Sale Schedules (Equity & Sales) are completely customizable per dealership and will refresh daily in the Workplan tab for Salespeople to complete. Keeping touch after the sale is essential in relationship building and will help to increase referrals, repeat sales and improve customer satisfaction overall.Â
Equity Schedules are listed at the top, followed by Sales Schedules. To setup these schedules go to Admin - Sales Schedules.
The Hour Glass icon represents the number of days until Expiry for this particular Sales/Equity Schedule. It is recommended to sort based on this to ensure no customers are missed.
Please Note:
All schedules update in the nightly download and will not update the Workplan - My After the Sale tab until the next business day. To setup these schedules go to Admin - Sales Schedules.