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Knowledge Base
Beehive
Admin Screen
1. Store Setup
a. User Setup
1. User Info
Setting up a Salesperson
2. Store Access
3. User Access
4. Report Access
Menu/Action Button Access
b. Email Setup
I-Leads
c. Regional Settings
d. Holiday Blocking
e. Texting Setup
f. Templates & Batch Setup
1. Email Templates
2. Texting Templates
3. Batch Contacts
Emails
Letters
4. Surveys
1. Add New Survey
2. Edit Survey
3. Sending Surveys
4. Survey Results
Survey Videos
5. Unsubscribe
Understanding Merge Fields
g. eService Configuration
1) Options
b) Customize Vehicle Makes
e) Booking Appt Time
f) Add Other Groups
h. JangoMail Setup
JangoMail Setup for Custom Domains
i. Maintenance Configuration
1. Maintenance Groups
2. Packages
3. Description and Pricing
3. Triggers
4. Maintenance Schedules
5. Intervals
6. OpCode Utilization
Schedule Stats
Service Menus
j. Sales Schedules
k. Showroom Configuration
a. Traffic Log Types
b. Traffic Log Status
c. Deleted Guest Reasons
d. Departments
Desking Options
e. Media Sources
f. Sales Steps
g. Followup Reasons & Durations
h. Term and Rate Options
i. Add/Edit/Delete List Price Ranges/Monthly Payment Ranges
j. Lost Reason
k. Unsold Options
l. Leads Status
m. Up List Rotation
n. Portfolio Protection
o. License Scanner Options
p. RAPID! Lead Gross Profit
q. Inventory Options
r. Manager Alerts
s. Worksheet Flow
t. Worksheet Items
u. Sales Teams
v. Lender Setup
w. Trade Appraisal Flow
l. Desking Configuration
1. Dealer Trade Setup
2. Desking Options
3. Lender Setup
4. Security Deposits
5. Dealer Incentives
m. Store Setup
1. Store Details
2. RAPID Response
4. Social
5. Do Not Call (DNC)
n. Vehicle Status Board
o. Bulk Fleet Turn Offs
p. AC Phone Stats
q. AC Benchmarks
r. Equity Setup
s. Operational Hours
t. Telephony Configuration
1. Inbound Phone Numbers
2. Caller ID Verification
3. Outbound Assist
4. Voice Files
5. Recycle Options
2. Global Setup
1. Contact Selections
2. Turn Off Management
1. Turn Off Codes
2. Turn Off Analysis
3. Recycle Setup
4. Domain Exclusion
5. Manage Letter Templates
6. Google Calendar Integration Setup
3. Appointment Schedule
1. Shop Hours
Opcode Control
Waiter Times
Waiter Times in the Appointment Schedule
2. Advisors
1. Work Schedules
2. Specifications
3. Exceptions/Vacations
3. Team Setup
1. Block Times
2. Specification
3. Buffer
4. Advisor Assignment
5. Technician Assignment
6. Override Times
4. Technicians
1. Work Schedules
2. Specification
3. Skill
4. Exceptions/Vacations
5. Transportation Configuration
Colors
Loaner Management
OP Codes
6. Skill View Setup
Skill Groups
Skill Limits
7. Stores Specifications
8. Declined/Deferred Setup
4. Roles
4. Roles V.2
CASL
Beehive Sales CRM & Desking
1. Adding Traffic & Prospects
2. Traffic Log
3. Workplan
4. Portfolio
5. Leads
6. Browsing Inventory
7. Vehicle Matching
8. Worksheets
9. Desking
Beehive Service CRM
1. Beehive Changes vs. Silverlight
2. Appt Schedule
2. Profile
3. Email
Beers with Bob
Booking in Beehive
Dashboards
1. Dashboard Setup
2. Tool Bar Menu
3. Add Chart
4. Chart Function Buttons: Edit, Delete, Zoom and Detail
5. Chart Examples
1. Advisor
2. Store
3. Tech
4. Username
Desking
1. Create a Worksheet
2. Desking Screen
Finance & Cash Options
Lease Options
3. Desk Log
4. Printable Forms
Desking Terminology
US Desking
Equity Mining
1. Equity Tab
2. Add Equity Leads
3. Equity on Customer Profile
4. Equity Schedules
5. Similar Vehicles
Likely to Buy
eService
1. eService Configuration
2. eService Online Experience
1. Book Appointment Now
2. Sign In
3. My Profile Details
4. My Vehicles
5. My Appointments
3. eService Appts in DealerMine
1. Unconfirmed
2. Confirmed
3. Cancelled
Confirm Appointment
4. Customer Profile
eService Mobile
Book As Guest
Register
FAQ
Atlas - FAQs
Call Select Screen - FAQ's
