ProMax Dealer Updates

ProMax version release - 2013.10.30.4 October 31, 2013

OEM Lead Report

Last week we introduced the new Monitored Leads Report.  This week we're unveiling another report that many dealers have requested: the OEM Lead Report.  Now lead response times from most OEMs can be tracked in one place.

Go to Reports -> Lead Management Report -> OEM Lead Report
(This report is also available on the Internet Dashboard) 

From here, select the desired OEM from the dropdown, and view a Summary with the total number of leads, how many were contacted, and how many met the OEM requirements :

Or a Detail that shows each lead, how long it took to contact them, and the Sales Rep attached:

Contact Times of "0h 0m" indicate that the lead has not yet been contacted.  Contact Times highlighted in red indicate leads that were not responded to within the OEM's required timeframe.

The new OEM Lead Report is just another tool in ProMax to help you improve your OEM lead response times, and improved response times equal money in your pocket!  Currently supported OEMs include Chrysler, Fiat, Honda, Infiniti, Lexus, Mazda, Mercedes, Mitsubishi, Nissan, Toyota, Volvo, and VW.   GM has a similar, but slightly expanded version available specifically for GM OneSource leads.

New Dupe Lead Configuration Options

We've added several new dupe lead options when updating an existing customer.  You can now select "Do not change the Customer Status", "Change to the Status normally set for this Lead Source", or "Change the Status to:" any status in your ProMax system.  This will allow you to automatically reset the automated follow-up scheduled for a duplicate lead.

Additionally, you can now choose to "Overwrite the existing Lead Source" with the new one.  In all cases that a dupe lead is received, the "Last Modified" date of the customer is now updated.

 

Other Version Release Highlights

• In Lead Delivery, Market Thief leads were previously assigned to the designated Market Thief salesperson regardless of settings.  Now, if these leads are set to "Leave Unassigned" then they will remain unassigned.  [Item 153220]

• We did some more work on our new Monitored Leads report.  [Items 153656, 153830, 153836, and 153867]

• We corrected an issue that was causing some Co-Applicants on ProMax Website leads to appear as separate leads in the Message Center.  [Item 154105]

• We changed the Admin Digital Signature option, so that now you are unable to print a document requiring a digital signature until the signature has been collected.  [Item 45666]

• The Logon Report in Admin User Access will now also list attempts to log in to ProMax that fail because they are outside the designated IP range or are from unauthorized computers.  [Item 109145]

• We did some work on  Automated Follow-Up to ensure reassignments worked properly when deleting a Sales Manager.  [Item 153567]

• We rewrote our VIN check routine to account for the new Mitsubishi Mirage's unusual VINs.  [Item 153009]

• We added a new setting to apply "1st Article Cap Tax Rate" to the entire service contract price for dealers in the state of Tennessee.  [Item 152701]

• New Dupe Lead Options [Items 103146 & 154039]

ProMax version release - 9.7.42. December 20, 2012

 Chrysler Certified Lead Management enhancement - The "Send customer to manufacturer" button is now available in the Desired Vehicle screen for all dealers using the Chrysler integration.  Selecting the button will send the customer information to the Chrysler Engage Program. [Issue 125575]

 

Version Update Highlights:

• % NADA Retail (Clean) has been added as a selectable column in custom inventory reports. [Issue 125056]
• Hyperlinks created in communications templates now display as blue. [Issue 86894]

Miscellaneous Changes Implemented:

• Updated color scheme, grid, list boxes, and buttons on the Spotted Vehicle / Stips Report.  
• The printed Traffic Analysis Report has been updated to reduce the number of pages printed. [Issue 123887]
• Corrected an issue with rebate values on the Deal Worksheet.  Rebates were incorrectly being cleared in some situations. [Issue 125889]
• When changing the customer status through the Manager Exit Note, (Dashboard > Desk Log > Reason Unsold hyperlink) the change wasn't reflecting on the Desk Log until it was refreshed.  This has been corrected to update immediately. [Issue 125893]
• Corrected issue with sorting Custom Inventory Reports that would sometimes cause an error. [Issue 125980]
• Fix: Creating new customer with showroom visit and then adding exit note was blanking out name and making record un-editable. [Issue 125447]
• When an individual email is sent to a customer from the Daily Work Plan, a note will be recorded in the Workscreen.
• Users can now set their default log on page to the Daily Work Plan when using the Salesperson/BDR View. [Issue 123612]
• Recent changes to speed up the Photo Manager caused problems with image ordering.  This has been corrected.  [Issue 125461]
• Accessories selected on the deal worksheet are now correctly split between Hard and Soft Adds on the Lease F&I screen. The Adds prices are no longer added a second time after opening the Accessories popup screen on the Lease F&I screen. [Issue 125304]
• The Customer Workscreen has been updated to include the insurance information when printing the Test Drive Agreement. [Issue 125304]
• The Money Due Report grid secondary color has been changed to a lighter grey for better readability. [Issue 123256]
• Changed Column Sorting for Money Due Report, Money Due Column in grid to sort by the financial values in the column. [Issue 123148]
• The Money Due Report has been updated so the 'Stock #' and 'Money Due' columns sort correctly. [Issue 123145]
• Updated color scheme and buttons on the Money Due Report. [Issue 120947]
• Fix: Performing an SF Search for Mileage All to All would result in vehicles with 0 miles.  This was a server-side fix and is live on production. [Issue 125494]

