Follow up enquiries from the web form, look up a VIN and stop marketing mail to an address. You will be able to do each of these without leaving the Mac app.
Before you start #
You need a connection to the server. A write made while the Mac is offline is refused with a reason, because its result depends on what the server holds now.
Steps #
- Choose Enquiries in the sidebar.
- Pick an enquiry and change its status as you follow up.
- Type a VIN in the lookup box to see what is known about the vehicle.
- Owners, managers and advisors can add an address to the stop list so no marketing mail goes to it.
Technical details
Only the status of an enquiry can be changed. Adding an address to the stop list needs a money role.
If something goes wrong #
- A button is grey: check the connection chip at the top right, or your role.
- The server refuses a change: read the sentence it gives. It names the field to fix.