Traffic and Desking
Whether your prospecting "Up" source is from the internet, phone call, or a walk-in, all trafﬁc is shown on one screen.
Your Desk Manager will have the ability to see the status of all “Ups”, and can easily select the one to work on. In addition, the client’s proﬁle, current deal working, trade, and the last details discussed regarding the deal are all in one place.
With the traffic and desking module you can make any notes about the visit, update the Status/Result of the visit, as well as record the Lead Source that brought them to your dealership. A busy desk manager can take advantage of having multiple prospect up cards open at the same time, to allow easy switching between "Up" cards and quotes.