7. Profile view for Sales Managers

The customer profile contains everything you'll need to know about your customer in one easy to view screen.  From this screen you can contact your customer by letter, email or text, schedule followups, complete any open tasks, update customer contact information while reviewing history from various referencing points.

The profile view by default contains the following for Sales Managers:

Action Buttons (10)

• 1. Send Letter

  2. Send Email

  3. Send Text

  4. Customer/Vehicle Notes

  5. Schedule Followup

  6. Trash

  7. Search

  8. Issues

  9. Add Prospect

  10. Add Guest to Traffic Log

  11. Vehicle Locate

Action Tabs (9)

• 1. News

  2. Profile

  3. Email

  4. Letters

  5. Texting

  6. Equity

  7. Traffic Log

  8. Workplan

  9. Portfolio