Name Tag

The Name Tag stores recent activity performed by each user logged into DealerMine on a daily basis. The Name Tag can be used as a quick reference to finding recent customers that were inquired on, recycled etc.

Service Users will see a red orb by the name tab if they have a draft appointment waiting to be finalized. Draft appointments will automatically delete after 14 days. (This is the default but can be changed in Store Specifications)

The name tag will display:

  1. Calls Presented(Not Recycled)

  2. My Appointments

  3. My Recent Recycles

  4. My Inquiries - Today's Searches

  5. My Upsells - Maintenance Service that was booked that day

  6. My Draft Appts

  7. Bookmark

*The user can open a customer profile from any of these options by double clicking on the customer name.

My Upsells has a breakdown of all the maintenance that was booked by the user during the current day.

The User can view:

  • The services that were booked

  • How many of each service they booked

By clicking the plus sign the user can view:

  • The customer that the service was booked under

  • The appointment number

  • The time the user booked the appointment