Client File
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. ...
Client Attachments
You want to send the vehicle's file by email and/or text message? This article will be useful for you. In the customer's file, you go to communications Choose the sending method: Email or SMS Use the paper clip to send attachments Use the search box ...
Identifying a media
By default, the system will always put the right media (lead source). When it comes to media, here are the choices: If you create a card manually, the media will be put ''In store''. However, if the media is not really in store, you can change it ...
Exclude an Opportunity
The Exclude option is available for one sales opportunity. This button can be used if you sell several items to a customer (example a boat + a trailer + an engine) but you don't want some of them to be calculated in your statistics (trailer + ...
Assigning an employee
How to add one or more users to an opportunity/card. In order to select a user, they must have their Traction account in a specific department. Ideally, a picture of each employee would be helpful to easily see the assignment, if you don't want to ...
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 ...
Communications: Emails, SMS, Facebook and more
How can I keep track of all communications made with my client? With this module, you won't miss anything. The advantage with this new feature is that you don't need an opportunity to communicate to a customer. WHERE TO TRACK AN EMAIL The manager can ...
Availability of the opportunity
Each sales opportunity created has its own status. The status is assigned automatically or manually by an employee. You are able to see if the opportunity is active, sold or closed in another customer record. So it is more efficient to see if there ...
Quotation by email
Program your email templates via Traction. When the salesperson wants to send the quote, the sales contract, the worksheet by email, he will be able to do it with this icon. However, before sending an email, the administrator must make a template ...
Changing a sale date
As a SALESMANAGER you are able to change the date of sale. Once the status of the card has been changed to sale, you will find the icon to change the date. In the Sales Opportunity section, you have the Sales Date field To change the date, click on ...
Sales contract without exchange
How to build a contract from A to Z with an exchange. Step 1 - CUSTOMER CREATION Always look for the customer by phone number first, if it is non-existent, then you must create it. Enter all the necessary information. - First name - Last name - ...
Sales contract with exchange
How to build a contract from A to Z with an exchange. Step 1 - CUSTOMER CREATION Always look for the customer by phone number first, if it is non-existent, then you must create it. Enter all the necessary information. - First name - Last name - ...
Identify the source
If your customer card does not contain any source, you can choose it directly. For example, a customer comes to the store because he saw an ad on Facebook, the card created will not have a source. So with the help of this icon, you will be able to ...
Create a quotation
In order to change the status of the opportunity to sale, you must create a quote. Create the quotation Option 1 - using the quotation icon Option 2 - using the green + plus sign in the right grey column Enter the name of the quotation of your choice ...
Email Verification
GREEN check mark: The email is valid Red X: The email is invalid, so you cannot send an email. We suggest you use another method to communicate with the customer. Beware of typos or the customer may have entered the wrong email. Red triangle: Unknown ...
Recognizing an email ERROR
Before sending an email, make sure it is valid. Sometimes we write an e-mail too quickly and we can make mistakes. We can also detect if the sending was well done and if the customer opened the message. With the colors, we can also see how many times ...
In-store visit
When a customer comes into the store, he or she is a Passerby. If you are planning an in-store meeting with the customer, I invite you to read this article. The salesperson meets the customer, creates a customer record and an opportunity for the ...
How to add a label to the customer's file
1 ) In the customer's file, you can assign a label. This label will allow you to see all the customers with the same label during a search. 2) The label list can be modified by an Admin, under the tab: Admin / Configuration / Opportunity. You can ...
Create an opportunity
After creating the customer, you need to add a sales opportunity by searching for the product. The available inventory and status depends on your DMS. The unit must be created in your accounting system and then it will be sent to Traction. You are ...
Merging 2 clients
1- Locate the duplicate The mobile or telephone icon in red indicates that there is a duplicate customer that already has this phone number. In the customer's file, you will see a red icon for the number of duplicate customers with the same phone ...
Task and Action
ADD A TASK In the client's file, in the third block, you will find the icon Add a task or an action. CHOOSE YOUR TASK TYPE You can choose a task of your choice, by default it will always be the call task. CHOOSE A DATE AND A SCHEDULED TIME We can ...