MotorLot includes a full CRM (Customer relationship management) system with all packages.
CRM is useful for keeping track of all contacts, set-up call reminders, and keep track of leads.
Select “Contacts” from the navigation menu to get into MotorLot’s CRM.
The most basic function of a CRM is adding and deleting contacts.
To add a new contact, click “Post a new contact” on the right.
Enter as much contact info as possible. This will help when creating deals. It also helps with credit and OFAC checks.
Enter tags in the final field. Separate tags by a comma. Tags make that contact more searchable and also act as quick notes when looking through the contact list. For example “purchasing in October” or “Interested in small convertible”
When finished filling out info, click “Add contact”
Adding the contact will take you to the contact overview screen. Information can be added or edited from this screen. Once edits have been made to a contact, be sure to click “update contact” to save those edits.
Along the right of the contact page, are options to help keep track of that contact.
Marking the lead status (hot, warm or cold) will help identify a lead’s status quickly when looking at the contact list.
Sarah is labeled in red because she is a hot lead. Her tag is also shown in the contact list.
OFAC check automatically checks the customer’s name against the current OFAC list. Click “Check OFAC” to run this check. This is free to check and can be checked an unlimited number of times.
Credit report can be checked from the contact screen as well. Full name, address and SSN are required to pull a credit report. Click “Run credit report” to get credit report. This requires additional set up.
E-mails can be sent to the customer directly from the contact screen.
Under Email, the drop down will contain any templates that have already been set-up in MotorLot. Select a template from the drop down, or select “With no template” to start with a blank e-mail. This will bering up an e-mail editor. Click send e-mail to send it to the customer.
The Notes section on the contact page can be used to add longer notes about a customer or to set up reminders such as callbacks about the customer.
To simply add a note, type the note in the text box, select a user, and click add note.
To add a reminder with a note, type the reminder in the note box, select a user from the drop down, and check the set a reminder box. Select a date for the reminder, and click add note.
The reminder will show on the day set in the top navigation bar.
Clicking the reminder will pull up a screen of all reminders for the day.
Click “Archive” to take the contact out of the contact list but save the info within MotorLot. Archived contacts can still be found by searching and can be brought back out of archive if needed.
Click “Delete” to completely delete the contact. MotorLot always recommends archiving over deleting.