FAQ: Logging Traffic 

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  1. How do I log an Up?

    1. There are three common ways to log a showroom up:

      1. Use the driver's license scanner.

      2. Log an Up using the Showroom Guest Entry function by clicking on the Green man icon at the top of the page.

      3. Click on the Customer tab and select Showroom Guest Entry to enter a Be-Back.

  2. How do I log a Phone Up?

    1. Log a Phone Up using the Incoming Sales Call Button at the top of the page or alternatively you can click on the Customer tab and select Phone Call Entry.

  3. Why am I not in the employee drop down when I'm trying to enter a customer into the showroom?

    1. There are several possible reasons for this:

      1. If you have been in the drop down before, but are not now, then you may have a previous showroom event that is incomplete (this is an optional setting for your dealership).

      2. You may have not completed yesterday's follow up activities and are now locked out of logging new showroom events (also a dealership optional setting).

      3. Your employee type may not allow for showroom events (only sales person sales manager will show on the list of salespeople when logging a showroom customer).

  4. How do I log Phone calls (inbound/outbound follow up) activity with an existing Customer?

    1. Search for the Customer and then click on the Phone button.

    2. Next, make sure to set your Appointment in the system and select the Call Results as well.

    3. Under the Next Contact box, make sure that you select a Next Contact date that you would like to speak with them.

  5. My driver's license scanner "doesn't work." How do I fix it?

    1. The most common reason that a driver's license scanner would stop working is due to the scanner computer being used for things other than scanning licenses.  Our operating agreement stipulates the use of a dedicated scanning computer for this reason.

    2. The security settings associated with Camera software, Internet Browser Toolbars and other software generally conflict with the security settings necessary for the scanner to complete its function.

    3. Restarting the XRM software may resolve the problem.  If this doesn't work, a reboot of the computer that the license scanner is attached to might restore functionality. 

    4. If neither of these options work, please call Tech Support at 713-275-0575 or 800-847-5649.