CRM

Contents

Introduction to the CRM module

My Customers Tab

My Enquiries Tab

The My WIPs Tab

Today's Performance Tab

CRM Documents Tab

CRM Document Details Form

Demonstrator Booking and Authorization

Booking Selection

Creating and Amending Demonstrator Vehicles

Authorising Demonstrator Bookings

Searching for Records

Account Transaction Log

Aftersales Revenue Analysis

Purchase Detail

Customer Record Maintenance

Additional Details Tab

Associated Vehicles Tab

Motability Details Form

Customer Letter Wizard

Sending an SMS Message to One Customer Record

Contact History Form

New Contact Form

Contact Details

Follow-Up Details Tab

Chain Events Tab

All Linked Contacts Tab

Additional Information Tab

Send an SMS Tab

Further Information

Best time to call

Create Sales Ledger Account

Customer Department details

Company Records

Creating a Company Record

Company Details (n) Form

Commercial Vehicle Details Form

Vehicle Specification Form

Customer Satisfaction

Sales analysis menu

Departmental analysis

Record analysis

Company record analysis

Customer record analysis

Source of business analysis

Type of business analysis

Sales executive analysis

Update sales analysis

Analysis control

Sales Analysis Daemon

Sales analysis end of day run

Sales analysis end of period run

Stock Functions

Create stock vehicles

Register invoiced vehicles

Update vehicle selling prices

Reports and Enquiries

Reports and enquiries menu

Overdue Contact Report

Customer-Driven Overdue Contact (MK) Form

Duplicate Vehicles - Reg No. Report

Duplicate Vehicles - Regno (MK) Form

Duplicate Vehicles - Chassis Report

Duplicate Vehicles - VIN (MK) Form

Duplicate Customers Report

Duplicate Customer Report (MK) Form

Duplicate Companies Report

Duplicate Company Report (MK) Form

Transferring the CCM History

Transfer Customer Scripts Form

Incorrect Vehicle Records Report

Incorrect Vehicle Records (MK) Form

Incorrect Customer Records Report

Incorrect Customer Records (MK) Form

Incorrect Company Records Report

Incorrect Company Records (MK) Form

Unattached Vehicle Records Report

Unattached Vehicles (MK) Form

Customers Without Vehicles Report

Customers without Vehicles (MK) Form

Loan Vehicles Management Reports

Loan Vehicles List Report

Loan Vehicles List Form

Find Loan Transaction Report

Find Loan Transaction Form

Loan Vehicles Out Report

Loan Vehicles Out Form

Average Loan Duration Report

Average Loan Duration Form

Loan Vehicle Utilisation Report

Loan Vehicle Utilisation Form

Vehicles Monthly Declaration Report

Vehicles Monthly Declaration Form

Loan Charges by Vehicle Report

Loan Charges by Vehicle Form

Loan Vehicles Charges Summary Report

Loan Vehicles Charges Summary Form

Contact Analysis - Drill down Report

Contact Analysis Report Form

Source of Business Analysis Report

Source of Business Analysis Form

Records created No Follow Up Report

Records created No Follow Up Form

Unrealistic Follow up Dates Report

Unrealistic Follow up Dates Form

Contacts Terminated by Sales Report

Contacts Terminated by Sales Form

Customer Visit Analysis Report

Customer Visit Analysis Form

Vehicles in W/Shop & FI Expiry Report

Vehicles in W/Shop & FI Expiry Form

Transfer Service History

Transfer Service History (MK) Form

Transfer Contact History

Transfer Contact History (MK) Form

Delete a Previous Link

Delete a Previous Link (MK) Form

Company Analysis Report

A/Sales Analysis - Company (MK) Form

Customer Analysis Report

A/Sales Analysis - Customer (MK) Form

Vehicle Analysis Report

A/Sales Analysis - Vehicle (MK) Form

Find Last Batch for a Letter Report

Find Last Batch for a Letter (MK) Form

Delete a Batch of Letters

Reset Batch of Letters (MK) Form

CRM - Non-Menu Reports

Clearing XXX Follow-up Contacts (MK/rgKXX)

Report Selection Form

Clear XXX Follow-up Contacts (MK) Form

Running a CSI Analysis Report (MK/rgK8A)

CSI Analysis Report (MK) Form

Running an End-of-Year Vehicle Update Report (MK/rgK06)

End-of-Year Vehicle Update (MK) Form

Producing a Contact Analysis Report (MK K8B)

Contact Analysis Report (MK) Form

Customer Letter Templates

Print Contact Sheets

Fleet Detail Contact sheets

Aftersales Revenue Analysis Menu

Database Cleansing

Database Cleansing Menu

De-Duplication Outline Process

Record Selection

Clearing the Select Records Main Grid

Database Cleansing Form 1 (Database Cleansing: Step 1 of 4 - Record Selection form)

Search Filter Form

Recalling a Saved Selection

Viewing the Last Merge Log

Run Report Generator

Run Report Generator Form

CRM Report Form

Record Confirmation

Database Cleansing Form 2 (Companies)

Database Cleansing Form 2 (Customers)

Database Cleansing Form 2 (Vehicles)

Database Cleansing Form 3 (Database Cleansing: Step 3 of 4 - Record Locking form)

Starting the Merge

Confirm Merge Start Form

Database Cleansing Form 4 (Database Cleansing: Step 4 of 4 - Record Merge form)

Miscellaneous Options

CRM Miscellaneous Options menu

Contact Type Codes

Contact Type Groups

Contact Update Status

Contact Source Codes

Company Status Codes

Customer Type Codes

Vehicle Status Codes

Vehicle Progress Codes

Business Type Codes

Department Codes

Company Position Codes

Source of Business Codes

Fleet Category Codes

Questionnaire Setup

Other Vehicle Links

Add/Modify Service History

Postcode Daemon Monitor

Load Postcode Database

Vehicle Account Status Codes

Team Management

Extra Lookup Maintenance

Spend Analysis Maintenance Card

Spend Analysis Department Mapping

Spend Analysis Expense Code Mapping

Statistics view Maintenance

Statistics Permissions

Generate Stats Overlay

Create Stats Summary

Loan Vehicle Options

Loan Vehicle Types

Loan Vehicle Groups

Vehicle Group Fees

Loan Car Options

Damage Conditions and Areas

Collections and Deliveries

CRM Statistic Options

System Maintenance

CRM System Maintenance Menu

User Access Control

Prevent/allow Access

Sales Executives

Default executives

Replace executives

Verify a vehicle's index links

Default records menu

Company record default

Customer initial template

Vehicle initial template

Vehicle Stock initial template

Contact record default

Vehicle specification default

Vehicle spread default

Demo vehicle initial template

Company rental default

Driver record default:

D/rental vehicle default:

Fleet purchasing default

Branch specific customer default

Branch specific Department default

Branch specific vehicle default

Consolidate Files

File Usage Statistics

Reset in use flags

System parameters

Contact Strength Tab

Duplication Awareness Tab

Seasonal Equipment Management

Seasonal Equipment Maintenance Menu

Equipment storage area

Equipment bin locations

Equipment types

Equipment sizes

Equipment manufacturer

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