1. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
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Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
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Session One: Introduction and Starting Finance Deals

2. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
WebEx Basics
Muting/Un-Muting
Text Chat
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3. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Training Manager Toolbar
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to Training
Center

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Hands-On Lab Toolbar
• Chat from Hands-On Lab using Notepad
– What happens if you use the in-HOL “chat” feature?
• Where to find the Hands-On Lab toolbar
Return to Hands-On Lab
Training Center “Chat” Feature

5. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Introduction and Starting Finance Deals
Objectives
• Understand how the Finance and Insurance (FIN)
system integrates with other applications
• Complete the functions of Sales and F&I Managers
in POWER
• Begin a quote deal
• Begin a real deal
• Look up a deal
• Convert a quote to a real deal and vice versa
• Display a list of all your open, closed, or posted deals

6. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Application Overview
Vehicle
Inventory
(VIN)
Sales
Prospect
Control
(SPC)
Name and
Address
(NAD)
Aftermarket
/
Chargebac
k (AFT)
Prospect #
Deal #
Forms
Builder
(FMB)
Finance and
Insurance (FIN)
Service
(SVC)
Household/
Driver
Tracking
(HHD)
Repair
Order #
Stock #
NAD #
Form #
Front-End
Management
(FRM)
Trade-ins

7. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Finance and Insurance System Overview
• The Sales Manager’s Functions
– Beginning the quote
– Converting to a real deal
– Printing the buyer’s order
• The F&I Manager’s Functions
– Marking we-owes
– Printing forms
– Marking delivery
– Closing the deal

8. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Hands-On Lab

9. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Quote Deal vs. Real Deal
Quote Deal Real Deal
Stock Number: 4600
Vehicle Status: Ready to Sell
Quote Deal
Jones
Quote Deal
Smith
Quote Deal
Wilson
Quote Deal
Patterson
Stock Number: 4600
Vehicle Status: Finance
Real Deal#
4600

10. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
My Deals
Choose to see deals
based on their status
Choose to see only original deals,
aftermarket/chargeback deals, or both
You can see deals where you are a specific salesperson, or
all your deals

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Please Stand By
Please stand by…

12. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Next Session’s Objectives
Deal Subscreens
• Check screen status and determine what
information is missing from a deal
• Identify the information contained in each deal
screen
• Enter information in deal screens
• Use Navigator Mode to complete screens
• Rate and book products using the Provider
Exchange Network

13. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Thank you for attending
Introduction and Starting Finance Deals
My email address:
My phone number: (800) 999-6348
My extension:
• For questions regarding POWER ‘Net classes please contact the
Software Education Department at sed@reyrey.com.
• For additional information please refer to http://support.reyrey.com and
select the Training menu. Then choose Catalog to see a list of courses
and times.