To set up or view your follow up, click the FOLLOW UP SCHEDULE from the task bar.
You will now see a list of all of your follow up (there are none yet in the picture above.) Click NEW FOLLOW UP ITEM to create a new one or click one from the list to edit it.
Check any combination of CASH, FINANCE or LEASE to send letters to those type of customers. If you only want the letter to go to lease customers, check only LEASE.
Phone Up and No Show: Check if you want to create a follow up letter or phone call for someone who called on a phone up that never VISITED DEALERSHIP (the check box from the customer screen.)
VISITED DEALERSHIP AND NOT SOLD: An unsold prospect.
SOLD: Bought a vehicle from you.
LOST: Out of the market--maybe the bought elsewhere or you couldn't get them approved... Send them a thank you letter anyways and maybe they will come back when the credit gets fixed!
DAYS AFTER CONTACT: to set up the follow up X days after you log the person. In the example above, it will generate a phone call 1 day after initial contact.
COUNTED IN AVERAGES: Maybe you are entering old prospects--it would be wierd to send them a letter 2 years after they first showed up, wouldn't it? You check COUNT IN AVERAGES from the customer screen.
Check PHONE CALL to set up a call, E-MAIL for an email one (not supported yet) or LETTER to generate a letter to be printed later. If you check LETTER you can then CHOOSE LETTER from the tab above.
DESCRIPTION: Write a small description so you can keep track of what the contact was all about.
After clicking CHOOSE LETTER, you can pick a letter from your LETTERS folder.
Here's the one we just created with the example above. Double click it to edit it.
Please note that letters and calls are automatically generated with you create your customer or prospect. After it creates a SOLD set of contacts, it never will again. Also, if you create a letter for an unsold prospect and they get sold, CSA 2008 will not print the letter (since there is no reason to anymore.)