Michael Jordan opened their deal dashboard for the first time
2 min ago
Alex Rivera created a new deal summary for Kevin Pham
18 min ago
Warranty alert sent to Patricia Moore — expiring in 9 days
1 hr ago
Brenda Kowalski flagged as cancellation risk — 45 days no engagement
2 hrs ago
James Okafor clicked "How to file a GAP claim" — 3rd time this week
4 hrs ago
Customers
—
Reports
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Manager scorecard
F&I products
Deal log
Engagement
Products & Costs
Your F&I catalog and dealer cost by term. Costs drive profit and are never shown to customers.
Add a product
Team Management
Add, manage, or deactivate F&I managers at Lindsay VW of Manassas
Total Managers
4
Active
3
Deals This Month
47
Deactivated
1
Manager
Role
Deals Sent
Status
Actions
AR
Alex Rivera
alex.rivera@lindsayvw.com
F&I Manager
23 this month
● Active
MJ
Marcus Johnson
marcus.johnson@lindsayvw.com
F&I Manager
18 this month
● Active
TW
Tanya Williams
tanya.williams@lindsayvw.com
F&I Manager
6 this month
● Active
DK
David Kim
Deactivated Jun 3, 2026 · 47 deals reassigned to AR
F&I Manager
0 this month
○ Inactive
Add F&I Manager
They'll be an F&I manager at this store and will only ever see its deals.
✓ An invitation email will be sent to this address with a secure link to set their password. Once they set it, they can start sending deal summaries immediately.
Deactivate ?
Their login will be disabled immediately. Their existing deals will stay active for customers. Reassign their open deals below.
This updates the contact info on all their existing customer deal pages
They lose portal access immediately and their name comes off their customers’ recap pages. You can reactivate them later from this list — their deals must be reassigned now, and stay with the new manager.