Adding Traffic to the Desk Log

Add Guest to Traffic Log : Depending on the dealership these steps may vary

This method of adding Traffic is generally used in dealerships that employee a spotter/greeter. This person, usually a receptonist, is the person who keeps an eyee on the lot and the sales floor and takes note of any guest theysee by logging the "UP" and assigning the it to a Sales Person.

An Up or pending guest is a person who is looking at a vehicle, for whom the dealership has no name or contact information for.

A spotter creates a pending guest (up) by clicking the menu button “Add Guest to the Traffic Log”, then filling in the customer description, choosing a salesperson (if not using the Up list Rotation) and choosing the traffic type.

1. Select the Add Guest to Traffic Log Action Button (Calendar with a pencil) and select Add Guest to Traffic Log if you are not on an existing customer file or Add “ Prospect Name” to Traffic Log if you are already on the customer/prospect file

2. Complete the Add Guest to Traffic Log Pop Up Window, adding all relevant and known information:

1. Depending on the dealership process the above 2 steps may be completed by reception/spotter/greeter etc

2. Once Steps 1 and 2 are completed the guest will be visible on the traffic log of the assigned Salesperson as well as in the pending guest tab. A quick way to identify Pending Guests from the Traffic Log All Guests Tab is to look for entries with a ? beside the customer description.

3. Transform the Pending Guest: This is accomplished by double clicking on the correct Pending Guest. ***Note if a Sales Person is entering their own traffic they can skip this step by simply selecting the Link Guest to Prospect/Customer box located on the Add Guest to Traffic Log pop up during step two.

For more information see Pending Guests

*****INSERT VIDEO OF ADDING A PEDING GUEST**********