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.)
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