 Setup up customized Sales Schedules to keep in touch with customers after the purchase or lease of a vehicle.
Adding a Sales Schedule
Choose the Store/Branch you are creating a Sales Schedule for
Make sure the Sales radio button is selected
Choose add from the Options drop down
Add a name for the Sales Schedule
5. Specify the type of purchase, select New, Used, or AllÂ
6. Specify Sales Type, Select Retail, Lease, or All
7. Enter in the TermÂ
8. Enter a Minimum APR%
9. Check if want to only include high mileage drivers
10. Check if only want customers with no extended warranty
11. Check if want to Exclude deals without a Salesperson
12. Enter a value for 'Last RO Mileage is Less Than'
13. Check Show CSI Survey in Recycle Screen if applicableÂ
14. To help the coordinator with objections key in a ScriptÂ
