m. Up List Rotation

Activate Up List

An Up List Rotation allows a dealership to distribute traffic log entries among the sales team based on the check in time of each Salesperson on a daily basis.  To activate this optional feature, check the box next to Activate Up List for any store/branch.  

The Up List can prevent Salespeople from appearing available on the Up List if they have any of the following outstanding:

• Past Due Followups

• Pending Guests

There is also an option to Allow Traffic assignment when unavailable - if a Dealership opts to use the Up List and has the Past Due Followups and/or Pending Guests checked, and due to these restrictions a Salesperson becomes Unavailable, the user (spotter or Sales Manager) can still assign Ups to the unavailable Salesperson if the Allow Traffic Assignment when unavailable is checked. If this is checked, the sales person is now assigned Traffic regardless of their status.

Manage Up List Screen

By activating the Up List Rotation, it also enables the Manage Up List Screen.  As Salespeople arrive for their shift they will have to be checked in by a Sales Manager or Spotter and their check in time is used to determine where they lie in the Up Rotation.  To check-in a Salesperson, from the Add Guest To Traffic Log menu button, click Manage Up List. A popup with a list of Salespeople is presented. Click the red X next to their name. The Salesperson's name now has a green check mark next to it as well as the time they checked-in. Whomever entered the Dealership first is pushed to the top of the Salesperson drop down. 

As the Guests walk-in or call-in, the Spotter/Sales Manager can now distribute the guests among the sales team based on the time that the Salesperson checked-in each day.  The Up List will rotate Salespeople from top to bottom based on their check-in time, and if unavailable due to past due tasks or followups, the Up List will use the time they have become available once clearing up those overdue tasks. 

Include on Manage Up List Screen

Uncheck any Salesperson or Sales Manager (that may be also a Salesperson) who does need to be checked in on a daily basis.  All Salespeople who are included on the Manage Up List screen will require check-in on a daily basis by a Sales Manager / Spotter. 

Note:

• • If in the Administrative screen Showroom Configuration->Up List Rotation, the Unavailable Reasons are checked, if the Salesperson hasn't completed the tasks associated with the checked Unavailable Reason, the Salesperson's name remains in red with the time they checked in next to their name. When the Salesperson completes their tasks, then will their name appear, at the bottom of the list, in Black font.