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Salespeople can look up and contact Prospects and Customers, review and update history files, send emails and letters, make scheduled phone calls, and monitor Internet leads. They can also keep track of appointments, tasks to complete, expiring leases, and vehicles wanted. If managers grant access, salespeople can also edit or add inventory.
Sales Managers have access to all the Salesperson information, plus a real-time Electronic Desk Log, detailing the dealership's walk-in traffic for a specific time period and key statistics such as demo rides and closing percentages. Managers also can view an Electronic Delivery Board (Customer Log), detailing the dealership's deliveries for a specific time period. Additional functions include a Ratings Change Alerts, highlighting prospects whose expected buying time frame has been changed by the salesperson or met a pre-determined deadline.
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