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 ‘DMS’
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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A Complete Web Based Software Solution For Independent Dealers
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July 22nd, 2010 | No Comments | |
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Our web-based model uses the internet to deliver comprehensive functionality at a fraction of the cost of traditional server-based DMS systems. There is no server to purchase or install. The DealerTrack DMS provides you with a secure environment for you data, and performs data back-ups, software upgrades and IT maintenance on a continuous basis.
CRM FAQ: How Do I Print Correspondence Letters?
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June 21st, 2010 | No Comments | |
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Correspondence Letters are printed through a software program called LetterSelect. LetterSelect is typically installed when you begin using CRM. The LetterSelect functionality allows you to import batches of letters from the CRM Application into Microsoft Word. Using Mail Merge templates, the letters will practically write themselves. All you need to do is print.
For more information, please see the following guides:
Please keep in mind that you can also generate individual letters through the Email Template functionality. Take option Send Email, choose the desired Template, and use the Merge function. You can then Print the email rather than sending it. As long as you use the Print tool from within the message, the Email header information will not print on the document.
It is best to use LetterSelect to print letter batches. The Send Email feature will only create individual letters.
This and other useful information can also be viewed on the DealerTrack DMS Support Wiki.
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
DealerTrack DMS CRM Function: What Do the Symbols Mean on my Daily Work Plan?
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June 7th, 2010 | No Comments | |
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– 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 Initial Values. The Yellow Triangle indicates that 2/3s of the response time has expired. You must take an action with the prospect, such as Scheduling an Activity or Adding a Note before the notification will be removed.
– The Red Circle with an Exclamation Point is for Activity Notification. During CRM setups, the Minutes to Past Due was defined in the Initial Values. The Red Circle indicates that the response time has expired, and the prospect is considered “Past Due”. You must take an action with the prospect, such as Scheduling an Activity or Adding a Note before the notification will be removed.
All this information and much more can be found on the DealerTrack DMS Support Wiki
More Customer Relationship Management FAQs can be found here.
