1. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
If you do not see a headset next to your name, please go to Audio >
Integrated Voice Conference > Join Conference.
Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
For audio help call the Reynolds and Reynolds Software Education Department at
(800) 999-6348 + FAC Code + 76282. Class will begin shortly.
Session Five: Finalizing a Deal & Additional Tools

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
WebEx Icon Bar
Annotation Tools

3. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Training Manager Toolbar
Return
to Training
Center

4. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
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
Finalizing a Deal & Additional Tools
Objectives
• Print forms
• Validate the buyer/co-buyer
• Mark a delivery
• Close a deal
• Re-open a deal
• Use display screens to find basic information,
financial data, dates, and comments on deals
• Create several quotes on the screen at the same
time
• Create aftermarket/chargeback deals

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

7. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Validation
VIN
SPC
CSH
FIN HHD
Creates history record
Prospect
Vehicle
Added
Creates a vehicle record
Added
Creates a driver
record
Validate
Creates a household
record where drivers
from a same HHD are
grouped together
Brings together a
driver with a vehicle
Prospect now becomes a head
of household or member
Begin a deal

8. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Prospect Multi-Quote
• Look at 18 different financial options on the
screen
• Print Multi-Quotes
• Start a Quote Deal from a Multi-Quote

9. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Aftermarket/Chargeback
• Can have up to 9 Aftermarket and 9
Chargeback deals for each FIN deal.
• HHD records are automatically updated
• Can run reports to see gross profit on
Aftermarket and Chargeback deals

10. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Please Stand By
Please stand by…

11. Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012Confidential & Proprietary Information of The Reynolds and Reynolds Company © 2012
Thank you for attending
Finalizing a Deal & Additional Tools
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.