Showroom System lets you manage all of your leads, applications and payments that have been generated through a Codeweavers product. Whether we help you sell finance, vehicles or both everything is managed through Showroom System.
Please skip to the section that is relevant to you and the Codeweavers products you have.
Notifications You Will Receive
Whenever your customers enter information or completes part of a Codeweavers' form we will send you an email to notify you. This happens whether they complete a particular part of the journey or not.
To access this information, click on the link to Showroom System in the email you receive.
Accessing Your Leads, Proposals and Customers
After a customer launches Checkout and completes guest login, an order will be created for you to track the customer’s progress. You can use this to start a conversation with your customer at any point in the order process.
The details on the order will update as the customer adjusts their quote or if they choose to add a part exchange or optional extras. At each step of the Checkout, the order will convert to a more qualified lead until complete.
To access your Checkout leads and customers you will need to login to Codeweavers Showroom System.
Enter the username and password that we provided you at setup. If you do not have login details, please contact our Platform Solutions Team at platfomsolutions@codeweavers.net or phone us on: 0800 021 0888
Managing Your Checkout Customers
Once you are logged in to Showroom System you will be taken to their profile. From here you can follow up the client to turn the lead into a sale.
On the profile page you will have a single page view of the customer’s orders and all the completed actions. All information gathered about the customer throughout the Checkout journey is gathered here.
To manage any of your leads at any point, click on the leads tab. In the leads tab you will be able to search through your leads, assign yourself to a particular lead and determine the type of lead it is. Eg - a partially completed finance application. You can also filter your leads by date.
Accessing Your Finance Leads, Proposals and Customers
Once your customer has started filling out a finance application you will be instantly notified via email.
Once you’ve clicked on the link in the email notification you will be asked to login to Codeweavers Showroom System. If you haven’t received your login details please contact our Platform Solutions Team on: platformsolutions@codeweavers.net.
Managing Your Finance Leads, Proposals and Customers
Once you’re logged into Showroom System you will be taken straight to the customer profile. Within the customer profile you will be able to determine at what stage they are at with their finance application and whether it has been completed, or if the application wasn’t submitted.
Accessing Your Finance Leads, Proposals and Customers
From here, you can add any notes, edit the application and assign or unassign yourself from the lead or proposal. If the customer didn’t complete the application you can use the ‘Apply Prompt’ feature. Click on the button and it will email the customer reminding them to complete the application.
Managing Your Finance Leads & Proposals
You can access your leads and proposals and monitor the status at any point by simply clicking on the ‘Leads’ or ‘Proposals’ tabs within Showroom System. Here you will be able to search through your leads and proposals, filter by date, assign yourself to a lead or proposal and click into either one for further information so you can follow it up.
Contact us
If you have any further questions around Checkout, please get in touch with a member of our team by emailing support@codeweavers.net.
