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Submission: On June 12 via api from US — Scanned from DE
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</form>Text Content
Skip to main content Skip to footer
ADMIN
* DEACTIVATE A USER
1. Click staff icon on the left menu
2. Click on the name of the person to be deactivated.
3. Click on dropdown on right side of save button.
4. Click DEACTIVATE
* ADD A NEW REP
1. Click staff icon on the left menu
2. Click ADD button on the top right.
3. Enter Mobile Number
4. Enter First Name
5. Enter Last Name
6. Select list and team by clicking the appropriate toggles (defaults if
only one list and team).
7. Input the required data (ID or Email) to map CRM integration under the
Integration section (if applicable)
8. Click SAVE
* ADD A NEW MANAGER
1. Click staff icon on the left menu
2. Click ADD button on the top right.
3. Enter Mobile Number
4. Enter First Name
5. Enter Last Name
6. Enter Title
7. Enter Email Address
8. Select the Manager for the role
9. Click SAVE
10. Default manager permissions will be set automatically.
* ADD A NEW FINANCE REP
1. Click staff icon on the left menu
2. Click ADD button on the top of the page
3. Enter Mobile Number
4. Enter First Name
5. Enter Last Name
6. Leave the Role on the pre-selected Rep
7. Find the finance list and team and click the appropriate toggles to ON.
8. Toggle the view to ON for the Sales list if the finance rep should be
able to see sales list.
9. Click Save
10. Once back on staff page Search for the user just added
11. Click on the name
12. Click on Permissions
13. In Middle column under Rep – turn ON Rep Browser Access and Waiting List
Visibility
14. Click save
* ADD A FORMER USER
1. Click staff icon on the left menu
2. Click Dropdown on Add button on top right of page.
3. Click inactive
4. Search to find user –
5. Click on Name
6. Confirm the proper list and team by clicking the appropriate toggles.
7. Click Activate
CRM
* MAP A REP FOR VINSOLUTIONS INTEGRATION
The integration between VinSolutions and Nextup is based on the Rep Name.
To properly map the leads, confirm that all rep names exactly match.
Correct:
Vin Solutions – Joshua Jones
Nextup – Joshua Jones
Incorrect:
Vin Solutions – Joshua Jones
Nextup – Josh Jones
* MAP A REP FOR ELEADS INTEGRATION
1. Login to eLeads
2. Find the user in reference
3. Copy the DMS ID
4. Login to Nextup
5. Click Staff icon
6. Search for rep in top right
7. Click on Name
8. Input ID copied from eLeads on the API ID field under integration
9. Click Save
* MAP A REP FOR DEALERSOCKET INTEGRATION
1. Login to Dealersocket
2. Click on Admin
3. View User list
4. Find User in reference.
5. Click on User name
6. Copy the users login (ccaraballo/******)
7. Login to Nextup
8. Click Staff icon
9. Search for rep in top right
10. Click on Name
11. Input login copied from Dealersocket on the API ID field under
Integration
12. Click Save
GENERAL
* SEND A DIRECT MESSAGE
1. Click on the Message Icon in the menu on the left or top right by avatar.
2. Search for a name to find existing conversations or Click the user icon ,
then click an individual user
3. To add additional recipients to the conversation click on
4. Select a saved message by clicking on the icon
5. or Type a message in the message box
6. Click the send icon to send.
* CLEAR CACHE ON ANDROID
1. Long press app icon
2. Select the little i in the circle
3. Scroll to storage and select it
4. Select clear cache and clear data
5. Log in
* CLEAR BROWSER HISTORY ON SAFARI
1. From the Safari menu, click Clear History
2. In the Clear list box, select the length of time to clear data. To clear
the entire cache, select all history.
3. Click Clear History.
* CLEAR BROWSER HISTORY ON INTERNET EXPLORER
1. Press the [Ctrl], [Shift] and [Del] Key together.
2. On Popup-Window, Click: Delete browser history
3. Uncheck all check boxes except the selection: Temporary Internet files
and website files
4. Click on the Button “Delete” to empty the browser cache
In comparison to other browsers there is no option to select the time period.
You will be deleteing all cache data.
