To view all of your Active Prospects, choose the My Prospects tab.
To view all Customers that you have sold a vehicle to, use the Advanced Search tool. Set the Type to “Customers”, make sure your name displays in the Salespersons field, and choose Search. All of your customers will display in this list.
Posts Tagged ‘DealerTrack’
How Do I View My Prospects or Customer List on DealerTrack DMS?
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July 29th, 2010 | No Comments | |
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How Do I Assign a New Salesperson/BDC Representative to a Customer Record?
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June 14th, 2010 | No Comments | |
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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
Announcing New Customer Relationship Management FAQs
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June 1st, 2010 | No Comments | |
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The DealerTrack DMS Support Center and Implementation Teams have worked together to generate a list of the most common CRM questions, which are now available on the DealerTrack DMS Wiki.
Use this valuable resource to help answer common questions with the DealerTrack CRM application. Questions/Answers include LetterSelect, entering Prospect information, recording Prospect activity, and more!
Click Here To View
DealerTrack to Host Webinar for Independent Dealers on May 19th
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May 17th, 2010 | No Comments | |
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Maximize Profit Through Complete Control of Your Dealership
DealerTrack will host a free webinar on the profit-maximizing benefits of the DealerTrack DMS for independent dealers.
Independent dealers need dependable solutions to help find ways to cut costs, operate efficiently, manage effectively, and increase sales and cash flow. This webinar will feature an in-depth look at the profitable advantages DealerTrack DMS can provide.
When: Wednesday, May 19th, 2010
1:00 p.m. Eastern Time, 10:00 a.m. Pacific Time
Reserve your space by clicking the following link:
www.dealertrackdms.com/webinar
Registration is easy and free of charge.
The Automotive Industry was good in March, What about April?
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April 6th, 2010 | No Comments | |
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We’ve heard some great news about March with some of our dealers reporting the best months they’ve had in a long time. Will April bring another round of strong sales to the Auto Industry? Auto Dealer Monthly has a great discussion on this subject. Click here to read their discussion.
Tell us what you think April and the 2nd Quarter will have in store for the automotive industry. Tell us about your 1st Quarter. Were your gross profits or unit sales up or down? Also, let us know a little about your dealership. Do you sell new cars or used cars? Do you offer Buy Here Pay Here (BHPH)?
To comment on this post please click the comment button. Thanks for participating.
