Worksheet

Dealer portal adoption sheet

One line per dealer. Columns hold dealer code, onboarding date, first portal order, online and phoned orders this month, the reason given for phoning, and the fix with an owner and due date.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Why dealers keep phoning in orders instead of using your portal”, www.gullysystem.com/blog/why-dealers-keep-phoning-in-orders-instead-of-using-your-portal