Note: This article refers to actions only accessible by Truck Pros with Sales Manager access.
Overview
The Truck Pro Management page is where you can efficiently manage your Truck Pro team and provides an overview of all active Truck Pros within your system. At a quick glance, you can see each Truck Pro’s first and last name, email, number of buyers, rotation status, and whether or not the Truck Pro is opted in to receive text notifications for incoming leads.
This page also serves as a central hub accessing each Truck Pro’s profile where you can make any changes to permissions, rotation settings, notification preferences and personal contact details, allowing you to ensure your team’s details are always accurate and up-to-date. Additionally, you can easily add new Truck Pros to your system or remove existing ones, helping you keep your team current and ensuring only active members have access.
Below we will explore how to access the Truck Pro Management page, giving you an overview of what it looks like before we dive into the specific features and functions.
Accessing the Truck Pro Management page
The Truck Pro Management page provides a centralized location for managing your Truck Pro team. To open this page:
Step 1: Access the Truck Pro Management page
Once you're logged into your Work Truck Solutions site, navigate to the Tools menu located on the main navigation page. Click on the drop-down menu and select Truck Pro Management.
Step 2: View Truck Pro Management
Once you're viewing the Truck Pro Management page, you'll have immediate access to key details about each Truck Pro. The page allows you to quickly view the following details:
Current Truck Pros personal information: A complete list of all active Truck Pros within your system along with their email.
Number of Buyers: Quickly view how many buyers each Truck Pro currently has.
Rotation Status: See whether each Truck Pro is currently in rotation for receiving leads or not.
If a Truck Pro has “Yes” in this column, they will receive alerts for new leads.
If a Truck Pro has “No” in this column, they will not receive any alerts for new leads.
Text Notification Opt-In: View if each Truck Pro is opted in to receive text notifications for incoming leads.
Navigating the Truck Pro Management page
The Truck Pro Management page is not only where you can view the status of your Truck Pros, but also where you can manage their details and make necessary modifications. Below is a breakdown of other features you can access from this page:
1. Add or Delete New Truck Pro
Easily add new Truck Pros to your system or remove those who are no longer active. Keeping your team up-to-date ensures that only the current members have access to the system, maintaining security and efficiency.
2. View and Modify Truck Pro Profiles
From this page, you can click into individual Truck Pro profiles to edit or update their information. This includes changing rotation settings, updating profile details, adjusting their Truck Pro permission level within the system and more. You’ll have the ability to modify various aspects of each profile, ensuring your team’s settings are always current and tailored to your needs.
Be sure to check out the Truck Pro Profile Overview article for detailed instructions on all the key features you can modify within a Truck Pro’s profile.
Conclusion
By using the Truck Pro Management page, you can efficiently oversee your Truck Pro team, ensuring that roles and responsibilities are clearly defined. This structure helps keep your team organized and accountable, allowing for better tracking of progress. The platform also ensures your team is always prepared to respond to incoming leads quickly and effectively, optimizing overall efficiency and performance. With this tool, you can easily manage tasks, monitor results, and maintain a streamlined workflow, driving success for your business.
For more information or assistance with any questions or issues, please contact your Customer Success Manager or go to: https://www.worktrucksolutions.com/contact-us.