When salespeople or BDC Representatives leave your dealership, it is a good idea to re-assign all of their customers and prospects to a different person. Reassignment will force all follow-up activities to be generated for the new representative’s Daily Work Plan.
New salespeople can be assigned to customer records using the Sales Representatives Reassignment tool. New BDC Representatives can be assigned to customer records using the BDC Representative Reassignmenttool. These tools are accessible from the Customer Showroom Management Application Environment.
For more information, please see the following guides:
Sales Representatives Reassignment
BDC Representative Reassignment
– The Blue Circle indicates that the customer is currently in the showroom. When the customer leaves the showroom, click on this icon to remove the notification.
– The Yellow Triangle is for Activity Notification. During CRM setups, the Minutes to Past Due was defined in the 
– The Red Circle with an Exclamation Point is for Activity Notification. During CRM setups, the Minutes to Past Due was defined in the 
