Compatibility · Automotive
BDC
8 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Appointment Setting Scripts
A set of written call and message scripts BDC agents use to turn dealership leads into scheduled sales or service appointments.
What it’s used for
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CRM Workflow Guides
A step-by-step manual telling dealership BDC agents how to log, route, and follow up on leads inside the customer database.
What it’s used for
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Follow Up Schedules
A timed contact plan telling dealership BDC agents when and how to follow up with each type of sales or service lead.
What it’s used for
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Internet Lead Templates
A set of pre-written email and text replies that a dealership's BDC staff send to online sales inquiries.
What it’s used for
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KPIs and Performance Dashboards
A recurring report tracking how a dealership's business development center handles leads, calls, and appointments against set targets.
What it’s used for
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No-Show Recovery Scripts
A set of call, text, and email scripts used by dealership BDC staff to re-engage customers who missed a scheduled sales or service appointment.
What it’s used for
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Phone Scripts
A set of written call guides the dealership's business development center uses for inbound and outbound customer phone calls.
What it’s used for
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Rehash Process Documentation
A written procedure for re-contacting customers whose deals or appointments did not close, aiming to bring them back into the sales process.
What it’s used for
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