Click the Navigation Menu. This will be the default page for the manager role.
Click Manager Dashboard.
Customer Visits
Customer Visits displays same day in-store visits, along with each customer’s current stage in the sales process.
Click on any of the available visits to filter and view the specific details.
Leads
Leads displays same-day Digital Retail leads and in-store credit submissions through Lending Lane.
Deals
Deals displays all deals for the current business day, including deal count and deal type.
Deals are defined as signed base payment agreements.
Click on a deal type to filter by Cash, Finance and Lease options.
Actionable Items
Select Actions on any of the line items to display next steps.
Actions allows you to View Deals, View Wants & Needs, Assign deals to another sales person and View Customer Documentation.
Desking Complete Stage
When Desking is completed, Forms can be selected.
Menu Complete Stage
Once the menu is set up and ready to present, Forms can be selected.
Viewable Forms: Coversheet, Base Payment Agreement, Applied Rebates, Product Contracts, Customer Forms & Customer Documents.
Digital Retail
Digital Retail leads can be accessed from Online Leads. Click View for Lead Details.