 |
 |
|||||||
 |
 |
 |
 |
 |
 |
 |
 |
|
ProMax Unlimited Online Training Class Descriptions
Descriptions for the New Online Training Courses
How do I enter my customers?
1 – Ez-Up & Customer Workscreen – 30 min
a - Entering customers into EZ-up (DL Scan)
- Partial Name Match
- Printing documents from Ez-up
- Signing documents (if applicable)
b – Entering customers into Customer Workscreen (DL Scan)
- Statuses (Linked to Follow up)
- Ad / Lead Source
- Desired Vehicle
- Entering Trade Info
- Adding Notes
- Notes & History
- Credit App
How do I complete my Daily Work Plan?
2 – Completing Follow up & Daily Workplan – 30 min
a – Follow up from the Customer Workscreen
- Completing outgoing/incoming calls
- Scheduling Activities
- Scheduled Follow up Tab
b – Daily Workplan
- Printing Letters / Sending Emails
- Completing Calls
- Scheduling Activities
- Heat Sheet
How do I use the Dashboard?
3 – Dashboard – 30 min
a – Detail Screen and Links
b – Summary Version
c – Sales Ranking Report
d – Appointment Log
e – Lead Management & Results Report
f – Unsold Prospects Report
g – Inventory Report
h – Compliance Report
I – Heat Sheet
How do I desk a Retail Deal?
4 – Retail & Cash/Wholesale Desking – 30 min
a – F&I Workscreen
- Switching Lenders
- Rollback
- Printing Proposals
- Submitting Deals
b – Retail Search
- Scanning Inventory
- Scanning Lenders
How do I desk a Lease?
5 – Lease Desking – 30 min
How do I desk a SubPrime deal?
6 – Subprime Desking – 30 min
a – Subprime Search
- Scanning Inventory
- Scanning Lenders
b – Subprime Search
- Rollback
- Printing Proposals
- Submitting Deals
How do I edit customer status?
7 – BDC/Internet Manager Administration – 30 min
a – Dealership Info
- Statuses / Status Type
- Customer Groups
- Custom Prospect Logs
- Lead Types – linked to Internet Dashboard
- Lead Sources
- Ad Sources
b – BDC Settings (Recommended Settings)
How do I setup tax rates for other states?
8 - Finance Administration – 30 min
a - Dealership Info
- Additional Callbacks
b – Tax Rates
- Default State
- County Tax
- State Options
c – Standard Fees
d – Calculations
e – Desking
- Default Lender
- Service Contracts
- Aftermarket Items
How do I create automated follow-up?
9 – Automated Follow up – 30 min
a – Creating new Follow up
- Events & Triggers
- Single, Re-occurring, As Scheduled Follow up
- Before, After, Same Day
- Assigning follow up
- Carry over days
- PMOL Automated Follow up
How do I setup auto responders and Templates?
10 – Broadcast Email & Communications – 30 min
a – Setting up Auto Responders
- Auto Responder Settings
- Auto Responder Variables
- Sending test emails
b – Communications
- Creating templates
- Using Variables
c – Sending a Bulk Email
How do I manage incoming leads?
11 – Internet Tab & Lead Delivery – 30 min
a – Detail / Summary Leads
- Lead Status
b – Reports
- Lead Management
- GM One Source
- Prolink and Website Usage
- BDC and Sales Management
- Lead Source ROI
How do I print/email all follow-up for sales reps?
12 – Call Log, Call Priorities, and Letters & Emails – 30 min
a – Call Log
- Temporary Mass Reassign
b – Call Priorities
- Turning it on under BDC Settings
- Setting Call Priorities
c – Letter & Emails
- Printing / Sending
- By Type or By Salesrep
How do I manage BDR’s?
13 – BDC Manager Reports – 30 min
a – BDC and Sales Management Report
b – BDC Productivity
c – BDR Appointment Breakdown
How do I check aftermarket penetrations?
14 – Finance Manager Reports – 30 min
a – F&I Log
b – Finance Profit Summary Report
c – Total Finance Breakdown Report
d – Return on Investment Report
e – Money Due Report
f – Finance Focus Report
How do I build an F & I Menu?
15 – F&I Menu
a – Service Contracts Config
b – Aftermarket Config
c – F&I Menu Setup
- Settings
- Building Menus
- Deleting / Modifying Menus
- Disclaimers
How do I add a new user or delete a exiting user?
16 – User Access – 30 min
a – Add User
- Review permissions
- Deleting Users
b – Define Positions
c – Define Departments
d – Define Teams
e – Computer Authorizations
How do I track results using custom/built reports?
17 – Sales Manager Reports 30 min
a – Prospect Activity Report
b - Sales Tracking Report
c – Sales Ranking Report
d – Salesperson Activity Report
e – Sold Vehicle/Sold Report
How do I set up my desking module?
18 – Sales Manager Admin 30 min
a – Desking
b – Buy-Lease Proposal
c – Rebates
19 – Inventory 1 hour
a - Dealership Configuration / Inventory Settings
- Manheim auction configuration
- Changing pack
b - Inventory Maintenance
- Explanation of nightly download
- Deleting vehicles
- New vehicles since last Update
- Importance of daily maintenance
c - Unbooked Inventory
- What color-coding means
- Properly booking out a vehicle
d - Vehicle Photos
- How to import photos
e - Create New Vehicle / Create Used Vehicle
- Manually stocking in vehicles
- Adding Motorcycles, Boats, RV’s, ATVs
f – Edit
- Recalling and modifying vehicles
g - Inventory Reports
- Building custom inventory reports
- Allow users to build an individual report
How do I keep Compliant?
20 – Compliance 1 hour
a – Digital Signature
- Explain the Signature Pad usage (Do not use signature pad,
Request a signature, Require a signature)
- Edit Credit Bureau Signature Statement
b- Adverse Action
- Low Income
- High Income
- High CB Score
c – Number of Days Red Flag info valid
- Default 365
d - User Access
- Compliance Officer (Must have an active email address)
- Allow Run Red Flag Exam
- Allow Red Flag Override
- View Signed docs
- Do-Not-Call Access Privileges
- Can Remove Pending Adverse Action
e – OFAC
- Explain OFAC
- Penalties for not compliance
- OFAC ‘MATCH’ vs. ‘NO-MATCH’
f - Signing Documents
- Demonstrate Signing a doc
- Show how to retrieve signed docs
- Requires Adobe Reader (Downloaded from internet or Epad CD)
- Electronic storage of Signature for 7 years
g - Do-Not-Call List
- Explain 90 days, 18 months
- Manually Edit Applicant Last Contact Date
- Manually run customer number against the do-not-call list
- View Blocked Numbers
h - Adverse Action Letters
- Why dealerships should sent out letters
- Show both letters
i - Red Flags
- Show required Red Flag fields
- Run Exam
- Explain difference flags (Red refused, Red failed, Red no exam,
Yellow refused, Yellow warning, Green Ok)
- Must have an address in order for the Red Flag to work correctly
- Can run the EXAM at a later time
- Recall EXAM by clicking on the Flag and Yes to take EXAM
- If the customer refuses the EXAM can still be taken if the hasn’t been opened
- The EXAM can only be ran ONE time
- There is a 30 minute time limit to take the EXAM and if not taken within the time limit, it is an AUTOMATIC FAIL and cannot be reopened
- Must answer 3 out of 4 questions correctly to PASS EXAM
- *NOTE* If the customer fails or refuses, it is the dealership responsibility to investigate further to verify the customer ID
j. Reports
- Compliance Review
- Daily Manager Exit Note Review
- Pending Adverse Action letters
- Incident Report Summary