BDC Central/CallerCX
CRM Integration
- CRM: eLead Integration for Non-CDK Drive Customers
- CRM: eLead Integration for Existing CDK Drive Customers
- CRM: VinSolutions - Disabling Click to Call
- CRM: Configuring CRM Integration Settings
- CRM: VinSolutions Integration - Getting Started
- CRM: VinSolutions - Creating a Link to CallerCX
RELEASE NOTES
- Release Notes - December 8th 2020
- Release Notes - October 21st, 2020
- Release Notes May 5, 2020
- Release Notes March 5, 2020
- Release Notes December 16th, 2019
- Release Notes September 1st, 2019
DMS INTEGRATION
CALLERCX - CALL TRACKING MANAGEMENT
- Phone Skills Report
- Speaker ID - Getting Started
- Speaker ID - Activating Users Manually
- Tips for Setting Up Call Tracking Lines
- CallerCX Dashboard Key Features
- Missed Opportunity Alerts - Defined
USER PROFILE MANAGEMENT
- Creating Receptionist User Roles
- CallerCX - Creating and Managing Users
- New User Email Verification Process
- Profile Avatars
- Manual Users
- Creating Super Admin Roles
MANAGING CAMPAIGNS IN BDC CENTRAL
MANAGING BONUS PAY
MANAGING RECEPTION FEATURES
DISPLAY BOARDS
MANAGING ALERTS & NOTIFICATIONS
BDC CENTRAL REPORTS
MANAGING APPOINTMENTS IN BDC CENTRAL
- Viewing Appointment Text Confirmations
- How to Reschedule Appointments
- Claimed Solds - How to create Non-Appointed Sales
- Customer Appointment Confirmation Text Reminders
- How to Update Show and Sold Status for an Appointment
- How to Reschedule an Appointment - For Managers
AGENT CONSOLE - LOGGING ACTIVITIES
- How to Log CSI Calls (Non-Revenue)
- Logging Live Transfer Opportunities (TO)
- Tracking Hourly Activity Progress from Agent Console
- Updating Appointments (Confirm, Cancel, & Reschedule)
- BDR - Agent Console Features
- Agent Console - Logging Non-Revenue Calls