Training Lab - Prospect Management 3
DealerVu Training
Prospect Management Lab 3
Objective(s)
At the end of this lab, you will be able to create a contact list using several different filter criteria.
Before you begin
You will need to be logged onto DealerVu and be on the home page.
Exercise 1
In this exercise, you will learn to create a contact list using the preferred unit test drive field.
- From the DealerVu home page, select Prospect Management;
- Select Contact Management in the right panel;
- On the Contact management screen, check "Test drive" in the Preferred unit section;
- Click Refresh;
- All customers who took a test drive will be listed in the search results;
- Close the Contact Management screen.
Exercise 2
In this exercise, you will create a list based on owned unit model and export that list to an Excel formatted file.
- From the Start window in DealerVu select Prospect Management;
- Select the Contact Management link in the right panel;
- On the Contact management screen, in the Owned Unit section, use the drop down and select a Make and a Model;
- Click Refresh;
- All your customers that own the model you selected will be listed in the search results;
- Click on the Export to Excel icon;
- Enter the file name PM lab 3 in the file name field;
- Click Save;
- On the Export to Excel dialog box, click OK;
- Close the Contact Management window.
Exercise 3
In this exercise, you will learn how to get a list of all customers that have bought a unit in the last 90 days. You will also learn how to send them an email.
- From the DealerVu home page, select Prospect Management;
- Select the Contact Management link in the right panel;
- On the Contact management screen, in the “Unit Delivered Within Last” field, enter 30;
- Click Refresh;
- All customers that have taken delivery of a unit from your dealership in the last 30 days will be listed in the search results;
- Click on the Email letter icon;
- Use the drop down and select the “Hope you enjoy your ride” letter template and click OK;
- On the Email all letters dialog box, click Yes;
- This would send the email to all appropriate customers;
- Close the Contact Management window.
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