Downloads / PUSH - FAQ's
Fetch - FAQs
License Scanner - FAQs
Profile Screen - FAQ's
Appointment Schedule - FAQ's
Customer Information - FAQs
Customer Notes - FAQ's
Email - FAQs
Follow Ups - FAQ's
History Tabs - FAQs
Appt Hist tab - FAQs
Service Hist tab - FAQs
Vehicle Hist tab - FAQs
News - FAQs
OpCodes - FAQs
Recommended Maintenance - FAQ's
Service - FAQs
Texting - FAQs
Vehicle Information - FAQ's
Reports - FAQs
Set Up Menu - FAQ's
Appointment Schedule Set Up - FAQ's
Showroom - FAQs
Social - FAQs
Fetch - Marketing
1. Create New Query
1. Choosing a Source
2. Suggested Queries
3. Save Query
4. Sending Queries to Batch
10. Fetch Send Email
11. Understanding the Symbols
12. Schedule Email Campaigns
13. Email Campaign Statistics
2. Edit & View Results
Deleting Records
Hiding Duplicates
Re-ordering Columns
Sorting Columns
Tools - Basic Options
View Full Screen
3. Manage Queries
4. Campaigns
5. Import Management
1. Imports - Import Data
2. Import - Off Lists
3. Import - Product Plans
4. Import - Off Lists (*No VIN)
6. Import - Vehicle Reassign
7. Import - Recall Import
6. Tools - Contact Options
Campaign Options
Export to Excel
Send Email
Send Letters
Send to Call Select
Send to Equity
Send to Showroom
7. Tools - Advanced Options
1. Exclusions
2. Sweep Options
3. OpCode Groups
8. Test Fetch Email
9. JangoMail Usage
Campaign Ideas
Copying a Saved Query
Followup
News
Newsletters
February 2017 Newsletter
Webinar Schedule
April Webinars 2017
Release Notes
Auto Calls Update - 05/21/2015
Dealermine Product Update - 02/27/2013
Version 1.0.1 - 03/16/2012
Version 1.0.10 - 09/20/2012
Version 1.0.2 - 03/26/2012
Version 1.0.3 - 04/04/2012
Version 1.0.4b - 04/17/2012
Version 1.0.6 - 04/25/2012
Version 1.0.7 - 05/18/2012
Version 1.0.8 - 07/16/2012
Version 1.0.8abc - 07/24/2012
Version 1.0.8d - 08/03/2012
Version 1.0.8e - 08/20/2012
Version 1.0.9 - 08/27/2012
Version 1.0.9b - 09/03/2012
Version 1.0.9d - 09/17/2012
Version 1.1.1 - 10/11/2012
Version 1.1.3 - 10/17/2012
Version 2.0 - 11/01/2012
Version 2.0.1.2 - 11/13/2012
Version 2.0.1.3 - 11/23/2012
Version 2.0.1.4 - 12/05/2012
Version 2.0.1.5 - 12/18/2012
Version 2.0.1.6 - 01/08/2013
Version 2.0.1.7b - 01/31/2013
Version 2.0.2A - 02/19/2013
Version 2.0.3 - 02/20/2013
Version 2.0.4B - 03/19/2013
Version 2.0.4E - 04/09/2013
Version 2.1.0 - 05/02/2013
Version 2.1.0b - 05/22/2013
Version 2.2.0 - 06/04/2013
Version 2.2.0b - 06/06/2013
Version 2.3.0 - 06/18/2013
Version 2.4.0 - 07/02/2013
Version 2.5.0a - 08/7/2013
Version 2.5.1 - 08/27/2013
Version 2.6.0 - 09/13/2013
Version 3.0
Version 3.0 - 10/01/2013
Version 3.0.1a 10/07/2013
Version 3.0.2 - 10/22/2013
Version 3.0.3 10/31/2013
Version 3.2 - 12/05/2013
Version 3.2.1 - 12/13/2013
Version 3.3 - 03/13/2014
Version 3.4 - 04/09/2014
Version 3.5 - 05/08/2014
Version 3.6 - 06/12/2014
Version 3.6.1 - 06/18/2014
Version 3.7 - 07/08/2014
Version 3.7.1 - 07/16/2014
Version 3.8 - 08/14/2014
Version 3.8.1 - 08/27/2014
Version 3.9 - 09/25/2014
Version 4.0
Version 4.0 - 10/16/2014
Version 4.1 - 11/20/2014
Version 5.0
Version 5.0 - 02/06/2015
Version 5.0.1- 02/11/2015
Version 5.0.2
Version 5.1
Version 5.2
Version 5.3 - 05/28/2015
Version 5.4 - 07/02/2015
Version 5.5 - 09/03/2015
Version 5.6 - 10/01/2015
Version 5.7 - 10/15/2015
Version 5.8 - 12/10/2015
Version 5.9.1 - 01/14/2016
Version 5.9.2 - 02/11/2016
Version 5.9.3 - 03/4/2016
Version 5.9.4 - 03/31/2016
Version 6.0
Version 6.1 - 04/14/16
Version 6.2 - 06/23/16
Version 6.3 - 07/14/16
Version 6.4 - 08/04/16
Version 6.4.1 - 08/17/16
Version 6.5 - 09/08/16
Version 6.6 - 10/04/16
Version 6.7 - 11/03/2016
Version 6.8 - 11/25/2016
Version 6.9 - 12/20/2016
Version 6.9.4 - 03/03/2017
Version 6.9.3 - 02/08/2017
Version 7.0 - 04/20/2017
Version 7.2 - 06/08/2017
Version 7.3 - 07/13/2017
Version 7.5 - 09/29/2017
Report Formulas & Terminology
