Training Lab - Prospect Management 3

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.

1. From the DealerVu home page, select Prospect Management;
2. Select Contact Management in the right panel;
3. On the Contact management screen, check "Test drive" in the Preferred unit section;
4. Click Refresh;
5. All customers who took a test drive will be listed in the search results;
6. 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.

1. From the Start window in DealerVu select Prospect Management;
2. Select the Contact Management link in the right panel;
3. On the Contact management screen, in the Owned Unit section, use the drop down and select a Make and a Model;
4. Click Refresh;
5. All your customers that own the model you selected will be listed in the search results;
6. Click on the Export to Excel icon;
7. Enter the file name PM lab 3 in the file name field;
8. Click Save;
9. On the Export to Excel dialog box, click OK;
10. 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.

1. From the DealerVu home page, select Prospect Management;
2. Select the Contact Management link in the right panel;
3. On the Contact management screen, in the “Unit Delivered Within Last” field, enter 30;
4. Click Refresh;
5. All customers that have taken delivery of a unit from your dealership in the last 30 days will be listed in the search results;
6. Click on the Email letter icon;
7. Use the drop down and select the “Hope you enjoy your ride” letter template and click OK;
8. On the Email all letters dialog box, click Yes;
9. This would send the email to all appropriate customers;
10. Close the Contact Management window.