V-Sept CRM Integration Setup

Transcription

1 V-Sept CRM Integration Setup 1

2 Contents V-SEPT CRM INTEGRATION SETUP... 1 ENABLING YOUR V-SEPT/50 BELOW INTEGRATION... 3 GENERATING A LOGIN AND PASSWORD FOR THE FIRST TIME... 3 Integration Manager... 3 REGENERATING A LOGIN AND PASSWORD IN THE COMMAND CENTER... 5 Integration Manager... 5 V-SEPT ACTIVATION

3 Enabling your V-SEPT/ Integration In order to begin passing leads from the Endeavor system into V-SEPT, you will need to set things up to allow the two systems to communicate. There are only a couple of steps: 1. Contact at 1 (866) to have V-SEPT added to the Integration List within your Command Center. 2. Generate a Login and Password in the Command Center. 3. Enter the Login and Password in V-SEPT. Generating a Login and Password for the first time Managing the user accounts for each Integration product is handled via the Integration Manager in the Command Center. This must be completed by the dealer as no internal (i.e. ) logins will be allowed to generate the Login and Password. Integration Manager The Integration Manager will display a grid of all of the Integration products that are activated for your dealership. Navigation: Login to the Command Center User Management Integration Manager Underneath Step 1 drop-downs select the Type Lead Management and the System V-SEPT. 3

4 To generate a Login, click on the to make sure that you intended to generate a Login. Button. This will launch a verification window just When you click on the Generate Log-in button, the system will create a Login and Password and the following window will be displayed: 4

5 Regenerating a login and password in the Command Center Regenerating your V-Sept username and password follows very closely the process for generating the username and password for the first time. This process in handled in the integration manager portion of the Command Center. Integration Manager The Integration Manager will display a grid of all of the Integration products that are activated for your dealership. Navigation: Login to the Command Center User Management Integration Manager Underneath Step 1 drop-downs select the Type Lead Management and the System V-SEPT. To regenerate a Login, click on the Button. This will launch a verification window just to make sure that you intended to regenerate a Login. 5

6 When you click on the Generate Log-in button, the system will create a Login and Password and the following window will be displayed: 6

7 You will now need to Copy and Paste both the Username (Login) and Password into the appropriate location in your V-Sept application. See the section below for instructions on where to paste the information. Once the process is totally complete, you can click the Close button to close the window. V-SEPT Activation Once the dealer has generated a Login and Password in the Endeavor Command Center they will need to enter that information in the V-SEPT system to complete the setup and begin passing leads to V- SEPT. 1. Login to V-SEPT CRM as a Manager. See Figure 1 below. 2. Click on Control Panel tab. See Figure 2 below. 3. Click on Website Integration. See Figure 3 below. 4. Check the box to Enable Integration. See Figure 4 below. 5. Select the Sales People you want to receive the web site leads. See Figure 4 below. 6. Select 50Below Powersports or 50Below - Medical as the Provider. See Figure 4 below. 7. Copy and paste the 50Below Login and Password from the Command Center into the respective boxes in V-Sept. See Figure 4 below. 8. Click on SAVE. 9. The integration is now complete and leads from your Website will begin passing into V-Sept. Figure 1: V-SEPT Login 7

8 Figure 2: V-SEPT Dashboard Figure 3: V-SEPT Dealership Setup Page 8

9 Figure 4: V-SEPT Website Integration Page 9