Processes

The template files on this page should be used in the Vinsolutions Connect CRM.  Dealers can use these at their discretion.  Dealers can direct their sales staff to this page to use as a reference to their processes, or to use to copy to their respective CRM.  I have also tried to comment on the processes and also will be making a video to use for training dealership staff on how to use them appropriately.

Click the Links Below to View Processes

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Internet

• Mentalist Internet Process
• VIP Appointment Process

Showroom 

• Generic Showroom Follow Up

Custom Processes