To get to the Sales Toolkit go to the Navigator main screen and select the Vehicles tab. In the drop down menu select the Sales Toolkit Option.
The first screen gives a Sales Person the ability to carry out all tasks they would be expected to do on a day-to-day basis.
The buttons at the top of the screen allow the user to do the following:
•Create a new Customer Enquiry
•Refresh the screen to reflect the latest changes
•View a Customer's Record
•Send either internal or external mail messages
•Create non-Customer related tasks
•Raise a Quotation for a Customer
•View the first page for dates other than today
•Close the screen
Below the buttons, on the Today tab, there is a list of contacts that are requiring action today or are overdue. These are coloured dark blue for Customer-related Tasks, and green for Appointments.
The All Enquiries tab displays all live contacts - lines in red are either overdue or due today.