Customer card icons
Here is the article that allows you to know the complete display of a customer card, several icons or definitions will lead you to different articles already explained on the subject.
COLOR OF THE CARD
To know all the colors of your branch, consult your User Guide / System Information / Card Type and/or Sales Table.
Green = no quotation
Blue = quotation (how to create a quotation)
Dark blue = Vehicle on order (how to put a vehicle on order)
Red = today's sale (how to make a sale)
Yellow = lost (how to set it to lost)
CARD STATUS
It is always important to keep your opportunity status up to date. Refer to this article for all available statuses.
WORKFLOW
Once the vehicle is ready to be prepared, we send it to its respective workflow. Refer to this article to send a card to the workflow.
PRODUCT IMAGE
If your opportunity contains an image, drag your cursor over this icon and the image will be displayed.
OPPORTUNITY NAME
This field is used to display the opportunity name. You can customize it.
CLIENT'S FIRST AND LAST NAME
If the first and last name are present, you will see them on the card.
HOME ADDRESS / EMAIL / PHONE / MOBILE
If you see these four (4) icons, it means that your customer record contains a home address, an email, a mobile number and a home phone number. **WARNING** if you see the phone and/or mobile in red, it means that there is a duplicate. To merge two customers, see the article Join two customers.
PRODUCT INFORMATION
O = card info / SKU = stock number / S = serial number / M = ModelCode. If you don't see all the information, drag your cursor and you will see it all.
OTHER INFORMATION
If you want to add information directly to the card, this white box allows you to do so. However, you must be in the Workflow Data tab under the sales opportunity to enter text.
SELLER'S INITIAL
If a salesman is assigned to the card, you will see his initials. In the customer's card you will see his image and if you place your cursor on the initials, you will find the full name. **Warning** If the initials are red, it is because the seller has a late task. To know how to assign a user, see this article.
SECOND SELLER
If you make a split deal, you can add a second seller. You'll find two stickers under the seller's initials and in the customer file you'll find the image of the second seller.
ACTION TIMES
We always measure the time of the last activity. To know the colors of this icon, see the following article.
M = minutes
H = hours
D = days
ACTION
Each action with the client, you will find an icon. Consult your User Guide / System Information / Activity tab to know all the action possibilities. To know the colors of this icon, consult the following article.
NUMBER OF ACTIONS
To find out how many actions you have had with your customer and the product they are looking for, the number in parenthesis will show you.
@ EMAIL
When you send an email to the customer, look for the @. To know the definition of each color, consult the article Email error.
SALES STATUS
After you have made your quotation and you sell the product, you can choose the status of the card. Normally the seller will enter: Deposit or Order. Then it will be the FNI's turn to change the status. See the article Sales Status to put a sold opportunity.
FNI
When an FNI is assigned on the map, you will see the initials. Place your cursor over the icon and you will see the full name.
CALENDAR
Four (4) calendars are offered to you. To know the meaning of each one, I invite you to consult the article Calendar.
SALES / SERVICE / PART / DELIVERY ICON
When you use icons in the workflow, they will appear. You are allowed a maximum of four (4) icons per card. To view your icons, go to your User Guide / System Information / Icon
SOURCE AND MEDIA
Each opportunity is linked to a media and 90% of the time to a source. This tells us where the opportunity came from (web lead) and how the opportunity was created (call, sms, email, chat, facebook). To create a source, check out this article. If you want to change the source of the opportunity, see this article. If you want to change the media, see this article. Each color is different from one source to another and determine according to your taste.
LABEL
You can add one (1) label per card. These labels allow you to quickly filter your cards according to the label you have chosen. You can then remove it. To see all the available labels, consult your User Guide / System Information / Label.
BALANCE
If the customer has unpaid invoices, available only with the Lautopak DMS, you will see a $ sign with the amount the customer owes the company.
WORK ORDER
With the wrench, you are able to see the RO number and the job number, only available with the Lautopak DMS. Place your cursor in front of the icon and the information will come out. When the key is red, it is because there is an open work order. If there is no key, it means that the RO is missing or closed. By clicking on the key, you will be able to see the details of the work order.
WO -> WORK ORDER BOOKING PARTS
If there is an open work order with parts or without parts, you will see a small flag with a specific color. Only available with the Lautopak DMS.
PI = PART INVOICE
If the customer does not have an open work order but has a part invoice, you will see the same flags but in front of them will be the letters P and I. Only available with Lautopak DMS.
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