8. Profile view for Salespeople

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 Salespeople:

Action Buttons (10)

• 1. Send Letter

  2. Send Email

  3. Customer/Vehicle Notes

  4. Schedule Followup

  5. Trash

  6. Search

  7. Issues

  8. Send SMS (Text)

  9. Add Bookmark

  10. Add Guest to Traffic Log

  11. Browse Inventory

Action Tabs (8)

• 1. News

  2. Profile

  3. Letters

  4. Emails

  5. Texting

  6. Leads

  7. Traffic Log

  8. Workplan

  9. Portfolio

  10. Vehicle Matching