EMAIL
what drop down do you click when looking for anything pertaining to titles?
Titles email dropdown
Where should you attach the Nol
CRM
Where do you go to mark the date for putting in a ticket
CRM
How can you check if an account is retail or Leese?
By looking in STA
By looking in CRM
By looking at the account number
How do you get to your spread sheet?
Click the outstanding tracker folder in your files
What should you have at the bottom of each email you send?
Email signature
CONFIRMATION OF SALE
TITLE INQUIRY
Vehicle Inquiry Results
what should be filled out at the end of each work day?
Production Tracker
what do you do if an account is an retail and has an title?
Create an Asset
True or False You should save your spread sheet once a day
False, you should save it many time, to ensure not loosing any work
How do you organize your emails?
Free Answer
What are some Retail positive?
LH listed correctly
which state are you able to run an online inquiry
What do you do if an account is an Leese with a title?
place account on dupp tracker
BDM
what should you leave when leaving a VM for a call back?
Your contact information,
your name, number, and email address
What should be different on a Leese account compare to retail?
Retail should have us listed as LH
Leese should have us listed as Owner
What is a Leese negative?
Title was issued, but not correctly
Name one of the representative you ask to speak to when calling a dealership.
What tab do you click to add more to the drop down list?
Click data tab on excel, go to date validation