Search

The search tool offers you several choices.

Search for a customer

1. Enter his first name, last name, Traction ID (first digit), External ID (second digit), phone, email.

Customer ID

Traction = 34089

DMS = 23308

2. Access the list of customers (only the sales manager)

3. Create a new client if no results appear

Search for an opportunity

1. Search for an opportunity with the following choices: customer, phone, make, model, year, stock number

2. List of opportunities (only the sales manager)

Search for a work order

Only available for customers with Lautopak. If you have another DMS system, this option may not apply to you.

Search for an inventory or customer product

This search allows you to see the history of the inventory, if you have taken back a trade-in or the customer has purchased a vehicle at your branch or the customer has a product in his history, you can search for it with this tool. You can search by: make, model, modelcode/sku, serial number, stock number.

Client Product

Inventory

This is where you can see the number of opportunities related to this product: read the article to understand. Moreover, you can add the location of this vehicle.

MOBILE APPLICATION

​

• Related Articles

• New Release - November 28

  Improvement of the Search section - Search for a client - Search for an opportunity - Search for a work order (Lautopak only) - Search for an inventory or a customer product Search history - Last customer search - Contact the client with the icon - ...

• Product Location

  If you need to add a location to an inventory or a customer product, no need to go through your DMS. You have access directly from Traction. To add the location, you must be in the inventory (using the search button) or in the customer opportunity. ...

• Configure the time of the calendar

  In order not to see unnecessary hours, you can set a minimum and maximum time for the schedule. 1. Go to the Congifuration tab (only ADMIN can access this page) 2. Go to the CONFIGURATION TABLE 3. In the SEARCH box, enter: SLOT 4. Press the pencil to ...

• New Release - September 27

  New search module Access the tasks calendar from the Tasks tab Two new ''Excluded'' statuses New icons for SMS and Email Delivered column in the sales module Pop-up ''Did you meet the customer'' when you sold a vehicle with no visit history today ...

• Creating a customer file

  There are 2 ways to access a customer file 1- Search for the customer using the magnifying glass 2- Take the incoming call from your extension If the customer is anonymous or does not exist in the system, you must create the customer file using the ...