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Courses Salesperson 101 Before we Start Installing the XRM Logging In Navigating around the XRM Using the XRM Dashboard Customizing Your Dashboard How CAR-Research Benefits the Salesperson Logging a Customer on the Showroom Floor Part 1: Logging an Up Without a Scanner Part 2: Logging an Up With a Scanner Part 3: Scanning a License (and other Docs) for an Existing Customer Part 4: Showing an Appointment Part 5: Logging a Returning Customer Working with a customer on the showroom Floor Part 1: Overview Part 2: The Showroom Record Part 3: Updating Customer Information Part 4: Entering a Trade Vehicle Part 5: Entering a Co-Buyer Part 6: Printing Forms Part 7: The Sales Process Screen Anatomy of a Customer Record The Follow-Up Manager Part 1: Overview Part 2: Entering an Outbound Phone Call Part 3: Extended Phone Entry Part 4: Setting Next Contacts Part 5: Sending an E-Mail to a Customer Logging Inbound Calls Part 1: Overview Part 2: Standard Form Part 4: Entering an Inbound Call for an Existing Customer Checking and Answering E-Mail XRM Customization Final Notes Internet 101 Introduction ILM Overview Lead Handling New Leads in the ILM The Clock is Running First Response After the First Response Scheduled Tasks Workflow Setup of Internet Lead Management Introduction and Lead Direction Employee Management Part 1: Basic Lead Activation Part 2: Text Notification Setup Part 3: E-Mail and Internet Lead Forwarding Setup The Round Robin The Basic Round Robin Advanced Round Robin Creating a Rule Rule Order Configuring the Internet Task Schedule Internet Follow-Up Schedules Internet Reports Wrapping Up BDC 101 Introduction to BDC Usage Anatomy of a Customer Record The BDC Employee Field The Follow Up Manager Appointment Handling Setting Appointments Confirming appointments Part 1: the Appointment Reconciliation Screen Confirming appointments Part 2: The ILM and Customer Record Removing or Re-Scheduling Appointments BDC Wrap-Up SalesManager 101 Introduction Manager Dashboard Sold DMS versus Entered Logging Traffic - A Manager's Overview Showroom Management Process Showroom Control Manager Part 1 - Introduction Showroom Control Manager Part 2 - Information Bar Showroom Control Manager Part 3 - Controls Showroom Control Manager Part 4 - Main Display Showroom Control Manager Part 5 - Main Display (Continued) Anatomy of a Customer Record The Showroom Event The Sales Process Tab Work A Deal Work-A-Deal, Part 1 - Overview Work-A-Deal, Part 2 - Simple Deal, Setting Up Work-A-Deal, Part 3 - Simple Deal, Runthrough DMS Integration Work-A-Deal, Part 4 - Selling Price, Cost, and Gross Work-A-Deal, Part 5 - Adding Rebates Work-A-Deal, Part 6 - Dealer and FI Adds Work-A-Deal, Part 7 - Working With Trades Work-A-Deal, Part 8 - Taxes and Fees Work-A-Deal, Part 9 - The Payment Matrix Work-A-Deal, Part 10 - The Active Deal Work-A-Deal, Part 11 - Pushing Work-A-Deal, Part 12 - Lease and Balloon Deals Dispositioning Events Dispositioning Showroom Traffic Delivery Only Events Managing Follow Ups Managing Employee Follow Up - Intro Managing Employee Follow Up - Schedule Basics Managing Employee Follow Up - Creating or editing a schedule Managing Employee Follow Up - Assigning a schedule to an employee Managing Employee Follow Up - Oversight Final Notes Admin 101 Employee Maintenance Adding An Employee Editing an Existing Employee Removing an Existing Employee Helping Employees With Lost or Forgotten Passwords Editing an E-mail Signature Configuring Push to Trade Appraisal Tools Text Message Notifications Email and Internet Lead forwarding (PDA e-mail) Configuring Employee Security Levels Advertising Source Maintenance E-mail Template Maintenance The E-Mail Template Maintenance Screen Editing an Existing Template Creating a New Template Adding an Image to an E-Mail Template Contact Schedule Maintenance Schedule Basics Creating and Editing Schedules Assigning Schedules Internet Lead Management The Basic Round Robin Advanced round Robin Creating Round Robin Rules Round Robin Rule Order Internet Lead Activation (employee profile) Optional Products Results-Based Follow-Up RBF Introduction Completing Follow-Up Tasks With RBF Introduction to RBF Setup The Customer Contact Maintenance Screen Results Schedules Creating a Schedule Triggering Other Schedules Event Date vs. Schedule Start Date Call Trak Introduction to CallTrak Getting Started Mapping a CallTrak Number To An Existing Phone Line Mapping a CallTrak Number To Multiple Lines Recording Calls Outbound Calls Click to Call Voice Notes CallTrak Records and Reports CallTrak on the Marketing Center CallTrak Reports Direct Text Introducing Direct Text Getting Started With Direct Text Sending a message with direct text The customer experience Customer Responses Text Message Templates XRM Video Redesigned Customer Screen Introduction Customer Information My Opportunity My Garage New User Interface New User Interface Overview Navigation and Quick Links Dashboard Overview Customizing Your Dashboard Quick Entry Customer Overview WebDesking Click Here if you have problems viewing videos