5. A new column “Opened Date” has been added to the Survey tab. This column is sortable by date, simply by clicking the column header or by selecting to use the “Opened” filter options to include “Opened, Not Opened or All”. DealerMine has also added a progress bar for “Open” to show the percent of Surveys have been opened.

6. When adding/editing a customer’s number in the customer info screen, DealerMine will require the full 10 digit number to Save. If trying to save without the 10 digits users will see this error message. The error message will display which number is incorrect Home, Work, Cell or all 3 as in the screenshot.

13. Dealermine has added two new columns to the Lead Stats tab;

• # Leads with Past Appt: This column displays a distinct number of leads that have an appt before the current date in dealership time (in this example there were 46 appointments prior to the time the screenshot was taken. We get the % by dividing #Leads with past appts by # Leads with Service Appt)

• # Leads That Showed For Appt: This column displays the number of the above leads who showed up for their scheduled appointment. (We get the Show % by dividing # leads that showed for Appt by # leads with past Appt)

14. When creating a Batch schedule for Letters, Emails, Text or Voice Drops, DealerMine has added two new drop down, "Day / Late Day" and "Customer Types".

• • Day / Late Day - users are able to drill down and select Day or Late Day customers or they can select ALL. By default All is selected.

  • Customer Types - users are able to drill down and select Non Fleet , which will exclude any Fleet customer from the Batch. By default All is selected (which includes Fleet customers).

15. We have improved the Batch Contact Status pop up screen. When in the popup users are now able to select a date or a date range and then click on Search. Users can drill down further and select what Status they want to Search by simply clicking the check mark:

• • • Green check mark - will be included in the search

    • Grey check mark - will be excluded in the search

When the search criteria is completed, click on the Search button and the info will display on the grid to the right. The grid displays 5 columns;

• • 1. Cust#

    2. Status

    3. Date

    4. Branch Name

    5. Contact ID

20. On the Reports tab a new report has been added under Service > Spord Analysis “Spord History Summary” & “Spord Summary”.

• The Spord History Summary report will display: Name, SOVO, Counter, Rcv Date, # Contactx, Appointment, Repair Order and Labour$. This report can be ran by;

  • Sort options

    • All

    • Front Counter and

    • Back Counter

• The Spord Summary report will display: Name, #Contacts, Last contact, Appt, Counter SONO, #Ord, #Rcv, Received Date, Advisor and Age. This report can be ran by;

  • Sort options

    • SO number

    • Received Date

    • Advisor

  • Spord Type

    • All

    • Front Counter

    • Back Counter

  • Part Types

    • All

    • Received

    • Not Received

4. When a "scheduled" delivery time is changed, the Salesperson assigned to the delivery will now receive notification that the date or time has been changed.

5. A Print button has been added to the Delivery Log, this will allow users to print a grid view of the delivery log with the selected filters. There are eight columns on the Delivery Log report;

• • • Branch Delivery Key

    • Delivery Date

    • Customer name

    • Vehicle Description

    • Sales Manager/ Sales person

    • Number of Accessories

    • Status Steps to completion

    • Latest Note

9. In Showroom Configuration > Worksheet Items users now have the ability to edit F&I products and Misc fees/Items.

10. When doing a Sales Reassign in the Portfolio, DealerMine has added two options in the “Change Salesperson” popup.

• “For Prospects”, use the active salesperson from the last deal” check box. When this box is checked , DealerMine will look for the salesperson on the last deal and reassign to them, otherwise it will use the round robin.

• “For Customers”, gives the ability to user the last Traffic Log Salesperson within the last 6 months if active.

15. Users now have the option when running the Sales Cycle report to show Unique Customer instead of using Unique Traffic log entities. So when the option is turned on it will use the Unique Customer numbers for the calculation

2. Quorum - We have added a new option under Global Configuration called 'Turn Off Privacy Lvl4 Associate Customer'. When this option is checked DealerMine will inactivate any customers that are set as privacy level 4 - no consent in Xsellerator.