ProMax version release - 9.7.35. October 31, 2012

Version Update Highlights:

• A NEW Photo Manager is available for use in ProMax.  In addition to an all new interface available for manually uploading your vehicle photos, we also have a new automated process for downloading from third parties (such as vAuto and HomeNet).  Dealers wanting to get activated on this new photo integration should contact our training department.  We are also offering free online training on this feature throughout November.

                Web-based Photo Manager features:                    

 

                    *  Upload photos and work in ProMax at the same time
                    *  Drag-and-drop photo organization
                    *  Upload photos any time and assign later
                    *  More conveniently upload photos without renaming

                    *  Single or mass photo exports in .zip file 

 

• Several new selectable columns have been added to the Prospect Activity Report Builder: Trade Year, Trade Make, Trade Model, Trade Style, Trade VIN, Trade Miles, and Total Monthly Debt. [Issue 120773]
• There is a new check box by the Service Contract Tax Rate on the State Tax Options configuration screen for reducing Service Contract Tax with Trade Allowance.  Deal calculation has been update to handle the new option. [Issue 121216 ]
• "Tier" is now available as a selectable column in the Sold Vehicle / Profit Report Builder. [Issue 119387]
• "Job Time" is now available as a selectable column in the Prospect Activity Report Builder. [Issue 120142] 

Miscellaneous Changes Implemented:

• Changes to accessories in Lease and Retail deals are now correctly updated in the Total Profit popup. [Issue 120318]
• Corrected a problem on the Prospect Activity Report that was causing errors. [Issue 120915]
• Updated color scheme and buttons on the Salesperson Ranking Report. [Issue 120937]
• Optimization made to the Appraisal Report to increase performance.  Changes on production 10/25. [Issue 121219]
• Optimizations made to the Daily Workplan (Manager Scheduled Follow-up & Individual Daily Workplans) to increase performance.  Changes on production 10/25. [Issue 121047]
• Increased speed on Recall screen when searching by "Last 6" of VIN.  Changes on production 10/25. [Issue 121045]
• Increased speed when deleting trigger based follow-up on a delivery.  Changes on production 10/25. [Issue 121108]
• Maintenance completed on the Daily Workplan table - reduced size to speed up processing. [Issue 121050]
• The time to compile the Compliance Review Report has been cut in half.  Changes on production 10/24. [Issue 121044]
• Large speed increase on viewing a Compliance Review Report that contains signed documents.  Changes on production 10/24. [Issue 121042]
• Large speed increase when viewing inventory notes.  Changes on production 10/24. [Issue 121039]
• Large speed increase when updating a RouteOne Callback  Changes on production 10/24. [Issue 1201036]
• The calendar will now pop up when you check the 'Funded' check box on the Wholesale and Cash Deal screens. [Issue 49009]
• The Progress Bar was not being cleared when printing mass Book Out Sheets from the Used Vehicle Web Report.  This has been corrected. [Issue 121062]
• Updated color scheme, title, and buttons on the Unsubscribed Customer Report. [Issue 120931]
• Updated color scheme, title, and buttons on the Incoming Sales Call Report. [Issue 120930]
• Updated color scheme, title, and buttons on the Prospect Information Analysis Report. [Issue 120929]
• Updated color scheme, title, and buttons on the Floor Traffic Analysis Report. [Issue 120928]
• Updated color scheme, title, and buttons on the Showroom Traffic Report. [Issue 120926]
• Updated color scheme, title, and buttons on the Lead Management Report. [Issue 120923]
• The setting for "Confirm appts on outgoing calls starting ___ hours prior to appt." will now accept "0".  If checked, the user will be prompted to confirm the same day appointment, regardless of time before. [Issue 119303]
• Corrected another issue with new leads not being removed from the Message Center when accessed in a Desking screen.
• Optimization made to the Needed Vehicles Report to increase performance. [Issue 121072]
• Modified the Lead Management Report and BDC Sales & Management Report so they would both match with correct counts. [Issue 121101]

