Transcend Retail
Dealer Portal
Use the dealer portal to watch active shoppers, answer chats, and keep deals moving.
01 · Transcend Retail
Portal home
The home screen is the daily starting point for digital retail.
- Scan new activity
- Open deals that need a reply
- Check who is online now
Keep the message short. One next step is easier to follow than a full recap.
02 · Transcend Retail
Active shoppers
A customer on the site can be contacted before they leave.
- Find the shopper row
- Open the action menu
- Choose the right outreach
Keep the message short. One next step is easier to follow than a full recap.
03 · Transcend Retail
Chat inbox
Replies stay in the inbox so the next teammate can continue the conversation.
- Read the latest customer message
- Reply with one clear next step
- Save useful details in the deal notes
Keep the message short. One next step is easier to follow than a full recap.
04 · Transcend Retail
End of day checklist
Close the day by confirming nothing online is waiting overnight.
- Unanswered chats
- Appointments for tomorrow
- Deals saved but not submitted
Keep the message short. One next step is easier to follow than a full recap.