Managing Customer Tab in Gatekeeper Scoreboard
Objective
To effectively manage the customer tab in the scoreboard section of Gatekeeper to track and respond to customer interactions and leads.
Key Steps
Access the menu and navigate to Gatekeeper > Scoreboard.
Ensure the store location is set correctly.
Click on the customer tab to view ups created by the system.
Review customer information, including picture, time, response time, salesperson, and status (missed, skipped, completed).
Check for conversion to a quote or order, and for leads if applicable.
Utilize color-coding to sort and prioritize different orders.
Use action buttons to manage ups:
Reassign: Assign missed ups to an open salesperson.
History: View the timeline and history of each up.
Complete: Mark an up as completed with a reason if no sale was made.
Manually add ups for customers who enter the store through unmonitored entrances.
Clone: Copy an up to reassign it to another salesperson.
Recycle: Start over if an error was made in coding or processing an up.
Cautionary Notes
Ensure accurate data entry when marking ups as completed or adding them manually.
Use the recycle button carefully, as it will delete all progress on an up.
Tips for Efficiency
Regularly check the customer tab to stay updated on customer interactions.
Color-code and prioritize ups for efficient follow-up.
Utilize the history feature to track the progress of each up.
Communicate clearly with sales team members when reassigning ups to avoid confusion.
By following these steps, you can effectively manage the customer tab in Gatekeeper's scoreboard section to track and respond to customer interactions and leads efficiently.