|Dashboard||It houses all platform features and is the first page you see when logged in.|
Located on the left-hand side of the platform, it quickly takes you to where you need.
|Welcome banner||Located at the top of the dashboard, it has your name and that of your company on it.|
|Leads||A draft finance application.|
|Proposals||A completed finance application sent to a lender.|
|Dealer Accessories||The 'Dealer Accessories' tile enables you to add dealer accessories to the vehicle. You can add multiple accessories by clicking the ‘Add Accessory’ button.|
The Cost Breakdown tile breaks down the payment for the vehicle.
The total of the dealer accessories will be situated in this area along with any dealer discount.
There are fields available to adjust the price and add costings such as delivery.
When the 'Deal Selector' tile is clicked, you are presented with a visual graph.
The graph holds all of your finance products and offers available based on the quote information entered by monthly payment and term, enabling you to compare to one another.
|Print: (not active)||The 'Print' tile gives you the ability to print any or all of the quotes you have created.|
|Email Remote Apply: (not active)||The 'Email' tile gives you the ability to email any or all of the quotes you have created to a customer.|
|Details||The 'Details' tile shows a breakdown of the quote details in a single page view.|
|Comparison||The 'Comparison' tile enables you to compare different finance quotes by finance products.|
|Create New Quote||The 'Create New Quote' tile enables you to create a new quote for a new customer quickly.|
|Quote History||The 'Quote History' tile shows all previously saved Quotes in a given session.|
|Save||The 'Save' tile allows you to save the quote to return to it from the leads page at a later date.|