Click on the name of the person to be deactivated.
Click on dropdown on right side of save button.
Click DEACTIVATE
Add a New Rep
Click staff icon on the left menu
Click ADD button on the top right.
Enter Mobile Number
Enter First Name
Enter Last Name
Select list and team by clicking the appropriate toggles (defaults if only one list and team).
Input the required data (ID or Email) to map CRM integration under the Integration section (if applicable)
Click SAVE
Add a New Manager
Click staff icon on the left menu
Click ADD button on the top right.
Enter Mobile Number
Enter First Name
Enter Last Name
Enter Title
Enter Email Address
Select the Manager for the role
Click SAVE
Default manager permissions will be set automatically.
Add a New Finance Rep
Click staff icon on the left menu
Click ADD button on the top of the page
Enter Mobile Number
Enter First Name
Enter Last Name
Leave the Role on the pre-selected Rep
Find the finance list and team and click the appropriate toggles to ON.
Toggle the view to ON for the Sales list if the finance rep should be able to see sales list.
Click Save
Once back on staff page Search for the user just added
Click on the name
Click on Permissions
In Middle column under Rep – turn ON Rep Browser Access and Waiting List Visibility
Click save
Add a former user
Click staff icon on the left menu
Click Dropdown on Add button on top right of page.
Click inactive
Search to find user –
Click on Name
Confirm the proper list and team by clicking the appropriate toggles.
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
Login to eLeads
Find the user in reference
Copy the DMS ID
Login to Nextup
Click Staff icon
Search for rep in top right
Click on Name
Input ID copied from eLeads on the API ID field under integration
Click Save
Map a rep for Dealersocket Integration
Login to Dealersocket
Click on Admin
View User list
Find User in reference.
Click on User name
Copy the users login (ccaraballo/******)
Login to Nextup
Click Staff icon
Search for rep in top right
Click on Name
Input login copied from Dealersocket on the API ID field under Integration
Click Save
General
Send a Direct Message
Click on the Message Icon in the menu on the left or top right by avatar.
Search for a name to find existing conversations or Click the user icon , then click an individual user
To add additional recipients to the conversation click on
Select a saved message by clicking on the icon
or Type a message in the message box
Click the send icon to send.
Clear Cache on Android
Long press app icon
Select the little i in the circle
Scroll to storage and select it
Select clear cache and clear data
Log in
Clear Browser History on Safari
From the Safari menu, click Clear History
In the Clear list box, select the length of time to clear data. To clear the entire cache, select all history.
Click Clear History.
Clear Browser History on Internet Explorer
Press the [Ctrl], [Shift] and [Del] Key together.
On Popup-Window, Click: Delete browser history
Uncheck all check boxes except the selection: Temporary Internet files and website files
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
On your computer, open Chrome
At the top right, click More (3 dots)
Click More tools. Clear browsing data.
At the top, choose a time range. (To delete everything, select All time)
Check box: Cookies and other site data
Check box: Cached images and files
Click Clear data.
Add a Comment to an Activity
Find the person or activity on the position or activity list
Click the name or row
From the pop-up window click the comment icon
Enter your first name, last name & comment (where applicable)
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
Long press app icon
Select the little i in the circle
Scroll to storage and select it
Select clear cache and clear data
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
Click on your Avatar in top right
Click on Scheduled
Select which list you want to schedule a report for
Select which report you would like to schedule
Select who should receive it You can select any manager with an email in their profile
Select how often you would like to receive report
Schedule Options: 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
Click on Report Icon in the left menu.
Use filter and date range to find desired data.
Find the tile of data you want to print
Click on “DETAILS” in the bottom left corner
On detail screen click Print button in top right corner
Click “X” in top right corner to return to report dashboard.