A car's workspace
Everything about an ad in one place - status, channels, appointments, messages, quotes, and editing.
Each car has its own workspace. Open it from PanelInventario ("Panel > Inventory") by tapping the car.
At the top you see the car's name, the year and the price, its status chip, and, if it's Publicado, the «Ver pública» ("View public") button to open the ad the way a buyer sees it.
The «Esta publicación» ("This ad") menu has seven sections:
| Section | What it's for |
|---|---|
| «Resumen» ("Summary") | Status, pending items, channels, and the car's spec sheet. |
| «Citas» ("Appointments") | Visits requested or scheduled for this car. |
| «Mensajes» ("Messages") | Conversations with buyers about this car. |
| «Cotizar» ("Quote") | Calculate and send a credit quote. Cars only. |
| «Ficha» ("Spec sheet") | Build the car's spec sheet as a PDF to print or share. Cars only. |
| «Cotizaciones» ("Quotes") | History of this car's quotes. |
| «Editar» ("Edit") | Details and images. See Edit an ad. |
Summary
- Priority. If there are unanswered appointments or questions, the box is highlighted and says «Esta publicación requiere atención» ("This ad needs attention"). If not, «Sin pendientes urgentes» ("No urgent pending items").
- Quick facts. Price, mileage, and whether it's «Consigna» ("Consignment") or «Inventario propio» ("Own inventory").
- Shortcuts. Chips like «2 citas» ("2 appointments") or «1 pregunta» ("1 question"), «Cotizar unidad» ("Quote unit"), «Ficha PDF» ("Spec sheet PDF"), and «Editar».
- Numbers. «Citas activas» ("Active appointments"), «Preguntas» ("Questions"), «Conversaciones» ("Conversations"), and «Cotizaciones».
- Channels. Where the car is available (see below).
- «Ficha en Cliquéalo» ("Cliquéalo spec sheet"). All the car details that were entered.
- Next up. The first pending appointments and questions, with a direct link.
Channels
«Canales» ("Channels") tells you «Dónde está disponible esta publicación y qué requiere atención.» ("Where this ad is available and what needs attention."). Each row has a filled dot (●) if it's active or an empty one (○) if it isn't.
Cliquéalo shows the car's status (for example «Publicado» ("Published") or «En revisión» ("In review")). If it's published, «Ver anuncio» ("View ad") opens the ad.
Mercado Libre (cars only) can say:
| What you see | What it means | What you can do |
|---|---|---|
| «No conectado» ("Not connected") | Your account doesn't have Mercado Libre connected. | Connect it. See Channels. |
| «No publicado» ("Not published") | You have Mercado Libre connected, but this car isn't there. | «Publicar en Mercado Libre» ("Publish on Mercado Libre"), if you can manage channels. |
| «Publicado» ("Published") | The car is active on Mercado Libre. | «Ver anuncio» or «Editar publicación» ("Edit ad"). |
| «Sincronizando…» ("Syncing…") | Changes are being sent to Mercado Libre. | Wait. |
| «Procesando fotos en Mercado Libre» ("Processing photos on Mercado Libre") | Mercado Libre hasn't activated the ad yet. | Wait. |
| «Pausado» ("Paused") or «Cerrado» ("Closed") | The ad is paused or was closed on Mercado Libre. | Check it on Mercado Libre. |
| «Error al sincronizar» ("Sync error") | Something failed while sending or pulling data. | Look at the «Requiere atención» ("Needs attention") box. |
If something doesn't match between the two inventories, Requiere atención appears with the list of differences, for example «Precio en Mercado Libre no coincide con Cliquéalo.» ("Price on Mercado Libre doesn't match Cliquéalo."). Tap «Resolver diferencias» ("Resolve differences") to choose, detail by detail, whether you keep Cliquéalo's or Mercado Libre's, or «Reintentar» ("Retry") to sync again. See Incorporate and reconcile.
Below, «Actualizado hace …» ("Updated … ago") says when it was last synced, and «Historial del caso» ("Case history") shows the channel's activity. Everything about channels is in Channels.
Appointments
«Citas de esta publicación» ("This ad's appointments") shows the «Solicitudes y visitas relacionadas exclusivamente con esta publicación.» ("Requests and visits related only to this ad.").
Each appointment has a chip: «Solicitada» ("Requested"), «Confirmada» ("Confirmed"), «Cancelada» ("Canceled"), or «Atendida» ("Attended"). From there you can contact the buyer, «Abrir chat» ("Open chat"), add the appointment to your calendar, or go to «Gestionar» ("Manage").
