Navigating & Searching

Primary Tabs Utilized

Widget Dashboard Home
Search
Last 20 Customers
Opportunities & Tasks

Widget Dashboard Home

The Date & Time
Link to Appointment Scheduler: Appointments set by agents will show here for the dealership to see
Link to BDC Performance Report: Reviewing Stats for Team and Agent
Link to Create New Client - Always search first
Schedule Appointment Overview- Your scheduled appointments
Opportunity Overview-Your active opportunities
Task Overview- Your scheduled tasks to be completed

Search

Searching A Client

First and Last name, Phone Number and Email Address should always be searched every time in case their is a duplicate profile

An Advanced Search can be used to search by Opportunity ID and other criteria

Last 20 Customers

A list of the 20 most recent accessed customer of opportunities you visited will appear here.

Filter by Word

On the left hand side under the "Opportunities & Tasks" tab there is an option to "Filter by keyword"

This features is useful in quickly searching tasks ,clients and vehicles of interest.

Opportunities:

First Name & Last Name
Year, Make & Model (Very Important for Checking Solds & Frontlines)

Tasks:

Web=New Weblead Rec=Received Email Out=Outbound Task Send=Email Task

Opportunities

Opportunities assigned to agents can be reviewed here. By default "My Open Events" will be selected. Other filter options can be reviewed under the drop down options.

Tasks

Tasks assigned to agents can be reviewed here. By default "My To Do (Today & Older)" will be selected. Other filter options can be reviewed under the drop down options.

Sort Priority

On the right hand side under the "Opportunities & Tasks" tab there is an option to "Sort Priority"

This features is useful in prioritizing your task and opportunities.

It is highly recommended using the following:

Last Updated Oldest First
Age (Oldest First)

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