You choose the profile as you are working deals from the drop down menu next to the Calculate button on the Menu screen.

Step 1: Navigate to Settings by clicking on the three lines in the top right corner of the screen and clicking on Settings.

 Step 2: Click on Profiles to open the Profiles editor. To add a new profile, use the fields at the top of the editor. Begin by entering the name of the new profile in the Name field. The Code field refers to the nickname of the profile. For example, if you are creating a profile to be used for new car deals, the nickname could be NEW. Click the check box under default if you want for this profile to be the default profile.

Step 3: Enter the financing information that you want to be defaulted in the profile. Be sure to click the bubble next to the type of financing information you are entering, whether its for retail, lease, or balloon. If you do not want the financing option to be available in the profile, click the bubble next to Disabled. When you are finished, click on the Save button.

Edit a Profile

Click on the profile in the list. The profile will highlight and the information will appear in the fields at the top. Edit the profile as necessary. When you are finished, click on the Save button to save your changes.

Delete a Profile

Click on the profile in the list. It will highlight and the information will appear in the fields at the top. Click on the Delete button. A box will appear asking you to confirm the deletion of the profile. If you wish to move forward, click on OK. NOTE: Profile deletion is permanent.

You can return to the menu at any time by clicking the Return to Menu button in the top right corner.

Did this answer your question?