FAQ: Notifications

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  1. How do I set up my phone to receive notifications/e-mail? Is there a way that I can have my e-mails go to my phone?

    2.   Is there a way to recieve/answer my internet leads through my smartphone?

    1. The notification and e-mail/internet lead forwarding must be set up by a manager.

    2. The features are found by going to the Main Menu, then to Maintenance, then to Manage Employees. Search for the employee name to modify, then click on the ID number in the left column.

    3. On the "Employee Maintenance - Edit" screen, find the PDA E-mail Address field. To forward full e-mails and internet leads, put in the e-mail address for an e-mail account this user receives on his or her cell phone. Then check-mark the option below that says "E-Mails/ILeads to PDA." Click Save to save your changes.

      1. Responding to an Internet lead in this manner WILL stop the clock.

      2. The e-mail is relayed back to the XRM and sent out using the CAR-Research setup e-mail address, the customer never sees the salesperson's address on their phone.

    4. For text-message notifications, put in the employee's cell phone number and the SMS gateway address. For a list of the most common, click the magnifying glass icon to the right. The proper format should be 7135551212@text.att.net where 7135551212 is the person's cell number and @text.att.net is the SMS gateway for a cell phone on an AT&T plan. The SMS gateway MUST be entered properly for the text alert to go through.

    5. Once the text message address is filled in, check mark one or more of the following options: Appointment Notification, New Emails Notification, Internet Leads Notification, Daily Statistics Notification (usually only for managers), Service Statistics Notification, Sold Vehicle Notification, SCM Customer Turned Red. You can also set the days and times when notifications will be active below. Once changes are made, click save.

  2. What kind of notifications can I receive from Car Research to my PDA and/or email?

    1. Appointment Notification - Sends an SMS text message to your mobile phone, 1 hour prior to your scheduled appointment.

    2. New Emails Notification - Sends an SMS text message to your mobile phone with every new email received (perfect for salesperson's without their own computer).

    3. Internet Leads Notification - Sends an SMS text message to your mobile phone with every new Internet Lead.

    4. Also Notify - allows you to enter a secondary address for simultaneous notification.

    5. Emails/ILeads to PDA - Sends all new Emails and Internet Leads to your PDA email address.

    6. Emails/Internet Leads Pop-Up - Pops up a small dialog box telling the User they have a new Email or Internet Lead.

    7. Daily Statistics Notification - Sends out a summary report of the dealership's activity for the day.

    8. Sold Vehicle Notification - Sends an SMS text message to your mobile phone with the details of every sale, as they occur.

    9. SCM - Customer Turned Red - Sends an SMS text message to your mobile phone every time a Customer turns Red in the Showroom Control Manager (Default settings turn Customers Red 90 minutes after they arrive on the Showroom Floor.)

  3. Why don't I receive notifications regarding new leads and/or emails after hours and on the weekends?

    1. If you would like to be notified of emails and new leads that arrive outside of store hours, make sure that your Notification schedule in your employee profile is set to 24/7 and for every day of the week.

    2. Notifications do not queue up in the system: If an event occurs outside of your specified Notification Schedule, then you will not receive the notification via your mobile device.

  4. How do I turn on Instant Skate Alerts for Managers and/or the Salespeople? le?

    1. Go to the Maintenance tab and select Custom Settings. In the top, left-hand corner there is a checkbox that says, "Alert Salesperson of Skate Attempt". In the center column, near the top, there is a field that says, "Skate Alert." This field is for email addresses that are to be notified with EVERY skate.