As a Salesperson you can grab a deal as follows: To grab a deal, Salesperson A needs to be tagged by a Salesperson B in a deal and Salesperson A needs to confirm if he/she is available to grab the deal. Click on the Deal Sheet button, scroll down to the deal that you want [...]
As a Salesperson, you will be able to add videos to your posts: Before this, please read the "How to Add a Post FAQ" and then continue here to learn how to add a video In your profile, click on the My Posts button. In the description section of the post paste the link to [...]
Just like in Social Media(like Facebook & Instagram), you can notify someone by tagging them in a deal discussion: As a Salesperson, you may want to notify the manager about a new deal/offer that you have started in your deal sheet. In your Deal Sheet tab, in your new offer, you can tag a manager [...]
As a Salesperson you can split a deal as follows: To split a deal, you need to tag a Salesperson in a deal and confirm if the Salesperson is available to split the deal. Click on the Deal Sheet button, scroll down to the deal that you want to split Tag the other Salesperson you [...]
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As a Salesperson, you will have a Toolbox button in your profile, which has links to the video call, book service appointment, and more: In your profile, click on the Toolbox button. Scroll down to see the links to video call and book service If a customer is requesting a video call, click on the [...]
As a Salesperson, you will be filling in the trade-in form: While you are on chat with a customer, right-click on the Trade-in Form button & open it in a new tab. Now on one tab you will be on chatting with the client getting all the details and on the other tab you just [...]
As a Salesperson you will be able to book a test drive for the customers: There are two ways clients can approach you to book a test drive #1 - while you are on a chat If you are be on a chat with a customer already and they ask you to book a test [...]
As a Salesperson you can log your final deal as follows: If you are logging a new Deal, you will already have the client information on the Deal Sheet tab. You can open the log sheet on the new tab by right-clicking on the Log My Deal button to open it in a new tab. [...]
As a Salesperson you can start a Deal Sheet as follows: You can start a new Deal Sheet while you are on chat with the customer on your chat section. Open the Deal Sheet in a new tab by right-clicking on the Deal Sheet button while you continue to chat with the customer on one [...]
