Use the Dealer Recommendation Process

Learn how to use Dealer Recommendation to generate a higher Project closing rate by involving a high-loyalty Dealer.

Dealer Recommendation can be started from a Project or a Project Lead.

Steps

1. Open a Project or Project Lead record.
2. Start the process from the Dealer Recommendation button.
3. A map appears with the Project shown as a green marker at its center. Pan the map to see candidate Dealers, shown as blue markers — they’re also listed below the map.
4. Select the Dealer record to include in this Project.
5. On the next step, choose from the selected Dealer’s Contacts — pick one with an email address.
6. Select the current Project Participants who should be included in the email sent to that Contact.
7. Select an Email Template to inform the Dealer Contact about the Project — you can manually adjust the email content before sending.

Records created automatically

• Recommendation — links to the Contact at the Dealer and to the Project or Project Lead.
• Recommendation Participants — the Participants included in the recommendation.
• Activities — one per email sent to the informed Contact.
• Participants — the selected Dealer and Contact, created as a Participant if not already one.

Related

• Dealer Recommendation
• Set Up Dealer Recommendation
• Recommend Dealers for a Project