ProMax Dealer Updates

ProMax Version Release 2018.9.25.1 - September 26, 2018

  Customer Suggestion Portal Featured Items

We're always working to make ProMax better! We recently introduced a great new way for YOU to help us- it's called the Customer Suggestion Portal. You can get there from within ProMax:

Any ProMax user can visit and make suggestions for new features and upvote other users' ideas as well. Got a great idea? Add it! Got a pet peeve that other users have too? Upvote it! Encourage your co-workers to vote, too! We value your opinion, and the Customer Suggestion Portal is a fast and easy way for you to give us feedback. We're updating ProMax with popular suggestions from the Portal all the time.

Here are some items from the Portal we added in this update:

• Highlight customer on recall screen- A simple change that makes it easier to visually scan across the screen. [Item 482787]
• Allow me to delete employee even if they have Lead Notifications attached to them - You no longer have to find them on each Lead Source and uncheck the boxes. [Item 479657]
• Add Customer ID to Owner Base and BDC Productivity Reports - We added Customer ID to Owner Base in our last post, and now we've also added it to the BDC Productivity Report. [Item 479651]
• Used Vehicle Branded Selection Box - We added an option to add branded titles ti used Inventory records. [Item 480222]
• Fix error, when you deliver a deal it ask you to delete car not owned anymore and logs you off - We eliminated this bug. [Item 484014]

 

 Other Changes & Fixes in This Version

• We added a "Refresh" button on the Daily Workplan. [Item 468518]
• We updated the BDC & Sales Management Report with a 'Lead Date' option. [Item 286402]
• We updated the VIP Appointment Log so that Customers' last names can be hidden from view and Appointment Statuses of 'Sold' or 'Confirmed' can be displayed. [Item 263848]
• We added a new option in the Admin -> BDC Settings Showroom Visit Types hyperlink to auto-assign a Status and Lead Source to Fresh Walk-ins. [Item 108679]
• We updated the Sold Vehicle Report Builder to properly clear user selections when switching between reports. [Item 358573]
• We added new Lead Delivery options for "Always overwrite existing desired vehicle" and "Always send auto-responders on Duplicate leads". [Items 286402 & 291745]
• We fixed an issue with Lead Delivery to ensure dupe leads are assigned when the lead match is not currently assigned to a Sales Rep or BDR. [Item 480268]
• We fixed a bug with the Sold Vehicle Profit Report that was sometimes preventing the Class and Lender parameters from clearing when selecting "Create New Report". [Item 483342]
• We added a"Dealership" dropdown to the Edit Vehicle Search for dealer groups. [Item 207642]
• We added many new 'Company Information' Forms Variables to enable better custom business credit applications and other business-specific forms. [Item 481682]

Mobile Customer Entry Screen

Mobile Customer Entry Screen

We recently rolled out our great new Customer Entry screen making it easier than ever to enter a new Customer and cut down on duplicates. Now we’ve got a Customer Entry screen on Mobile, too!

Now, any time you add a customer, ProMax Mobile will first take you to the Customer Entry screen. On this screen, you can enter as many pieces of information as you have and click on "Check For Duplicates":

ProMax Mobile searches by exact First Name-Last Name combo, then each of the unique data fields (Social Security Number, Driver's License Number, and Email Address), and Phone looking for matches.

If all of the unique data on the customer (Social Security Number, Driver's License Number, and Email Address) matches exactly, you will proceed to the requested screen with this (existing) customer.

If no matching records are found, a new customer is created for you.

If one or more records are found with some matching information, we display the matching records in order most likely match and highlight the matching information. From here you can select one of the matches, Merge Customers, or Create New Customer before going further.

 

SMS Tracking for Certified Lead Integrations

We are now tracking texts sent and received for Audi, Toyota, Volkswagen, and Volvo. These are now recognized as contact activities and going forward they will stop the clock.

Training Spotlight - Retail/Lease Comparison

Training Spotlight

of the Month

Retail/Lease Comparison

 

Each month we post a new video highlighting new features in ProMax or reviewing things you may not be using to their fullest potential. 

This month the spotlight is on the Retail/Lease Comparison. Watch this month's video and learn tips and tricks for using the Retail/Lease Comparison to its fullest potential.

 

• Provide customer with many options for both retail and lease payments
• Select multiple lenders to use for calculations
• Present best payment option and associated lender for each term
• Choose from various proposal options
• Pre-populate final Desking screen based on selection from Deal Worksheet

 

Click Here to Watch the Video

 

Keep an eye on our Dev Blog for more Training Spotlights!

 

ProMax Version Release 2018.9.5.1 - September 5, 2018

Enhanced Lead Delivery Options

We're happy to announce several enhancements to ProMax Lead Delivery Options!

• BDR Lead Notifications - Lead Delivery configuration now allow text and email notifications to BDRs [Issue 160999]
• Service BDR Lead Assignments - You can now assign Service BDR in Lead Delivery Options [Issue 158103]
• Service BDR Lead Notifications - Lead Delivery configuration now allow text and email notifications to Service BDRs [Issue 158103]
• Salesperson "Logged In" Lead Assignments - You can now 'Rotate leads across logged in sales reps' in Lead Delivery configuration [Issue 387755]

For more information on how to set up these new config items, please contact your Dealer Support Specialist at 844-322-9034

 

Customer Suggestion Portal Featured Items

We're always working to make ProMax better! A few months back we introduced a great new way for YOU to help us- it's called the Customer Suggestion Portal. You can get there from within ProMax:

Any ProMax user can visit and make suggestions for new features and upvote other users' ideas as well. Got a great idea? Add it! Got a pet peeve that other users have too? Upvote it! Encourage your co-workers to vote, too! We value your opinion, and the Customer Suggestion Portal is a fast and easy way for you to give us feedback. We're updating ProMax with popular suggestions from the Portal all the time.

Here are some items from the Portal we added in this update:

• Customer's Email now Shows on Outbound Call Note Editor - You can now see if you've collected a customer's email address in the top right of the Outbound Call Note Editor [Item 478991]
• Customer ID column added to Owner Base report - Users can click the ID hyper link and copy the customer's ID to the clipboard. [Item 479649]
• Changed "Salesperson" to  "Appointment Set By" on VIP Appointment Log - We titled the column "Appointment With". [Issue 479646]

 

Other Changes & Fixes in This Version

• We added "Original" and "Limit" amount types for trade lines for bureaus displayed using CredCo-Standard format. [Item 415505]
• We corrected GAP on the Total Finance Breakdown Report [Item 477869]
• We corrected an issue to stop customers with a company address from showing up twice in the F&I Log [Issue 478955]
• We changed automatic follow-up to now delete when unwinding a delivered deal [Issue 477753]
• We will now notify the user if they are attempting to send more bulk emails than your dealership is signed up for [Issue 292360]