* CLEAR BROWSER HISTORY ON CHROME
1. On your computer, open Chrome
2. At the top right, click More (3 dots)
3. Click More tools. Clear browsing data.
4. At the top, choose a time range. (To delete everything, select All time)
5. Check box: Cookies and other site data
6. Check box: Cached images and files
7. Click Clear data.
* ADD A COMMENT TO AN ACTIVITY
1. Find the person or activity on the position or activity list
2. Click the name or row
3. From the pop-up window click the comment icon
4. Enter your first name, last name & comment (where applicable)
5. Click the Save Icon
** to clear open the comment window again, click clear and save.
MOBILE
* REMOVE A REP WITH OPPORTUNITY
* The rep in the designated position will watch the rep in the top position
and as soon the rep has an opportunity, remove them with a walk-in.
* Swipe left to right on the reps name, then select opportunity type
(Walk-in) then OKAY
* MOBILE TOKEN ISSUE
The mobile token to log in is sent via SMS for security reasons.
If you do not receive the token please check the following:
* Verify with a manager that your mobile number is correct
* Verify you are receiving SMS messages from Nextup
* Be sure your location SMS number is not blocked locally on your device
* If so, unblock and try again
* If none of the above are successful contact support and they can provide
your token to login.
* COMPLETE AN OPPORTUNITY
* Select Activity List
* Find the reps name
Use Search to Find or Tap Plus (+) sign
* Swipe left to right on reps name
* Select the opportunity type: Walk-in, Appointment, Delivery (Vary based on
location)
* Select visit type (if applicable)
* Answer all Yes/No questions ie: Appt Set, Test Drive, Sold (Locations
vary)
* Answer any additional questions ie: Manager Intro
* Tap the Activity Button (circle arrow) to confirm
* CLEAR CACHE ON ANDROID
1. Long press app icon
2. Select the little i in the circle
3. Scroll to storage and select it
4. Select clear cache and clear data
5. Log in
* ADDING A REP TO THE LIST
* From home screen, tap the “+” plus sign (top left)
* Select OKAY
The power rotation clock will only appear if there is more than 1 rep on the
list
The power rotation clock shows the time the rep will rotate to the bottom of
the list
REP
* REMOVE A REP WITH OPPORTUNITY
* The rep in the designated position will watch the rep in the top position
and as soon the rep has an opportunity, remove them with a walk-in.
* Swipe left to right on the reps name, then select opportunity type
(Walk-in) then OKAY
* MOBILE TOKEN ISSUE
The mobile token to log in is sent via SMS for security reasons.
If you do not receive the token please check the following:
* Verify with a manager that your mobile number is correct
* Verify you are receiving SMS messages from Nextup
* Be sure your location SMS number is not blocked locally on your device
* If so, unblock and try again
* If none of the above are successful contact support and they can provide
your token to login.
* COMPLETE AN OPPORTUNITY
* Select Activity List
* Find the reps name
Use Search to Find or Tap Plus (+) sign
* Swipe left to right on reps name
* Select the opportunity type: Walk-in, Appointment, Delivery (Vary based on
location)
* Select visit type (if applicable)
* Answer all Yes/No questions ie: Appt Set, Test Drive, Sold (Locations
vary)
* Answer any additional questions ie: Manager Intro
* Tap the Activity Button (circle arrow) to confirm
* ADDING A REP TO THE LIST
* From home screen, tap the “+” plus sign (top left)
* Select OKAY
The power rotation clock will only appear if there is more than 1 rep on the
list
The power rotation clock shows the time the rep will rotate to the bottom of
the list
REPORTS
* SCHEDULE A REPORT TO SEND VIA EMAIL
1. Click on your Avatar in top right
2. Click on Scheduled
3. Select which list you want to schedule a report for
4. Select which report you would like to schedule
5. Select who should receive it
You can select any manager with an email in their profile
6. Select how often you would like to receive report
Schedule Options:
Daily – Start of business to end of business for previous day – Delivered 9am
following day
Daily WTD – Start of business Monday of current week to end of business
previous day – Delivered 9am following day
Daily MTD – Start of business 1st day of the month to end of business
previous day – Delivered 9am following day
Last Weekend – Friday thru Sunday – Delivered on Monday of the following week
Last Week – Monday thru Sunday – Delivered the Monday of the following week
Last Month – 1st thru end of month – Delivered the first day of the following
month
* REPORT DASHBOARD OVERVIEW
* PRINT A REPORT
1. Click on Report Icon in the left menu.
2. Use filter and date range to find desired data.
3. Find the tile of data you want to print
4. Click on “DETAILS” in the bottom left corner
5. On detail screen click Print button in top right corner
6. Click “X” in top right corner to return to report dashboard.
CONTACT SUPPORT
888.892.8891
M-F: 7AM to 8PM PST
SAT: 7AM to 3PM PST
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to request a new featureI need help with something elseHow can we help you?
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