Authorized roles: Director


Steps to follow:

1 - Click on the username in the upper left hand corner.

2 - Click on.

3 - Go into the "Preferences" section. 


General Options:

These options affect different sections of the CRM.


Make & model text input:

Transforms the "Make" and "Model" fields from a scroll-down menu to a text field.


Only model text input:

Transforms the "Model" field from a scroll-down menu to a text field.


Assign lead without action:

Allows an advisor to assign himself an orphan customer card without performing a communication.


Access to leads from other divisions:

Allows advisors to access leads from another division directly from the dashboard.


Manually modify status:

Allows an advisor to manually modify a lead's result without performing any communication.


Limited audio access:

Limits advisors to their audios only.


Auto Renewal:

Allows the CRM to automatically create a renewal type customer card following a delivery.


Authorize guest modifications:

Allows a guest user in a task (Appointment, delivery, other or CSI) to perform a communication in the customer card without him being assigned on the lead.


T.O. Dir. only:

Limits the modification of the T.O field to users with a director role.


Complementary Assignment:

Allows an advisor to assign a BDC agent and/or a commercial director on another advisor's customer card.


Sale by phone:

Makes thecheckbox available in a customer card.


Appt. confirmation:

Offers the appointment confirmation by text message for every added appointment.


Verified sale:

Makesappear in the upper right hand corner of the "Wanted vehicle" section allowing directors to indicate that the sale is verified.


CSI (Delays):

Allows the CRM to automatically create a CSI task following a vehicle delivery based on the delays selected.


CSI (Used) (Delays):

Allows the CRM to automatically create a CSI task following a used vehicle delivery based on the delays selected.


Merge rule:

Establishes the default merge rule.


Delivery Specialist selection:

Sets a user as the default delivery person.