MyReports

To Do Sheets

To Do Sheets are part of the sales program and is a daily agenda and planner for your salespeople to better follow up with customers. The agenda for each day shows the customers to be contacted and what type of communication they have received. This helps focus your sales team on actively following up with their customers to build a relationship and dealership loyalty for future purchases or referrals. This information is available 24/7 and is updated as information is entered into our system.

To generate the report for viewing and printing: Select the dealer salesperson from the menu. Then select a month from the menu and click on "Generate Report" to view the report. You can print the "To Do" Sheets if desired.

Note: To view these reports, you will need a PDF reader such as Adobe^® Acrobat Reader^®.