment, servicing the account, and reviewing reporting. The goal of this is to cover the mission critical workflows. It will not cover every workflow.

This guide will take you through adding a car, publishing it, selling it in a BHPH deal, collecting a payment, servicing the account, and reviewing reporting. The goal of this is to cover the mission critical workflows. It will not cover every workflow.

This guide will take you through adding a car, publishing it, selling it in a BHPH deal, collecting a payment, servicing the account, and reviewing reporting. The goal of this is to cover the mission critical workflows. It will not cover every workflow.

This guide will take you through adding a car, publishing it, selling it in a BHPH deal, collecting a payment, servicing the account, and reviewing reporting. The goal of this is to cover the mission critical workflows. It will not cover every workflow.

This guide will take you through adding a car, publishing it, selling it in a BHPH deal, collecting a payment, servicing the account, and reviewing reporting. The goal of this is to cover the mission critical workflows. It will not cover every workflow.

Inventory
Inventory Overview
Use Active Inventory page for make-ready view.
Use inventory list to search
Inventory
Adding Expense From Phone
Click on the vehicle, scroll down to the bottom, click Add Expense
Inventory
Adding and arranging images
Click on the Website Listing and then Upload Images
Deals
Desking an in-house finance deal
Deals
Quick Deal Creation and Conversion
Deals
Creating Form Packs
Deals
How to unbook a deal with payments
Deals
Posting a down payment
Accounts
Editing Late Fees from the Ledger Card
Accounts
Changing application of payment
Accounts
Adding Insurance and CPI
Accounts
How to add
a Sidenote
Accounts
Using the Promise to Pay Feature for Future Payments
Accounts
Waive a Late Fee
Accounts
View how payment was applied
Accounts
Printing Repossession Documents
Accounts
Charge Off, Pay Off, or Mark As Waiting
Reporting and control
Reconciliation
Reporting and control
Saved Views

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© 2024 LeftLane Software Inc

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900 E Pecan St Suite 300-194
Pflugerville, TX 78660-8049

Email:

support@leftlanesoftware.com

© 2024 LeftLane Software Inc

Stay up-to-date with the latest updates

Subscribe to our newsletter for release updates and blog posts.

900 E Pecan St Suite 300-194
Pflugerville, TX 78660-8049

Email:

support@leftlanesoftware.com

© 2024 LeftLane Software Inc

Stay up-to-date with the latest updates

Subscribe to our newsletter for release updates and blog posts.

900 E Pecan St Suite 300-194
Pflugerville, TX 78660-8049

Email:

support@leftlanesoftware.com

© 2024 LeftLane Software Inc

Stay up-to-date with the latest updates

Subscribe to our newsletter for release updates and blog posts.

900 E Pecan St Suite 300-194
Pflugerville, TX 78660-8049

Email:

support@leftlanesoftware.com

© 2024 LeftLane Software Inc

Stay up-to-date with the latest updates

Subscribe to our newsletter for release updates and blog posts.

© 2024 LeftLane Software Inc