Mobile Friendly Site
Add contacts, manage customers, get directions, and view high level sales metrics on-the-go!
Visit the Mobile Friendly Site at the following link:
https://wpppro-mb.wholesalepartscrm.com/login
Customer Management:
Manage Customers: Filter, search, and interact with customer accounts
- Select the checkbox next to each account to view more options:
- Edit Customer
- Create Contact
- View Customer Information
Add Prospect: Add customers that have no invoice history with your dealership to track the account
- Select “Add & Contact” to create a contact immediately after adding the prospect customer
SMART Maps: View customers on a dynamic visual map to identify market opportunity
Contact Management:
Manage Contacts: filter, search, and interact with contacts
- Select the checkbox next to each contact to view more options:
- Edit Contact
- View Customer Information
Contact Activity Calendar: organize, schedule, and manage communications for each OSR on a calendar view to understand contact volume
- Switch between month, day, and list views
- Select a contact to view/edit
Analytics:
Fast Lane: View high level dealership metrics
Sales Tracking: View how your dealership is tracking towards objectives
- YTD Sales vs Prior Year
- Forecasting