- Understanding Plugins
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Accounting Plugins
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Sales Plugins
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Parts Plugins
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Service Plugins
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Other Customer 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
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Workplan Calendar
- 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
- Contact Defaults and Anti Spam
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Contact Defaults and Anti Spam Laws
The Complete CRM for Your Dealership!
This course is designed for BDC departments that need to know how Workplan can be incorporated into processes for each department.
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.