The purpose of this article is to explain the steps to follow when logging a LIVE Transfer Opportunity (TO).
From the Navigation Bar click AGENT CONSOLE
Select the DEPARTMENT/ACTIVITY TYPE as it pertains to the call 
Select the DEALERSHIP/BRAND
Select the ORIGINATING LEAD SOURCE
- INBOUND CALL
- INTERNET
- CHAT
- TEXT
- WALK-IN
- PROACTIVE CAMPAIGN
Select the applicable LEAD LABEL
Select the Follow-up process and Campaign if applicable.
FOLLOW-UP PROCESS CAMPAIGN
- Unappointed All listed for your dealership
- Missed Appointment
- Unsold
Select ACTIVITY:CALL
Select EMAIL and TEXT as it pertains to the activity.
Select the NUMBERS DIALED (if applicable)
Select Transfer Opportunity
Select LIVE TO
Booking appointments from Live T/Os:
When logging a LIVE TO, there are two options for creating an appointment from the LIVE TO.
Option 1:
After selecting LIVE TO, follow the steps provided above to log a LIVE TO but do not select save.
Wait for the results from the manager, once an appointment is confirmed, then select Book Appointment, Enter personal details and click SAVE.
- First name
- Last name
- Appt Date/Time
- Cell phone
- Vehicle Notes
- Click SAVE
Note: After selecting Booked Appointment, you may need to reselect Live TO to capture both.
Select SAVE
This will save the Live TO and Booked Appointment together in one activity.
Option 2:
After completing selections for the activity, select Live T/O and then select save.
If an appointment is booked, go to your Activity Log and locate the Live T/O activity.
From the action button, select Edit.
This opens the agent console with the previously saved activities. You can now select "Book Appointment" and enter the appropriate appointment details.
Note: After selecting Booked Appointment, you may need to reselect Live TO to capture both.
Select save, to now save the Live T/O and the booked appointment together.
After saving a Live TO, it can be viewed within the TO MANAGEMENT Log.
Select LOGS on the navigation bar then click TO MANAGEMENT.
In the TO MANAGEMENT log you will be able to view the LIVE TO and the appointment that was booked on the AGENT CONSOLE.
*New - Logging a Live TO and NO Appointment is Booked
- When logging a Live TO and NO appointment is booked, an agent can still add the customer's First and Last Name, along with any additional notes that pertain to the activity.
