|
Customized Action Plans Follow-up tasks and customized reminders are tailored to your dealership. Create custom action plans for every stage of the sales process, from first follow-up to delivery and beyond. Appointment Setting Schedule tasks and appointments from within the customer's upsheet. Dashboard calendar and schedule vieww gives you a quick look at upcoming tasks and appointments. Long-term Follow Up Never miss another opportunity to reach out to your customers on birthdays, anniversarys, or other important dates. Yearly reminders for recurring important dates make long-term follow up simple.
|
 
|