Reporting
Account Manager Summaries
Auto Call Reports
Auto Call Exception Report
Auto Call Results Report
Batch
BDC Productivity
e-Service Reports
Enterprise Reporting
Issue Management Report
Traffic Report
Fetch Reports
Fetch ROI Report
Issues
Key Reports
1. BDC Performance Reports
Hrs Per RO - Performance Report
Maintenance Labour Sales
Maintenance Lines Per Appt
Outbound % of Appts
Performance Report By Store
Performance Report By StoreName by Username
Performance Report By Username All Store Combined
Performance Report Detail by Username
Performance Report Overall
Sales from Appt
Total Actions
2. BDC Booked Maintenance Operations Retention Rates
3. Service Maintenance Labour Sales Performance Report
4. Contact Analysis
5. VIN Call Statistics
6. Service Report Card
7. Service Trend Analysis
8. BDC Impact on Service Maintenance
9. Maintenance Labour Sales Summary by Source
My Favorites
Service Reports
Appointment Lists
Data Analysis Reports
Appointment Booking Productivity Report
Appointment Date Range
Appt Count
as a % of Appts
Ro Count
Show%
Time Since Previous Visit
DealerMine System Performance Trend Report
Customers Solicited
Database Analysis
Dealer Retention and Dealer Retention CP
Qualifying Contact
Response Rate
Revenue / ROI Analysis
Trigger Specifications
# Customer turned on but not returning for service
# of Auto Call Contacts
# of Emails Sent
# of Letters Sent
# of Phone Contacts
% CP RO's from Customer Auto Calls
% CP RO's from Customer Emails
% CP RO's from Customer Letters
% CP RO's from Customer Phone Calls
Active VINS
Beyond End Month Trigger Specs
CP $ from Program Auto Calls
CP $ from Program Emails
CP $ from Program Letters
CP $ from Program Phone Contacts
CP $/RO from Program Customers
CP RO Count
CP RO Count from Auto Calls
CP RO Count from Emails
CP RO Count from Letters
CP RO Count from Phone Calls
CP RO Count from Solicitation
Dealer Program Cost
End Month
First Year Service Penetration %
Five Visits per Year /CP
Four Visits Per Year / CP
Gross Profit from Program Customers
Missed Sales Opportunities
Number of Months to Date
One Visit Per Year /CP
Pending VINS
Phone ROI
Retention /CP
Seven + Visits per Year / CP
Seven Year Units in Operation (NEW) / CP
Seven Year Units in Operation (UIO) / CP
Six Visits per Year /CP
Solicitation as a Percent of Total CP RO's
Start Month
Three Visits Per Year /CP
Total 2+ Customer Visits in the Last 12 Months / CP
Total CP $ from Program Customers
Total CP Gross Profit
Total CP Sales
Total Customer Visits in the Last 12 Months
Total ROI
Total VINS
Two Visits Per Year
VINS Turned Off
VINS with no service history
Know where your Appointments are coming from
Stage
Repair Order Source Detail Report
Service Analysis Reports
Advisor Performance Report
Lost Sales by Advisor
Lost Sales by Repair Order Date
Maintenance Forecast
Maintenance Labour Sales Summary
Monthly Advisor Operation Count
Monthly Hours Tracking Report
Repeat Visit Analysis
Technician Efficiency Summary MTD
Technician Efficiency Summary YTD
Technician Labour Gross Analysis MTD - Bar Graph
Technician Labour Gross Analysis YTD - Bar Graph
Service BDC Reports
Appointment Schedule Report
Appointment Schedule Work Mix Detail Report
Appointment Schedule Work Mix Summary
BDC Contribution Detail Report
BDC Repair Order Sales Detail
Customer Contact List for Today
Customers Turned Off and Recently In
OpCode Utilization Report
Operation Code Listing
Performance Report
Special Order To Do List
Upcoming Appointment List by Salesman
Upcoming Appointments By Preferred Advisor
Valet Pickup
Service CSI Reports
CSI Analysis Report
CSI Satisfaction Scores
Service Trends Reports
Appointment Trend Chart Weekday Over Month
Appointment Trend Chart Year Over Month
Contact Efficiency Trend Report
New Vehicle Sales to Service Retention
