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Step 06
Presentation Overview​

Presentation Overview​

When the presentation opens you should see 4 separate columns of info (depending on if you changed how you wish the menu to look in settings). Starting with the far right column you have all of the deals base info. This allows you to confirm it all with your customer. There are also 2 boxes to change the Days to 1st Pay and add any additional money down if the customer chooses to in the presentation. This way you can do it all right from here.

​At the top of that 4th column, there are a few round little buttons. The first one starting from the left has a little “I”. This will bring you back to the starting point of this column and the base info you see here. 

1. FEES __ All the fees that pull in from the DMS if you want to review with the customer you can do so. 
2. KELLY BLUE BOOK __ All the Kelly Blue Book data for the vehicle. This is invaluable when selling either maintenance or especially a service contract. If you don’t see that button, it's because of the age or type of vehicle you are selling, and may not be eligible. 
3. NOTES __ Tap the little pencil button to scribble notes in the box. Clear it and do it all over again. Great way to test those art skills…
4. PAYMENTS __ Toggle the payments on and off in the presentation. This is a great tool. It gives you the ability to go over all your products build value and talk about the benefits of them. This way your customer will be hearing you and not staring at the payment. 
5. COLUMNS __ The other three columns are the three columns you set up in the configuration. Notice the badges again. Not only can you change the wording in them, but you can change the color. All available in your setup. (Step 1)
6. PRODUCTS __ Now in each column are your products. You can have up to 8 products in a column. the 4th column “ You May Also Like” for 3 more. I will refer to that column below. 
7. TERMS __ The terms are below and if you added a second one it is there too. 
8. ACTIVE PRODUCTS __ When it comes to the products, if they are bold with a little green button…it is on. It is on, in the vehicle, and in the payment. If it is white with a greyed-out button, it is off. 
9. DISCOUNT __ In the upper left corner of each column is another little circle button. This is where you can give a column discount as well as change the terms of finance for that column only.

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Step 05 - Build Rating

Checklist Menu

Step 07 - Presentation Walk Through