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Step 07
Presentation Walk Through

Once in the presentation, you have a multitude of features. We highly suggest to watch the link above as well as follow along in the steps below. There are a lot of features to take advantage of, so please be sure to understand the functionality of each one. 

1. PRODUCT __ Click directly on a product in any column. All of the information about that product will appear in the far right column. You will then see several options for display to your customer. There are several buttons at the top of the column. Please keep in mind, that each column works independently of the other. So as you change pricing or coverages, it will affect that product for that column only. This is very important when you and your customer choose a column and/or products. 
2. INFORMATION __ This will display the description that was set up in products. 
3. COUPON __ This will display the monthly, weekly, and daily amount for this product. You will also be able to access your coupons here if you wish to use them for this product in this column. 
4. RETAIL / PRICE __ The dollar sign will bring up not only your retail price of this product but all of the different coverages, terms, and surcharges. If you and your customer wish to adjust them simply click save in the lower right corner. The retail will change keeping your markup or profit intact
5. PDF DOCUMENTS __ Up to two of them will be where you access the PDFs you uploaded in products. 
6. WEBSITE __ A display of the website you uploaded in products. 
7. DISCOUNT __ As mentioned previously, the little round button in the upper left corner allows you to give a column discount if you wish, as well as adjust the finance terms in that column only. 
8. ACTIVATE PRODUCTS __ By clicking the little round button in the upper right corner of each product, that will either turn on or off the product in that column. When you do this, it will affect the vehicle above for that product and the payment below. 
9. COLUMNS __ Once you have gone over all products and your customer has agreed on which products they wish to purchase, you can turn them on/off in any column you wish. Please again remember that each column works independently of each other. This allows you to show different options in each column, but remember to select a column when choosing products with your customer. 
10. CART __ Then choose the little shopping cart in the column where you have made your choices as well as the finance term that applies. 
11. SELECTIONS __ You now have several different methods to have your customer sign off on the products and menu. 

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• Using the iPad, they can now just sign their name on the iPad, then tap save in the lower right corner. 
• If you did the presentation on your monitor, you can hand your customers your mouse and have them sign their names. We do NOT suggest this for several reasons. This is why when you built the menu we suggest you put in the customer's cell phone number. You can then hit the SMS button in the lower right and the customer will receive a text. This will instruct them to sign their name on their phone. We will capture that signature. We suggest when you do a couple of test deals, to send this to yourself. This way you can see what the customer will see and you can walk them through it. Especially if the customer is out of your office. 
• If you used a paper presentation, you can go back to the menu tab. Select SIGN on the upper right side. Choose which products and columns they selected. Then click SAVE. 
  • You will then see a pop-up saying “Thank You” and an option to close the presentation. Please click the close presentation and the system will automatically move you to the next step. 

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** We suggest purchasing an iPad/iPhone stylus pen. This allows you to click easily throughout your presentation, but also allows the customers to sign their name much easier too. This will help you get your deal funded a lot easier as well with a much more legible signature. ((Amazon Link))

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Step 06 - Presentation Overview

Checklist Menu

Step 08 - Contracting