The user can create a sales Lead for a Walk-in Customer, or directly from an Inquiry received via other means for example a phone call in the showroom of the dealership.
To create the Lead the user selects the + button in the header page of the home dashboard. The first step is to select the contact person from the drop down list of contact persons.
If the contact person does not exist, then the user creates a new Private BP, or a new Company BP with a main contact person. During the creation the duplication check is triggered.
The next step after selecting the Contact Person, is to select the Make from the list of available Makes.
The Make is the first level of the model tree stored in DSW. Each Make is linked to an Interest Type. The maintenance of this relation is done from this admin page: → ../SetupEntities/List/administration/IDMS_MAKEINTTYPE
For example for the Make BMW, the system could support the following interest types:
The most frequently used interest types that can be related to the available Makes are the following:
- Inventory : to select a vehicle of interest from Inventory
- VendConfigurator: to select a vehicle of interest from LH Configurator
- CD Configurator: integration with CD configurator to configure a VOI for the sales lead
- GME Configurator: integration with the OPEL configurator for the configuration of a VOI
- Used: to select any vehicle with vehicle type Used Vehicle w/o pre-selecting the Make
- External Configurator
- Unknown: for any VOI only with Make
VOI: It is an abbreviation of the Vehicle of Interest for a sales lead or opportunity.
Add Comment