Make onboarding a breeze and boost product usage with your Online Resources: now equipped with four new user guides, accompanied by all-new training videos. Each guide and video break down a key feature in Quote. To access these learning materials, go to your Online Resources page – or click on each topic to view the video directly. For a brief overview of new topics covered, see below.

Customer Portal
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After customers receive their quote through an automated communication, the Customer Portal gives them the option of customizing it. Customers can choose options such as a different model or trim level, and a new, personalized quote will be generated that includes these preferences.

Service Ledger
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The Quote Service Ledger gives a complete list of current activity in your store’s Service Department. This makes it easy for your sales team to identify which customers currently in the service lane represent the best sales opportunities. Not only that, it provides multiple communication options to the salesperson.

Sales Ledger
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The Quote Sales Ledger helps your staff quickly identify their best sales prospects with an overview into recent customers’ quote details. Customers are ranked by their Trade Probability Rating in descending order, helping salespeople easily prioritize the customers they’d most like to follow up with.

Customer Details Page
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The new Customer Details page gives sales staff convenient access to helpful customer overviews. The overview includes vehicle information, service history and purchasing habits, which can then be used to customize the best quote for that customer. The sales person can then follow up, provide the quote, and make status updates within the Customer Details page. It’s a quick and effective way to keep up with customers from quote to follow-up to sale.

Visit the Online Resources page to view your user guides and watch the new training videos on these convenient Quote features. As always, your Performance Manager would be happy to answer any questions you may have.