4. Contact Types (VIN Specific)
If the customer requests not to be contacted for certain Contact Types: i.e. Maintenance Calls, Confirm Apt, Marketing etc, from this tab, the user can turn a customer on/off for those Contact Types. To perform this action, select the Contact Types (VIN Specific) tab:
Click the marker (i.e. the green check mark or red X) under the Contact Type header
If turning the customer off for a Contact Type, click the green check mark. The check mark becomes a red X.Â
Now the user must choose a reason for turning the customer off for the contact type. Select the Choose Reason drop down. Click on a reason for turning the customer off for this contact type; for example, if the customer gets their servicing done at another mechanic shop, click Done Elsewhere.Â
Enter comments, but it's not required.Â
Click Save.Â
If turning the customer on for a certain contact type, click the red X. The X now becomes a green check mark.
Click Save. Â
*If there is a reason for turning off a Contact Type that's not listed under the drop down Choose Reason.*To add Reasons to the drop down, go to via the Admin screen > Turn Off Management.
The Contact Types (VIN Specific) screen will show all the VINs on the customer file and the different contact types that could be turned off. Â
The Turn off options are :
Owns -
MaintenanceÂ
CSIÂ
Confirm Appt
No Show
Spord
Recalls
MVI
Marketing
Sales
A reason and comment has to be selected every time a contact type has been turned off. A reason must be selected if the customer no longer owns the vehicle and DealerMine will assume the vehicle was sold or traded.