![]() So yours may look different from mine, depending on what you have set up. These are role specific and update in real time. It can be expanded to see sales process details, queue management functions, and where the salespeople are within the dealership.īelow Mobile Manager, you’ll find all Performance Metrics. This section summarizes what the sales team is doing today. This Mobile Manager panel is specific to the sales manager landing page. Here, you can view Next Appointment Details. You can also see an overview of today and tomorrow’s total appointments. This allows you quick access to View Calendar and Add Appointments. ![]() The next panel is your calendar overview section. On the top right, you have icons for search, recent clients, instant messaging, quick links, alerts, and the menu. In the manager view we are looking at today, I also have access to the desk log. The icons in the middle are where you will receive notifications for Daily Work Plan, Prospects, and Inbox Interactions. This layout is for sales managers, so if you’re a salesperson or work in the BDC, you’ll still have this same interface, but you’ll have different panels specific to your role.Īt the top of the page, all users will see the same icons. Your screen will have a similar layout to what you see here, but it will be unique to your user role. But instead of being taken to Contact Management, you’ll be taken directly to FOCUS. When FOCUS launches at your dealership, you’ll login like normal using your credentials. Make sure to bookmark this video to review again once your dealership is using FOCUS. These will help you get familiar with the layout of FOCUS. Today, I’m going to walk through some simple navigation tips. Hello and welcome to the first FOCUS Learn It video: Navigating FOCUS.
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |