This feature enables users to include links to the Media for Finance and Insurance Products on Customer Declaration documents, which can then be emailed to the customer. It will also display what time the customer originally watched this Media during the offer presentation.
Setting Up Product Media
Within - Vehicles > Price List > Product Sales. Select the Product and select the 'Media' button.
You can select a Media source of Video or Other.
If selecting Video, type a video description and upload a video.
If selecting Other, enter a URL to the media for example a YouTube link.
We recommend using the video option where possible and uploading any media. This provides a much cleaner appearance when presenting as this can all be done in one window instead of exiting to various pages, and provides a better aesthetic.
Setting Up Finance Media
To upload media for finance types navigate to CRM > Parameters > Finance > Finance House Rules Tab.
Select the Finance House from the drop down and double click the scheme and select the 'Media' button.
Select a Media source of Video or Other.
If selecting Video, type a video description and upload a video.
If selecting Other, enter a URL to the media for example a YouTube link.
We recommend using the video option where possible and uploading any media. This provides a much cleaner appearance when presenting as this can all be done in one window instead of exiting to various pages, and provides a better aesthetic.