Floorplan companies are entered in the CRM module, then selected and used in the Unit Inventory and Deal Desking module.
- Open the CRM module.
- Click the “Add New Contact” button in the CRM module to the left. This will clear the screen and display blank fields to enter in the company information.
- Check the Company box.
- Enter the company information. You will notice that the CRM will filter for any duplicate profiles that are already in the system in real-time. The Duplicates tab prevents duplicate entries in the system.
- Once the company's information has been entered, click the “Save” button to reveal all the tabs that can be customized.
- Select the AP Info tab.
- Check the box to mark the company as a Floorplan Company.
- Choose to Save.