Copy Group Template

1. From the main screen, click on the tab. The F&I Menu Templates list will appear.
2. Click on the tab. The F&I Group Templates list will appear.
3. Locate and click to check the small checkbox preceding the group template you want to copy.
4. Click on the button. The F&I Group Builder screen will appear, as in the example below:

   Note that the word "Copy" has been added to the end of the name in the Current Group field. This is a copy only and will not affect the original group template on which it is based.

   

5. Edit the group template, as desired.
6. To save your changes to this group, click on the button. You will be returned to the F&I Group Templates screen.

   OR

7. To cancel and discard any changes, click on the button.