Service Trend Analysis
Standard Sets
Upsell Analysis Reports
Showroom Reports
After Sales Follow Up Analysis
Appointment Report
Leads
Retention Reports
Lease Retention Report
Retail Retention Report
Showroom Analysis - Performance Overview
Sold Vehicle Detail
Traffic Analysis
1. Lost Report
2. Traffic Report Details
3. Sales Cycle Report - All Traffic
4. Sales Cycle Report - Floor Traffic
Work Plan
Telephony
User Reports
Reports - FAQs
Sales CRM
1. Add Guest to Traffic Log Button
Dealer Trade Worksheet & Log
2. Traffic Log
1. Desk Log (All Guests)
2. Pending Guests (optional tab)
3. Appraisal Log (optional)
4. Traffic Stats
6. Dealer Trade Log
6. Targets
3. Leads
1. New Leads
2. Unsold Leads
3. Lead History
4. Leads Stats
5. Lead Parser Setup
6. New Lead Notifications
4. Workplan
1. My Followups
2. My After the Sale
3. My Fetch Campaigns
4. My Issues
5. My Unsold Traffic
4. Worksheets
1. Desk Log
Add Guest to Traffic Log
Schedule a Delivery
5. Portfolio
1. My Customers
2. Sales Reassign
3. Sales Merge
6. Profile
1. Action Buttons
2. Customer Information
3. Vehicle Information
4. History Tabs
5. Name Tag (top right)
6. Task Indicators
7. Profile view for Sales Managers
8. Profile view for Salespeople
Profile view for Spotter/Reception
7. Vehicle Matching
1. Watchlists
2. Saved Searches
3. Trades
8. Vehicle Inventory
Add Trade
9. License Scanner
a. Trades
Sales CRM (Mobile)
1. Sign In
2. Home Page
1. Dashboard
2. Sales CRM
1. Traffic Log
2. WorkPlan
3. Portfolio
4. Inventory
Search/Add New
Service CRM
1. Login Screen
2. Call Select
Contact Selections
After the sales follow-up
Annual inspections (MVI)
BDC call request
Confirm appointments service
Confirm appointments showroom
Fetch campaigns
Maintenance
No-show appointments service
No-show appointments showroom
Recalls
Service follow-up CSI
Special order parts
Unsold showroom traffic
Customer types drop down
Day/Night
Language
Select a Branch
Select a Store
Sort options
Target Cities
Target Options
3. Profile Screen
1. Customer Information
Customer Information Screen (Edit and View)
1. Merge
2. Contact Methods (Customer Specific)
3. Contact Types (VIN Specific)
The Influence Network
Associations Rating
Star Rating
2. Vehicle Information
Last Maintenance Indicator
3. Action Buttons
Add Book Mark
Add New Customer
Add New Vehicle
Add Note
Book Appointment Form
Check-In
DMS Booked Appointment Time vs. DealerMine Booked Appointment Time
Editing Appts
More Booking Options
Contact Support
Create Follow-up
Customer Search
Issues
Mileage Calculator
Recycle
Send Email
Send Letter
Texting
Trash
4. Action Tabs
Appt Sched
Auto Call
Call Select
Email
eService
Fetch
Follow up
Refusals
Home
Issue
Leads
Letters
News
Profile
Reports
Texting
5. History Tabs
Appt Hist
Autopoint Integration
Contact Hist
Email Hist
Lead Hist
Notes
Purchase Hist
Recall
Service Hist
Spords
Survey Hist Tab
Text Hist
Turn Off Hist
7. Indicators
Fetch
Followups
Last Contacted By Indicator
No Show
Open Appt
Recall
Refusals
Sales
Spord
Unsold
WIP
8. Recommended Maintenance
9. Name Tag (Top Right)
4. Appointment Schedule
1. Viewing Options
2. Max Appts/Max Hours
3. Row Size, Calendar and Settings
4. Side Bar Menu
5. Scheduler View
6. List View
7. Appt Stats
8. Open RO's on Appt Schedule
9. After Shop Hours
5. Service Appointment Credit (Inbound & Outbound)
Social
1. New
2. Replied
3. Engaged
4. Not Applicable
5. Sold
6. Mentions
7. Social Stats
8. Social on Profile
Telephony
1. Telephony Configuration
2. Outbound Assist
3. Call Log
4. Inbound Assist
5. Showroom Mobile - Click to Call
Texting
Activating Texting for your Dealership
Sending/Receiving Texts
Texting Templates
Training Videos
Version 3.1.0 - 11/15/2013
Version 3.2.2 02/04/2014
Version 5.0
Version 5.1
PDF Reference Documents
Webinars
Knowledge Base
Beehive Service CRM
