1. Traffic Log

The Traffic Log contains the following options/functionality:

1. Add New Guest

2. Pending Guests

3. All Guests

4. Unsold Traffic

5. Traffic Stats

Add New Guest

• When the screen is first presented, it is blank with a search box. Search for Prospect files here. 

• If the search returns records, the most recent prospects added are listed first, and customer's listed with a number indicates that there are vehicles attached to their file and last activity date.

• If records are returned:

  • Click on a prospect.

  • Presented is the Customer Profile screen containing the customer information as well as there Traffic Log History, Vehicles Owned and Purchase History. 

  • To add detail to the customer file:

    • Click Add Detail

    • Click the Type drop down. 

      • To update the customer information, select radio button: Name, Address or Contact Info

      • To create a Followup, click the radio button Followup. Enter the required details, and click the check mark to save the Followup.

      • The followup is now viewable from the customer's profile and it's listed under Work Plan-> My Followup.

If an inquired customer description doesn't match a prospect on file, add your prospect by clicking the + button in the Search box.