VinSolutions Available Online Training Curriculum

Instructions:

Register early for classes and print off all required course materials, unless you have printed them from an earlier course. Login 5 minutes before classes begin. All classes start promptly at scheduled time. If no one is registered for classes 15 minutes before then classes are subject to cancellation.

• Click Here to view our weekly Online Training Schedule.

Phone Conference Instructions:

To be connected dial (800) 980-7488 Ext: 8603 Pin: 1111

Manager level 1

Training Agenda (With MotoFactory):

The Manager Level 1 course is available to managers and admin level access. It is designed for those managers that are new to VinSolutions and the MotoSnap software. This course covers both ILM and CRM screens under the manager’s dashboard tab. That includes dealer dashboard, showroom activity, end visits, desk log, trade log, MotoFactory and message log.

Distribution Agenda:

The distribution is available for all access levels and covers how to easily bulk mail customers.

Basic ILM Overview

Training Agenda:

This course is designed for managers and admin who are new to the VinSolutions ILM software. This course goes through the very simple and basic parts needed to run the system with the defaults as they are set. This course is great for the beginner ILM customers who have no idea where to start.

Beginner Admin

Training Agenda:

The beginner admin training is for those with admin level access. This course covers the basic dealer settings and set up of the ILM or CRM account. This course is great for the new admin or newly purchased account. It is a brief overview of basic admin settings and defaults.

Admin Desking Settings

Training Agenda:

The admin desking settings course is for those with admin level access and covers the defaults, taxes, and printing options for the desking tool.

Admin Template

Training Agenda:

The admin template training is the first part of the sales process training. It covers how to add, edit and delete templates so that it will not disrupt the sales process. This is the first class that needs to be taken when learning how to work the sale process.

Admin Sales Process

Training Agenda:

The admin sales process training is the 2nd class of the sales process training. The admin template training should be taken first. This course covers how to set up a new process rules and how to edit/modify an existing process. Also covered is how to create events and edit existing ones.

Admin Activity Alerts

Training Agenda:

This class is for those who have admin level access. The admin activity alerts class goes over how to properly set up alerts/notifications for the whole dealership. We will cover everything from the individual user’s settings to the sales processes alerts and the most common problems. This is a perfect class for people who are having troubles setting up receiving or setting up alerts. It is advisable to take the sales process training course first but not required.

Admin Lead Assignment

Training Agenda:

The admin lead assignment course is for those persons with admin level access. This course covers how to set lead assignment rules correctly and how to insure that leads go to those they are set to. Also covered are common errors.

Sales Force Level 1

Training Agenda:

This course is available to those with salesman level access or higher and is designed with the new hire in mind. The sales force level one course covers logging in, reading the task page, and adding a customer.

Sales Force Level 2

Training Agenda:

This course is available to those with salesman level access or higher and is designed with the new hire in mind. The sales force level two training covers editing a customer’s information, lead information, add & edit vehicle information, vehicles of interest, and adding & editing a trade.

Sales Force Level 3

Training Agenda:

This course is available to those with salesman level access or higher and is designed with the new hire in mind. The sales force level three course covers activity icons, printing forms, and completing tasks.

Sales Force Level 4

Training Agenda:

This course is available to those with salesman level access or higher and is designed with the new hire in mind. This class is designed to cover the main tabs along the top of the page which levels 1-3 do not cover. The including but not limited to personal settings, bulk mails, and calendars.

Inventory

Training Agenda:

This course is for those with manager or admin level training. The inventory course covers the basic reading and navigation of the inventory module. This class also covers the inventory reports.

Craig’s List and eBay

Training Agenda:

Prerequisite class is the basic inventory training. The Craig’s List and eBay course covers how to get and download the software for Craig’s list. We will go over the system requirements and settings for both features. The class also covers how to post vehicles on to both sites.

VinCamera

Training Agenda:

This course is for those with manager or admin level access. The VinCamera course covers how to find and download the VinCamera Software, the requirements for the software to run, and how to navigate the camera and taking photos.