Objective
To set up prompt statements or questions in the system to ask customers during the sales process, service ticket process, or delivery discussions to gather specific information efficiently.
Key Steps
Navigate to the menu and select "Point of Sale."
Click on "Settings" and locate the "Intake Script" feature.
Click on "Intake Script" to access the setup for prompt questions.
Choose the category (leads, quotes, orders, delivery scheduler, service request, or service scheduler) for which you want to create questions.
Create prompt statements or questions based on the information needed from the customer.
Add as many questions or statements as necessary for your store's requirements.
Save the created questions or statements.
Test the setup by initiating a new lead, quote, or service request to see the prompts in action.
Cautionary Notes
Ensure that the questions or statements created are clear, concise, and relevant to the information needed.
Double-check the spelling and grammar of the prompts to maintain a professional image.
Regularly review and update the questions or statements based on changing business needs.
Tips for Efficiency
Prioritize the most critical information to ask customers to streamline the process.
Train team members on how to utilize the Intake Script feature effectively.
Encourage team members to actively engage with customers using the prompts to gather necessary details efficiently.
By following these steps, you can effectively implement the Intake Script feature to enhance customer interactions and gather essential information during various processes.