Auto Credit Express Blog
August 20, 2008
Track the Sales Process with the latest version of LotProOnline
It can be difficult for every member of your special finance department to know when they need to step in and handle their portion of the customer sales process. The latest version of LotProOnline subprime auto software will ensure that all necessary personnel know just what to do and when to do it as the customer moves through the special finance sales process.
Following through on the sales process
Depending upon your dealership’s sales process, there can be one, two, three or even more people that can interact with a customer in the special finance sales process. These individuals can also have multiple duties and responsibilities when it comes to working the lead, contacting the customer, submitting the application and setting and being responsible for all appointments during this process.
Regardless of how many people are involved, it’s important to track the sales process and to notify the correct employees when any changes have taken place. This is where Workflow, a new feature in LotProOnline, can be an invaluable tool for your special finance department. In this article, we’ll discuss how to set up the new Workflow tool.
Setting up Workflow
LotProOnline comes with the Workflow option, but in order to use it you first have to enable this feature. To do this, click on the “Set Up” button at the top of the page. This opens up the setup menu under Application Setup.
In the setup menu, scroll down to the Configuration Options link and click on it. This opens up the Configuration table. Scroll down through the table in the “Section” column until you see the word “Global” in the Section column and “Display Workflow” on the same line in the “Name” column. Scroll to the far left on this line where you see the “Pencil” icon (this will edit the value) and click on it.
This toggles the availability of workflow. Now go to the far right column under “Value” and open up the drop down menu, click on “Yes”, then move back to the “Actions” column and click the square update box. You have now enabled the Workflow function.
Contact LotProOnline Tech Support
If your dealer group is using LotProOnline and you’d like some help setting up Workflow, all you have to do is pick up the phone and call our tech support department using our toll-free number. We’d be happy to walk you through the process and get you up and running with this latest valuable tool. This can all be accomplished within a matter of minutes. Once the process is complete, everyone in your department will be notified the minute they need to step into the sales process.
We’re not perfect, but we’re getting closer
This latest feature should help special finance department managers and everyone working on special finance leads become involved in the sales process on a timelier basis. Using Workflow will keep the sales process moving more smoothly so you can spend less time trying to analyze performance and more time working with your staff to optimize closing ratios.
To find out more about these changes, as well as other features of the best subprime software on the planet, contact us at 888.535.2277 or by using our quick contact form.
