When a salesperson leaves your dealership, you can expect lost leads, orphaned prospects, and missed opportunities. Luckily, you can limit your losses by reassigning those customers to active salespeople.
Here's how:
- Identify and mark the salesperson as inactive in Finance and Insurance (FIN/Control/Functions/Salesperson Data).
- Look at the Online Daily Work Plan, Enterprise Report Management, or the Management Recap to see records that no longer have an active salesperson.
- Use Sales Prospect Control (SPC/Print/Print Reports/Reassign Prospects and Deliveries) to reassign customers.
By doing so, you can ensure that those leads and prospects don't slip away. Best of all, this process can even applied to your CRM representatives through Customer Relationship Management.
