Page 23 - Agent Handbook 9.14.21

Setting Appointments based on the Red Triangle

Why is it important to check a vehicle’s availability before setting an appointment?
a. Avoid the guest showing up on a vehicle that is not available – they get upset

b. Avoid the store being upset with the GEC for making this appointment upsetting the guest
c. If vehicle not available – you can find an alternative vehicle and still make an appointment

d. Starts a dialogue with the guest that you are checking on availability

e. Helps GEC establish a relationship with the guest as a trusted source of information
Elead and Sims share a relationship where they talk to each other based on the status of our
vehicles. Hence, the triangles.

• eLead is our CRM system – it is where guest information and record of our interaction with
them is kept

• SIMS is an inventory management system – it keeps a record of what new and used
inventory is at each dealership. And helps the dealership manage the status of the inventory.
When a guest buys a vehicle in our dealerships:

• The dealership marks the vehicle as “sold” in elead – elead then notifies our CDK accounting
system the vehicle is sold
• Anytime a vehicle is marked “sold” by CDK accounting system – it will tell SIMS to remove this
from inventory

How does elead get the red triangle?
• CDK and eLead communicate any updates the status of the vehicle (ex. sold or wholesale)

Why do SIMS status codes show up for vehicles that are “sold” or have a red triangle?

• This is due to timing – our accounting system has not yet told SIMS the vehicle is sold and to
remove from the SIMS inventory system

• The red triangle trumps any SIMS status code and indicates the vehicle is no longer available.

• The reverse is not true – a vehicle could not have a red triangle and be not available or sold.
This would happen if the store did not yet mark the vehicle as sold in elead or CDK. As a GEC
agent – you will not be able to figure that out and is a store responsibility to mark vehicles sold
ASAP

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