Customer Support FAQ
Adding a New Agent to the CRM Navigate to "Agents" and select "Add An Agent". Complete the agent's profile: DMS User ID:* (E...
Wed, 11 Dec, 2024 at 3:24 PM
How to Set Up an Agent with SMS and Click-to-Call This guide will show you how to enable SMS and Click-to-Call functionality for your agents. Before you b...
Wed, 11 Dec, 2024 at 3:19 PM
As a location or division manager, an agent will have visibility over all leads and agents of the location or division. This will allow them to see and edit...
Wed, 28 Feb, 2024 at 9:07 AM
Prior to the steps below, you will want to ensure your agent is available to receive leads by checking the below items: Ensure the agent is marked availab...
Wed, 13 Jul, 2022 at 10:35 AM
How to mark a lead sold This process applies to sales leads (Third Party, Internet, Phone, Showroom) only. Service and parts leads cannot be marked as sold...
Wed, 11 Dec, 2024 at 3:32 PM
Managers Guide Update or Delete The Sale The first step to reconciling sold leads is determining if a sold lead needs to be updated or it needs to be de...
Fri, 6 Dec, 2024 at 10:39 AM
What is the difference between unwinding a sale and deleting a sale? When unwinding a sale, you are removing the sold value in the customer record (Value ...
Wed, 13 Jul, 2022 at 9:00 AM
Leads are sent to pending simply because there are no scheduled or active agents configured to receive leads. This is the hierarchy of the lead assignment ...
Tue, 12 Jul, 2022 at 1:30 PM
What REPORTS will work best for my dealership's culture? Are you looking to track sales person and BDC rep productivity? Executive > Activity S...
Tue, 12 Jul, 2022 at 1:45 PM
How can I be sure an email I send doesn't get stuck in the customer's spam folder? There is no guaranteed method of ensuring an email will not g...
Wed, 13 Jul, 2022 at 11:08 AM