Appointment Review

AgentDealershipAppointmentAudio File

1. Appointment was set by the team member. (examples of breaking this rule include, rescheduling an appointment that has not yet been missed, or setting an appointment that was already set by dealership staff).

minutes seconds

Fail

2. Must be a commitment by the prospect or another that will also be attending the visit with interest in buying or selling a vehicle. Service BDC: to service, repair or diagnose their vehicle.

minutes seconds

Fail

3. All appointments must be a commitment by the customer to visit the dealership at a specific date & time OF THEIR CHOICE.

minutes seconds

Fail

4. Must be no conditions before the customer shows for the appointment (examples include, but are not limited to – Sending out pricing, Sending a Carfax, a Call from the dealership, etc.).

minutes seconds

Fail

5. Must be in the dealership CRM and in the CentralBDC appointment portal.

minutes seconds

Fail

6. Must be set within parameters of 72 hours (today, tomorrow or the following day only). Service appts excluded.

minutes seconds

Fail

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