The entry of data into the Aftersales Diary is driven by the Lead Times on the General tab -
located within the CRM Aftersales parameters for the individual branch. The parameters required are displayed below.
Each Lead Time parameter refers to a particular Aftersales diary contact type, and combines
with an expiry date stored against the individual CRM record to generate an entry into the
Aftersales diary.
In the example the service lead time of 30 days will cause a vehicle to appear in the Aftersales
diary on the 30th day before the service due date on the vehicle record.
In this way, Lead times can be set to ensure that all contacts are dealt with on a daily basis to
maximise customer service and revenue potential.
If Aftersales contact plans are enabled these lead times will be overwritten by the contact plan
lead times. Parameters required are below.