Sales User Guide

Access to support email (User specific see Environment Settings)   

Clock in/Out  

Administrator (User specific settings such as changing password / logging in or out of the system)  

You can see a snapshot of the status for your staff  

You can download or print this page  

You can filter by date to view or by manager on the right   

This is a snapshot of how the day ended up to the date selected.   

You can filter the date to view on the right  

Provides a graph of the sales by state  

You can use the filters on the right side to query the information  

Click the Preview button on the bottom right to load the graphs  

You can print or download this page  

Provides a log of the customers that have interaction  

Filter on the right side by date, users, categories, descriptions, or dispositions.   

You can print or download this page  

You can also click the name in the page, and it will direct you to that record  

Global Search is the preferred method to query any data within the system  

 Search includes query options based on the listed conditions  

Lead is a source entered into the system not yet actioned  

Contact is a lead source that has been added and or actioned  

To add a contact that is confirmed not in the system click the green + New Lead  

From the contact screen, you can update the customer’s information 

You can add asset with the drop down Add Auto or Add Home 

For Auto, enter the, vin then click Vin Decoder, then enter Odometer, finish with save 

For home, verify the square foot is entered 

In order to add an additional address, click the drop down where it says: “existing address” then click the blank field, this will allow the below fields to be manually added.  

Use the scroll bar to filter the policies based on the customer’s suggested term limit 

Select the policy by clicking once on the options below 

Green is Exclusionary 

Blue is stated or named component 

Yellow is Powertrain enhanced 

Red is Powertrain 

Select the deductible and move to the next step 

Once the plan has been selected, you can use the adjustment buttons to take the total cost field up or down 

Choose the amount the customer wants to pay for the Down Payment in the amount box 

Select the middle drop down and choose Add Edit Additional Payments  

Enter the card info, then click the save disk 

The card is PCI compliant and the field will verify if the card is valid or not 

Once the information has been successfully added, you’ll see the card greyed out on the left -hand side 

Click close and you’ll see the card info on the next screen 

Finish the payment by clicking the save disk 

In order to do a post date or split payment, add the amount the customer is willing to pay today, then click the save disk 

Repeat the step and choose the date in the calendar box then click the save disk 

Verify the finance terms are correct, then enter the CVS card number 

At the top of the page, click the sell button to activate the policy 

The policy will be active as long as the Downpayment has been fully made