FinanceConnect | Options

Introduction

As part of the natural flow of your conversations with your customers, you would present Options to them that your Dealership has available to offer.

By clicking on the Options menu item in Finance, you will have access to the full range of Options available that have been integrated within the product.

Overview

On the right-hand side of the Options page is the Options Library, where all of your available Options are shown. If there are sub-menu's, these will show as right facing arrows that you can click to bring up the sub-menus. If there are no sub-menus, simply click 'Start' to begin processing the Options for your customers.

These are typically setup through the onboarding process depending on your available suppliers and your preferred setup, you could have:

• Calculators - Repayment Range
• Finance & Insurance Package menus - Finance and Insurance options you can present to your customers (as mentioned, these are configured during onboarding of the product)
• Cash Package menus - Cash options you can present to your customers (as mentioned, these are configured during onboarding of the product)
• Finance Score - Complete a Finance Score for your customer