Dealership Configuration / Inventory Settings
Manheim auction configuration, Changing pack
Inventory tab  
Inventory Maintenance
Explanation of nightly download, Deleting vehicles, New vehicles since last
Update, Importance of daily maintenance   
 Unbooked Inventory
What color-coding means, Properly booking out a vehicle
Vehicle Photos
How to import photos
Create New Vehicle / Create Used Vehicle
Manually stocking in vehicles
Edit
Recalling and modifying vehicles
Inventory Reports        
Building custom inventory reports, Allow users to build an individual report

 

Ez-up customers
Scanning Driver’s license and/or data entry
Customer Work Screen
Data entry of customer information, Status customers, Importance of
defining lead/ad sources
Notes
Notes: Add Note, Incoming Call, Outgoing Call, Showroom Visit (Marking
Showroom visits properly), Personal Note, Schedule Activities,
Additional Info, Scheduled Follow-up, Purchased Vehicles, Signed 
Documents
Daily Work plans
Salesperson
Communications
Transferring customers between logs
Filter/Sort
Merging customers
Credit App
Housing Status, Mortgage payment, Gross Monthly Income (Income
Calculator, Flipping applicants/co-applicants, App Page 2,
Insurance Info
         

 

Desking
Define each Desking screen (Flexible Desking)
Retail, Buy-Lease, Subprime, Cash/Wholesale Deal, Finance Products Only,
Multi-Vehicle Quick Quote, Working Deals
Pulling credit bureaus
Credit application completion
Dealer Track submission
Desk Log

 

Desking
Define each Desking screen (Flexible Desking)
Retail, Buy-Lease, Subprime, Cash/Wholesale Deal, Finance Products Only,
Multi-Vehicle Quick Quote, Working Deals
Pulling credit bureaus
Credit application completion
Dealer Track submission
Reports
F&I Log, Finance Focus Report, Credit Bureau Analysis
Lender Guidelines
Select one lender and walk through the basic configuration                                
options for a lender, Explain how to send in data for updating

Setting up BDC in Administrator tab
BDC Settings
Automated follow-up
Customizing prospect logs
Setting up auto-responders
Appointment Log
Daily Work plans
Salesperson, BDR
Filter/Sort
Transferring customers between logs
Properly status customers
Marking showroom visits properly
Importance of defining lead/ad sources
Merging customers
Flipping applicants/co-applicants
Importing leads from outside  
Reports
BDC Management Report, Unsold Showroom Traffic Report, Prospect
Information Analysis Report, BDR Productivity Report, Lead Management
Report

 Dealership Configuration / Dealership Info
Explanation of Other Customer Statuses, Explanation of ad source/ad
type/lead source, Custom Prospect Logs, Store hours
Dealership Configuration / Tax Rates
How to make a rate change, How to modify county taxes, How to add a new
tax state
Dealership Configuration / Standard Fees
How to add a fee
Dealership Configuration / Calculations
Brief explanation that this information is designed to help ProMax deals
match current desking tool, Brief explanation that we will update
dealership credit life and A&H  
Dealership Configuration / Desking
Aftermarket product set-up, Examples of items that can be modified from
this screen:  default miles per year for leasing, renaming hide profit
button, changing capitalization of fees
Dealership Configuration / Buy-Lease Proposal
Explanation of 4-square proposal, Explanation of Alternate Choice  
proposal, Explanation of Multi-option proposal, Explanation of Ziegler
proposal, Brief overview of proposal parameters that can be changed from   
this screen
Dealership Configuration / F&I Menu
Brief explanation of how to set up menu
Lender Guidelines
Select one lender and walk through the basic configuration options for a
Lender, Explain how to send in data for updating
Rebates
Explain what rebates DMS updates, Brief explanation of how to add special
incentives
Dealer Groups
Explain the four options that can be defined under this setting
User Access
How to set up a template, Adding a user, Deleting a user (preparations for
doing so and what it means), Changing access

 

Reports
Dealer Management Report, Advertising & Sales Report, Sold Vehicle/ Profit    
Report, Prospect Activity Report, Salesman Tracking Report, Finance Profit  
Summary Report, Total Finance Breakdown Report, Needed Vehicles, Lead
Management Report, Unsold Showroom Traffic Report, BDC and Sales
Management Report, CB Invoice Detail Report, Prospect Information   
Analysis Report, ROI Report, Credit Bureau Analysis Report

Administration
Explain the Signature Pad usage (Do not use signature pad, Request a signature, Require a signature), Edit Credit Bureau Signature Statement.

User Access
Explain the permissions given to staff (View Signed Doc, Do-Not-Call Access Privileges) Note: Limit access to upper management on who can change user access.
OFAC
Explain OFAC and some of the penalties that can occur.
Type in a name on the OFAC list to get a hit and Explain the OFAC check
procedures.
Type in a name of a person not on the list to show difference of ‘MATCH’ vs. ‘No-MATCH’ customers.

Signing Documents
Show that if print is selected in the customer work screen the choices made back in Admin will be enacted; Show how to retrieve signed docs.
Requires Adobe Reader (Downloaded from internet or Epad CD).
Electronic storage of Signature for 7 years.   

Do-Not-Call List
Explain 90 days, 18 months, how to manually change customers contact and run customer number against the do-not-call list.

Adverse Action Letter
Why dealerships should sent out letters.
Show letter in Communications and setup the ProMax Letter Distribution Center (We can do it for you).