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Figuring a Deal_V2

This video provides a quick overview of enhanced deals in IDMS.

  1. From the left navigation pane, click the Deals icon and choose Figure a Deal.

The Figure a Deal page opens.

  1. Complete the fields as you would when working on a worksheet.

The Apply button appears when you change field information.

  1. Click Apply.

Payment information is calculated.

To convert to a deal

  1. Click Convert to Deal.

The Select Applicant pop-up window opens.

  1. Enter acceptable search criteria, and click Continue.
You are required to enter either the social security number in the SSN field or at least a first initial in the First Name and Last Name fields.
  1. Choose or add the applicant. See Adding a Retail Deal for details on adding a new applicant.

The Deal page opens.