Which section of the Byrider guidelines discusses the procedure for adding or changing a sales associate or underwriter on a deal in Discover?
Byrider Franchise · 2025 FDDAnswer from 2025 FDD Document
Discover, initiating a red alert for a sold customer with an active account | 10.13 | | Customer Relationship Management (CRM) | 10.14 | | Tracking your activities in CRM (Customer Relationship Management) | 10.16 | | Help features on the CRM dashboard | 10.17 | | Dashboard notifications in CRM | 10.18 | | Tracking your goals on the CRM dashboard | 10.19 | | The lead book on the CRM dashboard | 10.23 | | Using the customer profile screen | 10.28 | | PROCEDURE: Completing a call in CRM (Customer Relationship Management): | 10.33 | | PROCEDURE: Recording a customer referral in CRM | 10.35 | | PROCEDURE: Revert a lead to the "New" category | 10.39 |
Page Rev. 08/20/2021
Chapter 11 – Managing the Sales Department
| Purpose | 11.1 |
|---|---|
| Managing by walking around | 11.1 |
| Time management for the manager | 11.1 |
| Accountability | 11.3 |
| Areas of responsibility | 11.3 |
| Key Result areas | 11.4 |
| BEST PRACTICE: Monitoring Key Results (Byrider Sales) | 11.4 |
| Setting up A.R.E. options in Discover | 11.5 |
| Setting up a location's sales goals in Discover | 11.5 |
| Sales volume goal | 11.7 |
| Buying goal – actual cash value (total inventory value) | 11.8 |
| Reconditioning goal – actual cash value (total inventory value) | 11.8 |
| Down payment goal | 11.9 |
| Cash in deal goal | 11.9 |
| BEST PRACTICE: Appraisals | 11.9 |
| Average customer payment and term goals | 11.9 |
| Average gross profit goals | 11.10 |
| Back-offs goal | 11.11 |
| STANDARD: Back-off | 11.11 |
| PROCEDURE: Backing off a deal (Contract Writer) | 11.12 |
| STANDARD: Refund/Return of downpayment, DIP and trade-in | 11.13 |
| PROCEDURE: Changing the Back Off reason code | 11.16 |
| PROCEDURE: Backing off a cash deal | 11.18 |
| PROCEDURE: Backing off a wholesale deal | 11.19 |
| Overhead goal | 11.20 |
| Monitoring variances – boards | 11.21 |
| BEST PRACTICE: Sales boards | 11.21 |
| Managing Sales Associates' goals and activities | 11.28 |
| PROCEDURE: Setting up and editing the Sales Activity Sheet goals in Discover | 11.29 |
| PROCEDURE: Setting up and editing Sales Associate goals in CRM | 11.32 |
| PROCEDURE: Monitoring sales activities using the Sales Control Activity Dashboard | 11.35 |
| Assigning leads and managing the customer database | 11.39 |
| PROCEDURE: Assigning leads in CRM (Customer Relationship Management) | 11.40 |
| PROCEDURE: Monitoring recent leads received in CRM (Customer Relationship Management) | 11.42 |
| PROCEDURE: Management of processing of a "dead" deal in CRM | 11.43 |
| Managing assigned leads and customers | 11.45 |
| PROCEDURE: Adding/changing a sales associate/underwriter on a deal in Discover | 11.45 |
| PROCEDURE: Turn over a group of deals, prospects, or business referrals to another sales | |
| associate based on customer type in Discover. |
Source: Item 23 — Receipts (FDD pages 88–335)
What This Means (2025 FDD)
According to Byrider's 2025 Franchise Disclosure Document, the procedure for adding or changing a sales associate or underwriter on a deal in Discover is outlined in section 11.45. This section provides a step-by-step guide on how to make these changes within the Discover system.
For a prospective Byrider franchisee, this means that when managing sales staff and their responsibilities within the Discover software, there is a specific documented process to follow. This ensures that deals are properly assigned and tracked, maintaining accountability and accurate record-keeping.
The existence of a defined procedure helps to streamline operations and reduce potential errors when personnel changes occur or when reassigning responsibilities for specific deals. Franchisees should familiarize themselves with this procedure to effectively manage their sales team and customer interactions within the Byrider system.