* Understanding Skate Alerts
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* Understanding Skate Alerts

The Skate Alert feature sends an email to the manager and Salesperson of the client if the same client is being entered multiple times, under another users name. The Skate Feature is coded within the Sale Center software and the feature cannot be disabled. Dealership do have the option to select "Soft Skates" or "Hard Skates". The Skate Alert feature is not used for web leads.

Considered a Skate Alert:

  • Social Security number match that of a previous entry, a skate alert is triggered.
  • Driver's License number match that of a previous entry, a skate alert is triggered.
  • Home phone number and last name and 1st three (3) letters of the first name match those of a previous entry, a skate alert is triggered.
  • Cell phone number, last name and 1st three (3) letters of the first name match those of a previous entry, a skate alert is triggered.
  • Last name, the 1st three (3) letters of the first name and the 1st seven (7) numbers of an address line match those of a previous entry, a skate alert is triggered.
  • Last name, the 1st three (3) letters of the first name and the email address match those of a previous entry, a skate alert is triggered.
  • Other phone number, last name and 1st three (3) letters of the first name match those of a previous entry, a skate alert is triggered.
  • Work phone number, last name and 1st three (3) letters of the first name match those of a previous entry, a skate alert is triggered.
  • Work phone number match the home phone number of a previous entry, a skate alert is triggered.

Not Considered a Skate
Should the user enter a home phone number that matches that of an existing customer that belongs to them, it is considered for data entry purposes and the user will be shown a list box to select a customer currently tied to that phone number or cancel the list box and proceed with data entry. It will not generate a skate or possible skate message. Please see other statements below that couple the home phone number with different options for skate or possible skate messages.

If the user enters a home phone number that matches an existing customer that belongs to them, it is considered for "data entry purposes" and the user will be shown a list to select a customer currently tied to that phone number or cancel the list box and proceed with data entry. It will not generate a skate or possible skate message.

Possible Skate Alerts

  • Last name match and the home phone match any phone, a possible skate alert will be triggered.
  • Last name match and the cell phone number match any phone number, a possible skate alert will be triggered.
  • Last name and 1st three (3) letters of the first name match those of a previous entry, a possible skate alert will be triggered.
  • Last name and 1st seven (7) numbers of address match those of a previous entry, a possible skate alert will be triggered.
  • Last name match and the other phone number match any phone number, a possible skate alert will be triggered.
  • Last name match and the work phone number match any phone number, a possible skate alert will be triggered.
  • Email address match that of a previous entry, a possible skate alert is triggered.
  • Cell phone number match that of a previous entry, a possible skate alert is triggered.

Absolute Skate Alert
An Absolute Skate is when enough info has been entered for a match to a current client of a different salesperson. Allows a comments box but will not allow to continue to add the client.

The response is two-fold:

  1. The Add a Client process is immediately halted. A single pop-up is displayed on the screen, allowing the salesperson to enter Comments as to why he is entering the customer in question.
  2. An e-mail is immediately sent to the skated salesperson and the dealership's skate manager, alerting them of the possible skate action. This allows everyone to be made aware of the situation and to communicate for the good of the team.

If your store is set to run on Multi Store Team mode and your dealership has skate across teams turned off, then a customer who was entered by a salesperson on one team can still be entered by a salesperson on another team.  However, if a salesperson attempts to enter a customer who is already logged by someone on the same sales team, the skate detection will engage.  The Multi Store Team mode should only be used if the dealership has multiple locations using the same database.

If No Match is Found
When conducting a search during "Add a Lead", less is more. If you put too much information in the search fields (ie. First name, Last name, and Phone number), you may be screening out any potential matches. For example, If Elizabeth Robbins is already in the database but you search for Lizzy Richards, you are screening out the client match of "Elizabeth Richards".

We suggest that you start searches using only one search field. If you have too many matches, add additional information in another field.

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Topic Information
  • Topic #: 16027-767
  • Date Created: 09/07/2011
  • Last Modified Since: 12/26/2013
  • Viewed: 2181
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