Lizzy Learning Center – Sales Rep
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Tracking Your Customers
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1.0) How To Watch The Videos (2:16 min)
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1.1) Locating/Creating A Customer Record (5:14 min)
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1.2 ) Logging Correspondence Calls/Face to Face (6:45 min)
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1.3 ) Managing Your Activities (3:07 min)
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1.4 ) Working With Interested Units (1:35 min)
Working Up A Deal
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2.1 ) Doing a Quick Quote (02:35)
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2.2 ) Working With Whole Quotes (02:57)
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2.3 ) Adding Co-Buyer Information (01:29)
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2.4 ) Adding a Unit to a Deal (04:31)
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2.5 ) Working With Rebates (03:17)
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2.6 ) Working The Numbers (03:27)
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2.7 ) Working With Trades (04:19)
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2.8 ) Working With Prior Trades (02:28)
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2.9 ) Working With Deferred Down Payments (02:14)
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2.10 ) Taking A Deposit On A Deal (02:36)
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2.11 ) *Entering Liability Insurance Information (01:19)
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2.12 ) Working With Snow Checks (03:26)
Working With Parts
- 3.1 ) Adding Parts/Accessories to a Unit (01:26)
- 3.2 ) Working With Deferred Invoice Deposits (04:47)
Working With Service
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4.1 ) Creating an Internal Repair Order (01:30)
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4.2 ) Creating an Installation Job (05:38)
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4.3 ) Setup and Installation Explained (01:52)
Forms Printing
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5.1) How To Print Your Forms (02:16)