How To: Add Staff Profiles to your Platform Account
Dealership Tools just launched a recent Staff Profiles upgrade. We have implemented the ability to add your employees’ profiles to the platform and website. Your team can now be displayed on your website. This allows your team to be reached individually and upon request. If a user has already become acquainted with a certain sales person, they will now be able to reach out directly to that specific sales person.
How to: add a staff profile
a. Enter the staff member’s First Name
b. Enter the staff member’s Last Name
c. Select/Add the staff member’s Job Title
a. Click the blue ‘+’ sign to add a new job title. If you don’t see the desired job title in the drop down, using this feature will ensure it is added to the drop down at that moment.
d. Add the staff member’s Cell Phone Number (If you want your customers to be able to reach them on this number)
e. Add the Office Number with the staff member’s extension
f. Add the Email of the Staff Member
g. Select the staff member’s location(s)
h. Enter a personal description for the staff member. Include things such as where they grew up, what body of water they frequent, what boat they own, what they do for the company. Keep it short, friendly and welcoming.
i. Upload an image of the staff member.
j. Select ‘Save Profile’ to save and exit.
k. Select ‘View Profiles’ to cancel this profile and to be redirected to the View Profile Page.
l. Select ‘Job Titles’ to be taken to job title management. This is where you will be able to see, add, edit and delete job titles.
m. Select ‘Manage Account’ to close out of this profile and be redirected to the Manage Account – Company page. Keep in mind, your work will not be saved.
Where will staff profiles display on our site?
Your staff’s profiles will display on your site’s ‘About Us’ page. The profiles will display below the ‘About Us’ content. Allowing your users the opportunity to get to know your staff before coming to your location will give them the chance to know who they should talk to, hopefully eliminating time wandering about and enabling quicker sales.
How to sort the display of your profiles
a. These will be the images of your staff members. The sort order works from the top left, in this case ‘Joe Smith’ and the last profile in this case is ‘Jessica Test’.
b. Select ‘Add Profile’ to add a profile from this page.
c. Select ‘Sort’ to re-sort the order of your staff profiles. Sorting the profile from the top left and down will determine what order your profiles display on your website. Click the button again to save the new sort order.
a. It is suggested that you begin with the owner/ CEO first, then your managers, brokers, marina workers and office personal.
d. Select ‘Inactivate’ to be able to select 1 or more profiles to inactivate. When selected, the green ‘Checkmark’ will turn into a Red ‘X’. Click the button again to save the updates. You will then see whichever profiles that had the Red ‘X’ disappear from this view. They will now be stored in the inactive tab.
e. Select the ‘Delete’ button to delete any profiles. Deleting a profile cannot be undone. Click the button again to save any changes you have made.
f. Select ‘Back to Profiles’ to exit the ‘Sort’ page and return to the listings page for the profiles.
g. Select ‘Add Staff Profile’ to add a staff profile. There are 2 ways for you to add a profile from this “Sort” view.
h. Select ‘Job Titles’ to be taken to job title management. This is where you will be able to see, add, edit and delete job titles.
i. Select ‘Manage Account’ to close out of this profile and be redirected to the Manage Account – Company page. Keep in mind, your work will not be saved.
How to edit/ delete your staff profiles
Editing your profiles is even easier than adding them:
1. Navigate to the Account Side Menu Item
2. Select the Blue Staff Profiles Button
3. Select the row of the Profile you wish to edit or delete
4. Update the desired information on the ‘Edit’ page that appears
a. Press the blue ‘Save’ button on the bottom right of the page when done.
5. If you wish to delete the profile, skip step 4. and 4.a. and click the gray ‘Delete’ button on the bottom left.