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:
Calls Presented(Not Recycled)
My Appointments
My Recent Recycles
My Inquiries - Today's Searches
My Upsells - Maintenance Service that was booked that day
My Draft Appts
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