GURA: Clients
Traver Connect
CRM for managing clients and dealership details. Settings provided for each client and dealership for customization in other applications.
Overview
Overview dashboard shows user health of dealerships at a glance
Tickets
Filter and manage existing tickets.
Find Ticket
Ticket results based on filter
Ticket details
Dealerships
View & manage dealership/client details
Dealerships
Dealership Info
Dealership contacts
Dealership hours of operation
Dealership rules
Time/Mileage
Recalls
Scheduling
Dealership Features
Outbound
Resources
Upload resources files for reference
History
Alerts
Call Records
Filter and manage records of all calls answered.
Call Record
View details and listen to recording of call.
Call Records
Filter call records
Settings
Edit settings for GURA: Client or other Traver Connect related applications.
Settings - General
Settings - Users
Settings - Alert
for templates for email alerts sent to dealership agents from Traver Connect agents.
Settings - Packages
Settings - Vehicles
Settings - Products
Settings for onboard checklist
Add New
Add new client. dealership or ticket.
Add New
Select new client, dealership or ticket
New Client
New Dealership
Adding a new dealership to a client
New ticket
Select type of ticket
Task Ticket
Task details
Phone Ticket
Phone details
Meeting Ticket
Meeting details
Scheduling Ticket
Scheduling Call details