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New Vehicle Not Defaulted To CRM Campaign?

New Vehicle Not Defaulted To CRM Campaign?

Postby carcare » Tue Jan 26, 2016 3:32 pm

On a existing customer when they bring in a new car we have to go to vehicle screen and check the box for include this vehicle in crm is this the way this is suppose to work I would think it would select it as a default and you would have to un select if you don't want follow up on that vehicle this is on every new vehicle entered
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Re: New Vehicle Not Defaulted To CRM Campaign?

Postby Rich » Wed Jan 27, 2016 6:09 am

I don't think that is how it should work. I did a quote for a dealer yesterday. I open the "Customer" tab and the box "include in CRM campaign" is checked. I opened the truck I entered yesterday and "include this vehicle in the CRM campaign" box it checked by default.

Are you sure that the box in the "customer" tab is marked?
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Re: New Vehicle Not Defaulted To CRM Campaign?

Postby carcare » Wed Jan 27, 2016 8:00 am

under my customer tab it will be checked on include in CRM campaign for that customer and when they bring in a new car we have to add check under vehicle tab if not when I go back in posted ticket it want be checked
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Re: New Vehicle Not Defaulted To CRM Campaign?

Postby timbre4 » Wed Jan 27, 2016 10:35 am

I got this from CRM product management:

"I have not been able to duplicate any scenario where the vehicle checkbox “Include this vehicle in CRM campaign” is not checked by default. I’m using version 7.0.2

Existing customer + new vehicle
New customer + new vehicle
Existing customer + new vehicle + previous vehicle created unchecked
New customer + new vehicle + previous vehicle created unchecked
Existing customer + Customer screen checkbox unchecked + new vehicle
New customer + Customer screen checkbox unchecked + new vehicle

I believe you should reference this behavior with tech support.
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Re: New Vehicle Not Defaulted To CRM Campaign?

Postby Rich » Wed Jan 27, 2016 11:02 am

I am still on 6.6.8.

I did new customer/new car, old customer/new car and had no issues.
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Re: New Vehicle Not Defaulted To CRM Campaign?

Postby carcare » Wed Jan 27, 2016 11:22 am

We found out that this is only happens when new vehicle is entered using Mobile Manager we called Bolt On and they are working on a fix for this so if you have Mobile Manager make sure the box is getting selected under vehicle tab for follow up with Mitchell CRM
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Re: New Vehicle Not Defaulted To CRM Campaign?

Postby Rich » Wed Jan 27, 2016 12:23 pm

Thanks for posting the update!
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Re: New Vehicle Not Defaulted To CRM Campaign?

Postby timbre4 » Thu Jan 28, 2016 7:49 am

Thank you very much - shared with support folks.
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