Page 46 - Agent Handbook 9.14.21

Preference Setup:

To set up your email signature:

• Go to Admin on the left-hand side
o Click on CRM SETUP

▪ CLICK ON PREFERENCES
• You will then in the body add in your name, the dealership, dealership address, and
telephone number to reach you back on.

• You will need to do this for EACH dealership
• Scroll to the bottom and click save

To set up your BDC Agent home screen:

• Go to Admin
o CRM Setup

▪ Click on Preferences

▪ You will then see Landing Page

▪ You need to click the drop-down arrow to BDC AGENT DASHBOARD
▪ To the right you will see Job Title, input Guest Experience Agent

▪ You will see a check box that says “Always include email signature” check that box.

▪
▪ Scroll to the very bottom of your screen and click SAVE

44