ProMax version release - 9.7.32. October 5, 2012

Version Update Highlights

• A NEW Traffic Analysis Report is now available in the ProMax Reports menu.  This new report breaks down floor traffic and sold customer data for in-depth analysis.  Want to know how many ups it takes to generate a sale?  The Traffic Analysis Report makes it easy, and can be run for Departments, Teams, or individual Sales Reps.   [Issue 111507]

 

• When desking in ProMax and also utilizing Instant Screen, lender tiers will be set using the IS credit score.  This only works when the lender is configured to "Select Based on CB Score", and only when the customer doesn't have any other credit score yet.  [Issue 118626]
• Configuration added for confirming appointments.  You are now able to turn off/on confirmations and set the number of hours prior to the appointment the confirmation will begin to show.  [Issue 118452]
• Military pay grades have been added to the Customer Workscreen employer popup. [Issue 118373]
• Updated color scheme on the Inventory Edit screen [Issue 118478] 
• There's now a "Reset" option on the desired vehicle pop-up screen which will clear the stock number (and associated vin/make/model/style/mileage..) [Issue 115246 ]
• Military 'State' abbreviations added for military personnel.  (AA,AE,AP) [Issue 116183]
• In the Filter/Sort, "Default Date" has been added as a quick date select.  The "Default Date" will assume MTD. [118685]
• The prices of (purchased) products are now shown in the F&I Disclosure report. [Issue 92245]
• Updated color scheme on the Inventory Maintenance screen [Issue 118410] 
• Updated color scheme on the Unbooked Inventory screen [Issue 118488] 
• Updated color scheme, column headers, and buttons on the New/Used Vehicle Web Reports [Issue 118488] 
• The Sold Vehicle/Profit Report can now report on all aftermarket items.  Each aftermarket item will have an available column listed for Price, Cost, and Profit.  Previously, only the first 4 aftermarket items would display.  [Issue 46205]

 

Miscellaneous Fixes Implemented:

• Corrected lender criteria issue that would occur on occasion when submitting to DealerTrack. [Issue 118266]
• Changed the header row font on the Customer Workscreen, Docs tab for better readability. [Issue 119078]
• Hyperlinks on the Inventory Edit screen have been changed to red for better readability.  [Issue 118840]
• Fix for cancelling the Desired Vehicle pop-up.  Hitting cancel wasn't canceling all changes made.  [Issue 118850]
• Corrected position of Signed Docs tab on the Customer Workscreen [Issue 118275]
• Fix:  Clicking on follow up for a co applicant will now navigate to the appropriate associated applicant screens. [Issue 118584]
• Fix:  Width adjustment made to the Salesperson Inventory Report to prevent it from printing on 2 pages when it wasn't necessary. [Issue 118502]
• Fix:  Changed buttons on note editor pop-up to prevent distortion under certain color and resolution settings.  [Issue 118514]
• Corrected an issue with 'Need Car - Locate' that wouldn't show prospects looking for a particular vehicle if it was entered using the VIN. [Issue 54314]
• Removed a label from the Guest Information Sheet that incorrectly displayed when printed. [118410]
• Changing Sales Manager 2 will no longer prompt for follow-up reassignment [Issue 118474]
• Fixed a rare case of follow-up not triggering retroactively for certain deliveries [Issue 118483]
• Fix for the Desk Log - Summary - Deleted customers that had previously been counted were incorrectly being counted.  [Issue 118401]
• Fix for the Lead Mgt & Results report - Delivered customers transferred to a sister store will now count correctly on the report.  [117798]
• The pop-out menu on the Internet Dashboard will now properly disappear when you click anywhere on the screen.  [Issue 116030]
  

ProMax version release - 9.7.31. September 26, 2012

Version Update Highlights

• From the Credit Application, you have the option to drop a co-applicant from a joint record.  When dropping a co-applicant and sending to the prospect log, you are now presented with an option to "Copy Saved Deals to the Co-Applicant". [Issue 115749]

