🔧 Navigation Nation
(navigation and basics)
(navigation and basics)
This icon allows you to access all functions in Tekion.
What is the Application Grid?
What do you click to start a new deal?
What is “Create Deal”
This screen is used to apply payments to open items.
What is the Cashiering screen?
What module do you use to present products to the customer?
What is Menu Presentation?
Where do you reset your Tekion password?
What is the User Profile menu?
What takes you back to the main Tekion Screen?
What is Tekion Logo?
Where can you view the audit trail of updates to a deal?
What is the Activity Log?
What is the term for combining all taxes, fees, and aftermarket into one payment?
What is “All-In” desking?
What happens when you mark a deal as “Contracted”?
It locks pricing and moves it into post-sale processing.
What does TCP stand for?
What is Tekion Certified Professional?
Which icon lets you see recent activity and jump back into a workflow?
What is the Clock icon?
What action must you take before moving a deal to F&I?
What is Complete the Deal Structure / Desk the deal?
What tool lets you instantly compare lease, finance, and cash scenarios?
What is Deal Comparison?
Which section allows you to roll backend products into financing?
What is the “Add Products” or “Finance Menu” tab?
What permission allows a user to desk deals?
What is Sales Manager or Desk Manager?
Where do you go to search for any module, RO, customer, or vehicle?
What is the Universal Search bar?
Where do you view all the customer-signed documents for a deal?
What is the “Documents” tab in the Deal Jacket?
receiving cash over $10,001 will trigger this report
What is the 8300
What action must be completed before pushing a deal to accounting?
What is booked?
How can a user see only the deals they’ve worked on?
What is apply filters in the Deal List?
The shortcut to access your pinned applications
What is the push pin
What section of the deal jacket shows trade-in, payoff, and equity?
What is the “Trade” tab?
What happens if you don’t assign a sales rep before structuring a deal?
What is the system prevents you from finalizing?
This tool allows filtering deals and vehicles
What is the filter?
This feature sends you alerts when a task, deal, or lead is assigned to you.
What is Notifications or the Bell icon?