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. 


Next up options:

These options affect the "Next up" module.


Daily Reset:

Allows the CRM to reset the "Next up" module every night.

  • The "Next up" module reset is done at 6:00 UTC.


Gun miss:

Makes the "Gun miss" iconavailable in the "Next up" module".


Planned meeting:

Makes the "In planned meeting" iconavailable in the "Next up" module. For more information, see: How to use the "Next up" module.


Be-back meeting:

Allows advisors to meet a lead in which the "B-back" has been check within an hour without losing his turn.


Desk managers:

Includes a section reserved for directors. This works the same way as the "New vehicle" and "Used vehicle" sections.


Commercial directors:


Includes a section reserved for commercial directors. This works the same way as the "New vehicle" and "Used vehicle" sections.


Director management only:

Limits the modification of "In planned meeting", "Break in progress", "Delivery in progress" and "Meeting in progress" statuses to users with a director role.