How to Identify Miles and Opportunities

Customer Miles Calculator

Calculate how many miles you have received from a customer based on what you have completed by checking the box.



Total Miles Earner for Customer =

Self Progressed Discovery

How to identify opportunities with Customers that have been Self Progressed Customers


AT-A-GLANCE

AT-A-Glance

History


1/2
Transfer Hold vehicle has not been transferred yet
2/2
Transfer has been initiated by customer, sometime you do need to refresh page to see second action


Bottom Left


VSA Location
VSA's
if the customer wanted to progress with stock#22698588 (2015 Ford Explorer) we would have to rerun an application since we voided it out when we ran the vsa on stock#20901129 (2013 Ford Explorer) on this example

Situational Notes

Sales Order Button


Self Progressed Opportunities


EPU/HD

Traditional Appointment

VSA

Transfer