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Dealer Education → Go Customer Comms

Go - Lead Management Setups (Admin Training) (DE_CST104)


Description
This training is for the CRM Admin or CRM Champion at the dealership. This video will cover:
- How to get lead provider leads into Go
- How to setup the Lead Assignments
- How to connect communication templates into the Process Manager
- How to set up phases 1-4 of the Process Manager
- How to set up employee permissions to be able to access the Customer Communication options

Course Length (Mins....: 29

Content
  • Lead Management Setups - Admin Training Part I (18:34)
  • Lead Management Setups - Admin Training Part II (1:48)
  • Employee Permissions: Customer Communications (4:07)
Completion rules
  • All units must be completed
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