My alerts

Dealer Dashboard This page will auto refresh every 3 minutes

Start date

End date

Needs attention

Open work grouped by type.

Prospect alerts 0

Vehicle requests 0

Invalid leads 0

Lost leads 0

Customer lookup

First name alphabetical order

Sent by me

Pending alerts

Completed alerts

Open rotations

Open appointment rotation and open credit application rotation. Drag rows to adjust order.

Team member

Rotation list

BDC adds will text the selected salesperson.

Open appointment rotation

Open credit application rotation

Rotation log

Customer search

Search customer lead info loaded into this portal.

Search Customers

Manual customer add

Add a customer here so the whole team can find them in Customer search.

Customer name

Phone or email

Lead owner

Stock number

Note

Add alert

BDC team: choose the salesperson whose lead needs attention, then add the alert details.

Search existing customers

Salesperson lead owner

Select one or more teammates for this prospect alert.

Customer name

Customer info needed

Stock number

VIN optional

Inventory

Title pending

Year

Make

Model

Appointment

Note Live turn

Profile settings

Name

I agree to receive email notifications when prospect alerts are sent to me.

Password

Enter your current password, then choose a new one.

Current password

New password

Program users

Add or remove BDC Alert Log users.

New user name

Role

Team profile

Select a user, update their phone number, displayed name, or password for them.

Profile

Username