Finance Form - Role Management

Role Management - Finance Form (F&I Form)

Role Management - the Finance Form section on a Lead, will only be available will only be available to users with the 'F&I Form Role’
  1. Role is  Yard based - the Form will only display for Leads that match this Yard
  2. Role has Managers - Managers can approve the Form and convert he Quote to actual Finance, non managers cannot approve or convert the Form. 
  3. Role has notifications - Email,  SMS and In App Notifications