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Flag Your ReportsDid you know you can flag your notes in the deal screen? STEP ONE- Click on “Notes” tab in the active deal screen. Enter desired text. STEP TWO- Click the “Back” button …

Creating Commissions Reports This month we are going to show you how to track and create commissions reports for your F&I sales. You can use Quantech F&I to create specific reports for individuals or for the entire department. These reports can be used for your weekly sales meeting, monthly statistical reports or even annual departmental reports. Here’s how… …

Customize your Thank-you LetterDid you know we would be happy to customize your Thank you letter?... Here’s how. Step #1 - Create the Thank-you letter you would like us to program into your software in a word document. Step #2 - Send the document as an attachment …

Export Customer DataDid you know you are able to export your customer data into text files that you can analyze? Here's how... Step #1 - From the Home page, Click on "Contacts" Tab". Step #2 - To export all contacts - Click on "List Contacts" button (bottom right corner)…

Estimating a Lien PayoutDid you know you are able to quickly calculate an estimated lien payout on a trade without having to contact the customers bank?... Let me show you how. Step #1 - From the Deals screen (in edit mode), click on the blue arrow pointing to the lien field in the deal input column on the left. This will bring up the lien…