Sales Schedule Setup

Setup up customized Sales Schedules to keep in touch with customers after the purchase or lease of a vehicle.

Adding a Sales Schedule

  1. Choose the Store/Branch you are creating a Sales Schedule for

  2. Make sure the Sales radio button is selected

  3. Choose add from the Options drop down

  4. Add a name for the Sales Schedule

5. Specify the type of purchase, select New, Used, or All

6. Specify Sales Type, Select Retail, Lease, or All

7. Enter in the Term

8. Enter a Minimum APR%

9. Check if want to only include high mileage drivers

10. Check if only want customers with no extended warranty

11. Check if want to Exclude deals without a Salesperson

12. Enter a value for 'Last RO Mileage is Less Than'

13. Check Show CSI Survey in Recycle Screen if applicable

14. To help the coordinator with objections key in a Script