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Quick Start GuideRouteOne / Drive 360 CRM IntegrationSet UpIf you have not yet set up the integration, follow the steps below before importing deals to RouteOne: Within the Drive 360 CRM system, click the ‘Admin Settings’ link. Within the ‘Route1 Settings’ section update the five columns to the settings below:o Setting Name: User can give any nameo Sender ID: Sender ID of Interactive 360 which is “F0INAC” (use this value only).o Target ID: Target ID of RouteOne which is “FS000” (use this value only).o Dealer ID: Place your RouteOne alpha numeric ID here.o Send Deal With: Select information to be sent to RouteOne for default option.Importing Deals from Drive 360 CRM to RouteOne1 Within the Drive 365 CRM system, create a new deal by clicking the ‘Quote New Deal’ button.Load a buyer, co-buyer, desired unit, and trade-in.o NOTE: You may also recall a previous quote by using the ‘Recall Old Quote’ button. Enter the financial amounts and information in the single payment tab, and click the ‘Save Quote’ button.rev. 10.06.2016
Quick Start GuideRouteOne / Drive 360 CRM Integration Click the ‘Push Deal’ button and a popup will appear, prompting you to choose a deal type and information to besent to RouteOne. Within the pop-up, choose a deal type and information to be sent to RouteOne. Select ‘RouteOne’ in the checkbox. It will provide a credit application pop up and prompt you to complete thebuyer and co-buyer information. Click the ‘Submit’ button to save, or click the ‘Close’ button to skip.It will show a drop down if there is more than one RouteOne account for that location. 2rev. 10.06.2016
Quick Start GuideRouteOne / Drive 360 CRM Integration Select the information to be sent to RouteOne from the dropdown, and select the deal type.Click the ‘OK’ button to send to RouteOne. A result message will display on the Desking Tool Page. If successful, amessage will display with the RouteOne deal number. If there are any errors, an error message will display. A log of activity will be displayed if a deal is pushed successfully to RouteOne. The credit decision is automatically exported from RouteOne into the CRM. There is also a manual export optionavailable (see below) if a deal is originated in the RouteOne system and you would like to export to your CRM.Locating the Imported Deals in the RouteOne Deal ManagerThe Deal Manager is considered the hub of RouteOne, and is designed to help quickly scan and identify the status of dealswith easy-to-read icons. The default view shows the last three days of activity, ranked by last activity date/time (mostrecent first). Only deals with activity in the last 60 days are available for display.The Deal Manager is accessible by selecting ‘Deal Manager’ within the ‘Deals’ tab. An important tool within the DealManager is the ‘Edit/More’ button under the ‘Actions’ column. From here, dealers can easily view, print, copy, or edit anapplication; run swap the applicant/co-applicant, remove co-applicant, initiate credit reports, create an adverse actionnotice, and more.Click the ‘Update’ button located in the upper left-hand side of the screen. The page will refresh and the importedapplication will display as the first record in the Deal Manager.3rev. 10.06.2016
Quick Start GuideRouteOne / Drive 360 CRM IntegrationIntegration Successful.Submitting Imported Deals in the RouteOne Deal ManagerTo submit an imported deal to a finance source, click on the primary applicant's name in the Deal Manager. Next, you willbe taken through the RouteOne application submission process used for all applications. Data entered in your system willpopulate the RouteOne credit application; however, you must still complete the required fields highlighted in yellow andadd at least one finance source before submitting the application.Exporting Deals from RouteOneThe integration also allows you to export an application and finance source decision from the RouteOne system to theDMS system. 4Within the RouteOne Deal Manager page, select the ‘Export Application to DMS’ option within the ‘Edit/More’drop-down for the credit decision you would like to export.rev. 10.06.2016
Quick Start GuideRouteOne / Drive 360 CRM Integration A RouteOne DSP Export page will display. Select one of the following options:o Export Application: Select this option to export the credit application (excluding any credit decision) toyour system.o Export Application & Finance Source Information: Selecting this option will export the credit applicationand the credit decision to your system.Click the ‘Export’ button.Additional RouteOne training guides are available through the ‘News/Info’ tab within RouteOne. Dealers may also joincomplimentary RouteOne System Training Sessions from the ‘News/Info’ tab, or by clicking here. For additional informationon the RouteOne system, contact RouteOne Support at 866.768.8301, email R1Support@routeone.com.5rev. 10.06.2016
Importing Deals from Drive 360 CRM to RouteOne Within the Drive 365 CRM system, create a new deal by clicking the Quote New Deal [ button. Load a buyer, co-buyer, desired unit, and trade-in. o NOTE: You may also recall a previous quote by using the Recall Old Quote [ button.
