Finance applications can be completed through the dealer website. The financial information collected will populate the fields in the lead information. The following steps are used to review or input the information from Lead Manager:



Navigate to the Dashboard.


Select the Customer Search tile under the "Customers" tile set.






Search for the customer's name in the "Search Customer Name" field and press the return key for results. If the customer does not already exist, click Add.



NOTE: You may also search by VIN or partial VIN by typing V: followed by the VIN or partial. Searching is enabled for phone numbers as well.





Select the customer from the returned results.


Select the Financing tab from the left hand navigation.       


Fill in the form with the necessary information. 


Click Save.















                    Not finding what you're looking for? Contact DX1 support at 877-944-6766 or