ProMax Dealer Updates

Training Spotlight of the Month - CB Analysis Report

Sign up for free classes this month and learn how to get the most out of this powerful report!  Use the CB Analysis Report to :

• Track Credit Bureau scores

• See which CB score range is buying

• Analyze which CB scores are visiting your dealership

• Build a better process to cater to the CB scores at your dealership

Click here to sign up for free online classes

 

ProMax Version Release 2014.9.9.2 - September 11, 2014

New Password Reset Feature

Over the next few weeks we'll be rolling out our new Password Reset feature.  Once your dealership is activated, the next time you log in to ProMax, you'll be taken to a new screen in your browser that looks like this:

Just follow the simple instructions to set up your security questions.  It only takes a minute or two.

 

Once you are set up, if you ever forget your password, you can easily reset it.

We're adding a new button in the ProMax login box labelled "Forgot Password?":

 

Note:  This button will be on the login page starting today, but it won't function until your dealership is activated and you've set up your security questions.

 

If at some point a user selects "No, do not ask me again" but then later decides they'd like to set up questions, they still can.  Just go to Admin -> User Access and click on that user.  Then click the 'Password' hyperlink, and select 'Yes' to "Overwrite existing password and reset security questions":

The next time that user logs in, they will again be prompted to set up their security questions.

IMPORTANT NOTE: In order for an administrator to lock a user out of the system, they will need to clear the user's security questions in addition to changing their password.  To do this, just click the 'Password' hyperlink and select 'Yes' as in the previous example.  Then the locked out user will not be able to regain access to the system.

 

Credit Bureau Analysis Report Enhancements

We made a number of enhancements to the Credit Bureau Analysis Report.  We added three new columns: "Front Gross", "Back Gross", and "Total Gross".  We also added more information to the Detail and made it easier to access.  Instead of switching views, now you can just click on the hyperlinks.  Additionally, the report is now fully browser-based, a trend that you're going to see continue with all of the reports available on ProMax Mobile:

 

New 'Estimated Reconditioning' Popup

We updated the 'Estimated Reconditioning' section of the Trade screen, changing it from a blank field to a more detailed popup.  Click on the new hyperlink and now you have 12 editable fields to work with:

Other Changes & Fixes

• We've added an "Ad Source (Zip Code)" filter to the Lead Mgmt. & Results Report on the Manager Dashboard.  [Item 187170]

• We fixed a bug with the Daily Workplan that was sometimes causing Appointment Statuses to be incorrectly updated.  [Item 188605]

• We updated our process for transferring customers between stores to ensure that their Texting unsubscribe status was consistent with the new location's configuration.  [Item 190008]

• We added a "Pulled By" column to the Credit Bureaus On File grid in CB History.  [Item 191087]

• We corrected an issue with the Photo Manager that was preventing photos of vehicles with a space in their Stock Number from being displayed.  [Item 187165]

New ProMax Login Box Install Coming Tomorrow

ProMax Unlimited will be updating our homepage and Login box tomorrow.  After this update you will be presented with a Security Warning and prompted to install the software ProMax Online Client Utility:  

When you see this popup please click "Install"

 

If you have any issues installing this utility please call Tech Support at 877-899-4242

 

Coming Soon - New Password Reset Feature

Do you ever forget your passwords?  So do we!  That's why we're adding a great new Password Reset feature in ProMax.  We're going to be releasing this feature to dealers over the next few weeks.

Once your dealership is activated, the next time you log in to ProMax, you'll be taken to a new screen in your browser that looks like this:

Just follow the simple instructions to set up your security questions.  It only takes a minute or two.

 

 Once you are set up, if you ever forget your password, you can easily reset it.  We're adding a new button in the ProMax login box labelled "Forgot Password?":

Note: this button won't work until your dealership is activated and you've set up your security questions.

 

 

 

Training Spotlight of the Month - Incentive Optimizer

Sign up for free classes this month and learn how to get the most out of this amazing new feature!  Learn how the Incentive Optimizer:

• Selects the best incentives for customer and vehicle
   
• Covers all regional and standalone rebates
   
• Updates daily and guaranteed (if we get it wrong we'll pay your chargebacks)
   
• Takes the guesswork out of eligibility and compatibility

 

Click here to sign up for free online classes