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Understanding Plugins
Part of successfully utilizing the CRM in v10 is understanding the outcome of each plugin and matching that to the desired goal. Throughout this course, we will review the plugins available for the accounting department and review how to successfully create guides, campaigns, or mailers to communicate with your customers.
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Accounting CRM Workplan Plugins
- Knowledge Check (Optional)
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Understanding Plugins Quiz
- Navigating the Workplan Dashboard
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Navigating the Workplan Dashboard
- Workplan Set Ups
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Workplan Control File
Tooltips?
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Block Maintenance
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Setting Up Guides, Campaigns, and Mailers
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Document Maintenance
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Mailing Maintenance
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Campaign Maintenance
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Guide Maintenance
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Workplan Document Formatting
- Knowledge Check (Optional)
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Workplan Set Ups Quiz
- Sending and Managing Customer Communications
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Executing and Managing Tasks
- Knowledge Check (Optional)
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Customer Communications Quiz
Accounting Workplan
Utilize our accounting plugin to ease the pain of chasing down overdue receivables customers for your accounting team.
v10 Workplan has been designed to help your dealership maintain constant contact with your customer base by offering customizable follow-up schedules and professional document templates. This built-in CRM will assist with customer relations and hold dealership staff accountable for every customer interaction.
Part of successfully utilizing the CRM in v10 is understanding the outcome of each plugin and matching that to the desired goal. Throughout this course, we will review the plugins available for the accounting department and review how to successfully create guides, campaigns, and mailers to communicate with your customers.