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Digital Sales Workplace Training Material
Digital Sales Workplace Training Material
- Georgios Vasilakos (Unlicensed)
- Korina Charokopou (Unlicensed)
Owned by Georgios Vasilakos (Unlicensed)
- 10. Complaint management
- 11. Team Assignment
- 12. Reporting
- 12.1 Business Reports
- 01. Orders Report: Maturity Analysis (Analytical Multi Make)
- 02. Orders Report: Maturity Analysis (Summary/Grouped Multi Make)
- 03. Sales Opportunities Branch (MultiMake)
- 04. Sales Orders Branch (Mutli Make)
- 05. Sales Report: Advisors Performance
- 06. Per Source Channel Info (Multi Make)
- 07. Orders Report: Calendar
- 08. Sales Report: Per Family/Model (Analytical)
- 09. Per Advisor Opportunities Inquiries
- 10. Sales Area - Orders Report
- 11. Sales Area - Sales Report: Sales Opportunities
- 12. Sales Area - Orders Report: Maturity Analysis (Analytical)
- 12.2 DSW KPI Widgets
- 12.2.1 Standard Widgets (KENDO and SAPUI5 based reporting)
- 12.2.1_1 Description
- 12.2.1_2 Standard Widgets - Leads
- 12.2.1_3 Standard Widgets - Opportunities
- Open Opportunities by Make (Current Year)
- Open Opportunities (Current Year)
- Opportunities by Channel
- Opportunities by City
- Opportunities by City (Map)
- Opportunities by City & Product(Top 20)
- Opportunities by Family(Top 10)
- Opportunities by Make
- Opportunities by Model(Top 10)
- Opportunities by Source
- Opportunities by Stage
- Opportunities by Status
- Opportunities by Temperature
- Top 10 Open Opportunities (Current Year)
- To Win Ratio
- 12.2.1 Standard Widgets (KENDO and SAPUI5 based reporting)
- 12.3_Widgets
- 1. Home Dashboard widgets
- Action Container Grid List
- Active Campaigns
- Activities - Reassign Activities between Sales Persons
- Administration
- Branches List - View, edit and configure this Company's Branches, including initial set-up, team creation, passwords set-up and more
- Business Cases List - View, edit and configure Business Cases
- Companies List - View, edit and configure all Companies
- Domains List
- Entity Dimensions List
- Roles List
- Stage Group
- State Attribute
- Teams List
- Tenants List
- UI Activity Group
- Users List
- Users Logins List
- Workflow List
- Workflow Session List
- After Sales
- Job Cards (all) - Job Cards filtered by their Stage
- Job Cards Checked In (all) - Job Cards filtered by their Stage
- Job Cards In Progress (all) - Job Cards filtered by their Stage
- Job Cards - Job Cards assigned to the user filtered by their Stage
- Job Cards Ready to Delivery (All)
- Job Cards - Shows the open job cards
- Ready For Delivery
- Today's Appointments
- Today's Appointments (all) - Appointments that have today's date as Appointment Date
- Today's Delivered job Cards
- Today's Delivered Job Cards (all) - Job Cards that were delivered Today
- Announcements
- Announcements Link
- Appointments
- Autohaus Reisacher GmbH
- Birthday
- Business Partners - View, edit and configure Business Partners such as Leads and Customers
- Calendar
- Checked In
- Co Browsing
- Contact Persons - View, edit and configure all Contact Persons created by or assigned to you
- E-mail Channel Performance
- Groups List
- In Progress
- Inquiry Workflow Selection
- Leads
- Leads and Opportunities
- Leads - Reassign Leads between Sales Persons
- Leads - The number of active Leads assigned to you at the moment
- Leads - View all Active Leads created by or assigned to you, and quick-edit their current Workflow or other details
- My opportunities
- Opportunities - The number of Opportunities assigned to you at the moment
- Opportunity
- Opportunity Reassignment
- List of Open Team Tasks
- Locations List
- My Agenda
- My Bookmarks
- My Leads
- My Tasks - The number of open Tasks you have at the moment Skip to end of metadata
- My Tasks - View and quick edit all tasks created by or assigned to you
- New WhatsApp Messages - Unread WhatsApp messages from business partners
- Notifications
- Omni-Channel
- Open Team Tasks
- Opportunities - Grid List
- Opportunities - Opportunity reassignment
- Overdue Activities
- Relation Types
- Sales Areas List
- Sales Person Performance
- Sales Persons
- Team Overdue Activities
- Test Drive Calendar
- Top Hot Deals - Your Open Opportunities, by descending temperature (Deal Thermometer). Opportunities closer to Won are the Hottest
- Top Open Deals - Your Open Opportunities, by descending amount (bigger Opportunities first)
- Unassigned
- Vehicles Inventory
- Virtual Lounge
- Weather
- Whole Sales
- Workshop Dispotool Utilization
- 2. Business Partner Dashboard
- Active Purchase Leads
- Activities
- Business Partner's Details
- Business Processes
- Call History
- Campaign on BP
- Complaints
- Contact Persons
- Invoices
- Leads - Current Business Partner Leads
- Opportunities-Current Business Partner Opportunities
- Purchase Leads
- Relations - View all Business Partners relatives
- Retention Business Processes
- Sales assignments
- Service History
- Service Leads
- Test Drive Reservations
- To Do
- Vehicles
- WholeSale Opportunities
- WholeSales Leads
- 3. Vehicle Dashboard
- 4. Business Partner Group Dashboard
- 5. Sales Person Dashboard
- 1. Home Dashboard widgets
- 12.1 Business Reports
- 13. Administration Pages
- 1. Overview
- 2. Acronyms
- 3. Working Environment
- 4. Contact Person/Business Partner
- 4.10 Office 365 Add-in
- 4.11 Set-up Keys configuration
- 4.12 Option Fields
- 4.1 Add Company Business Partner
- 4.2 Add private Business Partner (Contact Person)
- 4.3 BP Groups
- 4.4 Activate/Deactivated Business Partners
- 4.5 Duplicate Check
- 4.6 BP Auditing
- 4.7 Data Privacy
- 4.7.1 Single Consent GDPR (common channels for all consents)
- 4.7.2 Multiple Consents / Multiple Channels GDPR
- 4.7.3 GDPR print templates
- 4.7.4 SYNOP Digital Signature Solution for Data Privacy Agreement
- 4.7.5 GDPR DOCUSIGN
- 4.7.6 Automated deletion of data
- 4.7.7 GDPR Statuses (GDPR required, GDPR expired, Error, <blank>)
- 4.8 Address Field (Integration via Google API)
- 4.9 Integration with VSS
- 5. Vehicle Inventory
- 6. Inquiries
- 7. Retail Lead/Opportunity
- 8. Wholesales Lead/Opportunity
- 9. Purchase Lead
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