Training Spotlight - Report Builders

 

Training Spotlight of the Month

Report Builders

 

Report Builders are a great way to customize reports based on your needs.

Watch this month's video to learn about the different Report Builders and how you can use them to maximum effect.

 

 

• Prospect Activity Report: used to gather all information related to prospects (contact information, desired vehicle, customer trade, etc.)
  
  
• Sold Vehicle/Profit Report: used to gather all information related to sold customers and delivered deals (contact information, delivered vehicle, aftermarket products sold, profit calculations, etc.)
  
  
• Inventory Report: used to gather all information related to current inventory (vehicle specifics, book values, etc.)