After completing the dealer account registration, truck sales staff will gain access to the account dashboard – a powerful management tool designed to support the sales process and related activities. This is a crucial step to ensure truck salespeople can efficiently submit registrations and manage customer information.
On this dashboard, the designated manager or employee will enter the dealership’s bank information to set up ACH electronic payments. Providing ACH information is mandatory before the dealership can proceed with any registrations. This ensures that payments and commissions for truck sales staff and the dealership are processed smoothly and on time.
Once the ACH information is verified, the dealership’s primary contact will have full access to the features on the dashboard. These features include the ability to manage access rights for each truck salesperson to the dealership’s program account. This allows for clear delegation of authority, ensuring each employee only accesses the information and functions necessary for their work. In addition, the dashboard provides a comprehensive overview of all registrations submitted by the dealership, making it easy for truck salespeople to track the progress and status of each transaction.
For truck salespeople, the dashboard provides an intuitive interface to focus on their primary task of supporting customers and driving sales. They can easily submit discount registrations on behalf of customers and track each registration through the approval process. This helps truck salespeople save administrative management time and focus on building customer relationships and closing deals. The account dashboard is a valuable tool that supports truck salespeople in every stage of the sales process, from initial registration to transaction management and business performance tracking.
