Specifications

The Specifications tab allows you alter an Advisors settings:

• Nick Name - key in a nickname for an Advisor if different from their actual name.

• Ro's Per Day - How many Ro's this user can do per day

• Active - uncheck to make an Advisor inactive (do this to terminate an Advisor who no longer works for the dealership). After 30 days of inactivity, Advisors automatically become unchecked.

• Team Name - To link an Advisor to a team, click on the Advisor's name in the Advisor List box. Click in the Team Name column to view drop down. Click the drop down, and select a team. The Advisor is now linked to the selected team.

• Show on Schedule - Every Advisor creates a Slot column on the Appointment Schedule. By default, all Advisors are shown on the schedule. To remove the slot representing this advisor, uncheck Show on Schedule.