Managing Dealerships and Daily Tasks

Page Summary

The Manage page is divided into six tabs:

1. My Dealerships – View and organize your assigned or prospect dealerships.
2. Tasks – Track upcoming calls, follow-ups, and visits.
3. Notes – Log interactions and updates for each dealer.
4. Page Views – See which dealers are engaging with shared reports or dashboards.
5. Lists – Group dealerships for outreach, reporting, or travel planning.
6. Routes – Plan dealer visits and track trip completion.
   
   

My Dealerships Tab

Purpose:

Displays all dealerships assigned to or followed by the agent, with quick metrics and CRM-style interactions.

Top Metrics:

• Total Dealerships – Count segmented by status (Active, Prospect).
• Avg. Inventory – Average number of vehicles across assigned dealerships.
• Avg. Last Month Sales – Combined sales volume for the past month.
• Avg. Days on Lot – Average time vehicles remain unsold.

Table Columns:

User Actions:

• Filter by status (All, Active, Prospect, etc.)
• Search by dealer name
• Open tasks or notes directly from the icons
• Adjust rows per page for longer lists
  
  

Tasks Tab

Purpose:

Tracks all pending tasks linked to dealerships, ensuring timely follow-ups and accountability.

Columns:

User Actions:

• Search or filter by dealer name or keyword
• Mark tasks complete (if enabled)
• Add or edit tasks through the dealer detail view
  
  

Notes Tab

Purpose:

Centralized view of all dealer-related notes, meeting summaries, or call logs.

Columns:

User Actions:

• Click a note to view or edit
• Add new notes directly or via dealer profile
• Filter by date or dealer name

Page Views Tab

Purpose:

Shows engagement analytics for shared VelociFI pages, such as reports or dashboards.

Columns:

User Actions:

• Click any dealer to open the Public Page Stats modal with detailed engagement breakdown by device (Desktop, Mobile).

Notes:

Use this data to identify highly engaged or inactive dealers.

Lists Tab

Purpose:

Allows agents to group dealerships for outreach, reporting, and route planning.

Layout:

• Left Panel:
  
  • Status Lists (Active, Prospect, Inactive, Ignore)

• • Custom Lists (agent-created folders)

• • Add New (+) to create a new list or save current filters

• Right Panel:
  
  • Dealer table with columns for Dealer Name, Status, Location, ZIP, URL, and Notes

User Actions:

• Manage membership (add/remove dealers)
• Search or export list to CSV
• Open dealer details or notes

Notes:

Lists sync with other modules, including Market Insights and Routes.

Routes Tab

Purpose:

Plan, organize, and track travel routes for in-person dealer visits.

Columns:

User Actions:

• Search routes by name or date
• Review distance and travel time before visiting

Notes:

Routes integrate with dealer visit tracking and can sync with mobile devices or calendars.

Tips

• Use Lists and Routes together for regional planning.
• Check Page Views before outreach to prioritize interested dealers.
• Keep Notes updated for clear account history.