Via the Contacts area, Contacts / Customers can be viewed, searched, created and edited:
Furthermore, the associated leads can be viewed or new leads created for contacts. Contacting customers by e-mail and telephone is also possible.
The search is done by free text input in the input field above.
Note:
- The customer data is synchronized in the Car Manager and in the Automanager app.
Related Articles
Basic settings - General
In the Basic Settings > General, Settings can be set in the following areas: Cars EnVKV publication limits This setting can define whether consumption and emission data should be checked for publication. Two test stages are possible in an exam: ...
Area tasks generally
The Tasks section is used to schedule tasks and assign them to individual users so that they can contact customers / interested parties at the appointment. Classic tasks include birthday calls, for example, birthday calls, contacting before lease ...
General information about vehicles
The Vehicles section is the main management area of the car manager. Inventory and collection / collection vehicles can be managed and called up via this area. At the same time, vehicles can be created or vehicle imports triggered. Active vehicle ...
Vehicle management general
The Vehicles area in the app displays the vehicles to which the associated user has access. Subareas are: Quick Search(including search by scan of a QR code) Advanced search Vehicle detail page Edit optionson the vehicle detail page includingVehicle ...
Vehicle detail page - Statistics and Analysis
The Statistics & Analysis section is divided into several areas: Request In demand area, rudimentary data on the vehicle is provided as available. Only marketing platforms that provide corresponding data can be considered. These are the one hand ...