A great customer experience is everything.
Creating brand loyalty in today's computerized world requires excellence and speed at every step of the automotive customer lifecycle, from first contact to repurchasing. If your dealership can't keep pace, we can guide you through a digital transformation to streamline your operations.
We provide a comprehensive and tailored solutions suite that converts manual tasks and face-to-face interactions to the digital applications you need to create a fantastic customer journey.
Working a customer and want a shortcut to their data? Maintain quick access to a customer you plan to contact frequently by pinning them from almost any page. Read on to see how to pin a customer – and from which pages to pin them.
Pinning a Customer
To see up to 5 recently-viewed customers, click on the pin at the top right, near the Search bar. Once the menu opens, you’ll see your recent customers on the right, with pinned customers on the left. To pin a customer for quick reference later on, simply click the gray pin next to their name. The pin will turn yellow and rotate slightly to the right, indicating the customer is now pinned.
Pinning from the Sales and Service Ledgers
Another option is pinning a customer from the Sales Ledger. First, click on the customer you’d like to view to see their Customer Details page. You’ll see the same pin icon in the upper right corner of the page, next to the search window. That pin icon will keep track of how many customers have been pinned with a green bubble icon which displays the total pinned amount. In the example below, there is a small “1” over the green icon to show that one customer has been pinned in Quote™ so far.
Easily access a customer you’d like to pin using the Search window on the righthand side of any page in Quote. Once the customer appears in the search results, you can pin them straight from the result.
It’s as simple as that! If you have any additional questions about pinning customers in Quote, please reach out to your Performance Manager.
Customer Only | January 10, 2019