Here is a quick overview of the main screen of CSA 2008.
No matter what module you are on, you will always see this screen on the outside of it. It is pretty much a master page.
Across the top is your TASK BAR. Click a button to access the module.
LOG NEW CUSTOMER (used to be LOG CUSTOMER): Click this when you want to log a phone up, prospect or sold customer. You only click this the first time you enter the customer and edit the customer from their record if (for example) they go from being a PHONE UP to a prospect who VISITED DEALERSHIP.
SEARCH: Search for customers and prospects.
SOLD: Shows you a list of all of your sold customers. CSA 2008 knows they are sold if you checked the SOLD button from the customer screen.
PROSPECTS: Shows a list of all of your unsold prospects. VISITED DEALERSHIP has to be checked for them to show up on this list.
APPOINTMENTS: View your appointments for today or any other date.
ADDRESS: View your master address book.
FOLLOW UP: Click to access the Word Processor or to set up your follow up.
PROGRESS: You can set goals or view your progress.
PAYMENTS: a quick and easy payment calculator.
INSTRUCTIONS: view instructions for CSA 2008 or view these tutorials.
SETTINGS: Customize CSA 2008 for your own use.
The QUICK LINKS will show a number next to them if people qualify for them. Click on the number to view a list of the customers. If there is a ZERO, there is nothing to click.
Your MONTLY PROGRESS shows how well you are doing for the current month. The numbers are calculated from your CUSTOMER DATABASE. A person will only show up in the averages if you check COUNT IN AVERAGES and VISITED DEALERSHIP. A person must be checked as SOLD to show up as a sold customer. If SPLIT DEAL is checked, it will show up as half a deal.
Want to search for someone quickly? Use the QUICK SEARCH. Type in part or all of the text and then click SEARCH. This is great if you see a car you sold but can't remember the person's name. Type the make in for a list of all people who have bought that particular vehicle and scroll down the list until your memory gets jogged.
NOTES: Any part of something you typed in a customer's notes section.