• When sending an email via the Communications Screen, users are presented a pop-up input box to validate the subject line.  If a user cancels out of this input box, the email will now be cancelled - before it continued on and sent to all filtered customers. [Issue 117255]
• VIN has been added as an available column on the Salesperson Inventory Report.  This column can be turned on in the report settings. [Issue 85660]
• Configuration added for displaying mileage on the  used vehicle window stickers  (ProMax Websites).  Mileage is shown by default, but can be hidden using this new configuration setting. [Issue 118306]
• New Guest Information Sheet configuration setting to hide/show the customer signature block at the bottom of the page.  By default, the signature line will continue to print as always. [97536]
• When completing a call in the Outbound Call Note Editor for "Appointment Scheduled" follow-up, users will now be presented with the Appointment Confirmation popup to more efficiently mark an appointment confirmed. [117364]
• Saved Deal Worksheets will now show saved Rebate and Aftermarket items the displayed payments are based off of. [Issue 117589]
• Changing Sales Rep 1 or 2, F&I Manager, or Sales Manager 1 or 2 on the F&I Screens will now create a customer note for the change and will prompt for Follow Up reassignment. [Issue 115110]
• Removed the pre-filter check for SSN's starting with an '8' before an app is submitted to DealerTrack. As of fairly recently, valid SSN's can now start with an 8. [Issue 117810]

 

Miscellaneous Fixes Implemented:

• Fix for displaying added accessories on the lease only proposal.  [Issue 118340]
• The Gas Savings proposal should now print on one page for lease deals containing Rebates. [Issue 117694]
• Fix for delivered customers not counting correctly on the Advertising & Sales Report when transferred within a Dealer group. [117799]
• Corrected an issue sending application over to DealerTrack DMS via a Deal Upload.  [Issue 99521]
• Calculating tax on Acquisition Fee will now use the deal sales tax rate instead of the state lease tax rate.  [Issue 116449]
• User access issue corrected on Sales Ranking Report. [Issue 117861]
• Gas Savings Proposal updates:  disclaimer added and some additional minor tweaks. [Issue 117169]
• Fixed a print issue on the Gas Savings Proposal when Show Trade and Show Tax were both enabled. [Issue 117980]
• Fixed a problem on the Filter/Sort where sorting by CDR would cause an error. [Issue 117881]
• Corrected recent change to sort pictures before exporting them to ProMax Websites and other 3rd party websites. Certain oddly named photos were preventing the process from completing. [117944]
• Corrected default sorting of the Salesperson Ranking Report [Issue 117571, 31742]
• The Save and Delete buttons are now hidden on the Note Editor when the user access option of "Can Edit Notes" is turned off.  Additionally, the user can no longer change the visit type. [115567]
• The SalesRep Tracking report has been optimized to reduce calculation time.  [Issue 109337]
• Corrected an issue on the New/Used Vehicle Web Reports when adding Web Comments.  When a comment is cleared, and the report is compiled, the "Comments" column will now correctly display "No". [61289]
• Fix for delivered customers not counting correctly on the Sales Ranking report when transferred within a Dealer group. [117796]
• Fix for prices not displaying if stock # was manually entered on a Deal Worksheet. [Issue 118226]
• Fix for (retroactive) delivered automated follow-up on imported deals where no deal type was present. [Issue 114260]

Report scheduler added to Advertising and Sold Vehicle Reports

Our Report Scheduler feature, which allows you to schedule automatic generation of specific reports and delivery of those reports via email or FTP, has just been added to two of most commonly used reports: the Advertising/Sales Report and the Sold Vehicle Report.  The majority of our reports can now be scheduled and delivered to your inbox automatically.

 

New feature available: Automatically email your leaderboard

ProMax has long had a great Manager's Dashboard report called the Salesperson Ranking Report, which can be used as a nice realtime LeaderBoard for your dealership.  

Included in the latest verison of ProMax, we have added our Report Scheduler option to this report.  The scheduler allows you to configure automatic generation and delivery of this report to email addresses (or via FTP) at selected times.  Now you can simply set up a schedule of your choice and receive a copy of your leaderboard in your inbox.

The Report Scheduler currently has the option of configuring a specific time of day, and you can select which day of week (every day, first of the month, etc..) and include the date range (Today, Yesterday, Week To Date, Month To Date, etc.)

You can receive the report in HTML format for viewing, or even XML or CSV for direct importing into Excel.   You can create multiple report schedules for the same report to get the exact reports that you are interested in.

The report also has a setting screen which allows you to configure your forecasts per salesperson:

 

For more information on other features of our Manager's Dashboard, view our YouTube video: