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Creating Packets under forms will allow your team to quickly print out the paperwork for each type of deal.
Mobile App – Using the Scan Vin option to find vehicle information is faster than searching the inventory.
Deal Tracker – Using Deal Tracker is a quick way to reference all Pending Finance deals.
New Opportunities Pie Chart is the quickest way to reference recent internet leads.
Hard push on the mobile app icon opens short cuts for quick access to scanning a vin number or adding a customer.
Mobile App: You do not have to be on a customer screen to scan the trade or vehicle of interest. Just scan the vehicle and the app will ask you which customer you want to attach the vehicle.
Vehicle of interest: Any shop bills can be seen from the vehicle information screen. This can build value in the vehicle the customer is interested in buying. This is especially true for certified vehicles that have big shop bills.
Right click “reload frame” (chrome) or “refresh” at bottom (i.e.) to refresh each individual side of the page.
Sorting leads by lead status on the leads page is a great way to look for opportunities.