Schedule an appointment yourself
Open the window
Tap «Agendar cita» ("Schedule appointment"). The window says «… · queda registrada en Citas, sin avisarle al cliente.» ("… · it's recorded in Appointments, without notifying the customer.").
Fill in the details
«Cliente» ("Customer"), «Teléfono» ("Phone") or «Correo» ("Email") (at least one), the time slot and, if you want, «Notas para quien la atienda» ("Notes for whoever handles it"). If there are no time slots to choose from, type the «Hora acordada» ("Agreed time"), for example «Mañana a las 5 de la tarde» ("Tomorrow at 5 in the afternoon").
Schedule it
Tap «Agendar» ("Schedule"). You'll see «Cita agendada para …» ("Appointment scheduled for …").
If there are no appointments: «Sin citas» ("No appointments"). «Cuando un comprador solicite una visita, aparecerá aquí. También puedes agendar una tú.» ("When a buyer requests a visit, it will appear here. You can also schedule one yourself.").
Messages
«Mensajes de esta publicación» ("This ad's messages"): «Las preguntas del comprador aparecen primero cuando esperan respuesta.» ("The buyer's questions appear first when they're waiting for a reply."). Those waiting for a reply have the «Responder» ("Reply") chip; the rest, «Abierta» ("Open") or «Cerrada» ("Closed"). Tap one to open the conversation.
If the car is on Mercado Libre, the questions from that channel appear below in «Desde Mercado Libre» ("From Mercado Libre"), with «Sin responder» ("Unanswered") on the pending ones.
If there are no messages: «Sin conversaciones» ("No conversations"). «Las consultas nuevas quedarán vinculadas a esta unidad.» ("New inquiries will be linked to this unit.").
Quote
Only for cars with the year, mileage, make, model, body style, fuel, and transmission entered.
Choose the credit product
In «Cotizar esta unidad» ("Quote this unit") open «Producto de crédito» ("Credit product"). Only the products that apply to this car appear.
Adjust the down payment and term
«Enganche» ("Down payment") shows the minimum and the maximum. Tap «¿Por qué ese mínimo y ese máximo?» ("Why that minimum and that maximum?") if you need to explain it to the customer. Choose the «Plazo» ("Term").
Check the result
You see «Precio» ("Price"), «Enganche», «Financiado» ("Financed"), and «Total crédito» ("Total credit"), and the «Amortización completa» ("Full amortization").
Share it
«Descargar PDF» ("Download PDF") or «Descargar XLSX» ("Download XLSX"). To send it, in «Enviar cotización» ("Send quote") choose «Chat Cliquéalo» ("Cliquéalo chat"), a conversation you already have, or «WhatsApp externo» ("External WhatsApp"), with the customer's name and WhatsApp, and tap «Enviar cotización».
You'll see «Cotización enviada en el chat de Cliquéalo.» ("Quote sent in the Cliquéalo chat.") or «Cotización enviada por WhatsApp.» ("Quote sent by WhatsApp."). Everything about credit is in Financing.
Spec sheet
«Ficha del auto» ("Car spec sheet"): you choose the design, photo, language, and what to show, and download a one-page PDF. See Printable car spec sheet.
Quotes
«Cotizaciones recientes» ("Recent quotes") is the «Historial generado para esta publicación.» ("History generated for this ad."): contact, term, monthly payment, and date. If there are none: «Sin cotizaciones» ("No quotes").
The usual case
Something doesn't work the first time
The customer wants to see it
Go to «Citas», tap «Agendar cita», and record it. It goes into your panel calendar.
Worst case
Mercado Libre doesn't match
In «Canales» you see «Requiere atención» with the details that don't match between the two inventories. Tap «Resolver diferencias» or «Reintentar».
Special case
There are no products to quote
You see «No hay productos de crédito aplicables a esta publicación.» ("There are no credit products that apply to this ad."). Complete the car's details or check your credit products.
Errors and how to fix them
What you see · «Agendar cita» window
«Escribe el nombre del cliente.»
Enter the customer's name.
What it means. The name is missing. The same goes for «Agrega un teléfono o un correo.» ("Add a phone number or an email.") and «Elige un horario o descríbelo.» ("Choose a time slot or describe it.").
What to do.
- Fill in the missing detail and tap «Agendar».
What you see · «Agendar cita» window
«Tu rol no puede agendar citas.»
Your role can't schedule appointments.
What it means. Your role in the account doesn't have the «Agendar citas a nombre del cliente» ("Schedule appointments on the client's behalf") permission.
What to do.
- Ask whoever manages your agency's roles to give it to you in «Roles y permisos» ("Roles and permissions"), or to schedule it for you. If your role is «personalizado» ("customized"), the permission doesn't arrive on its own: it has to be checked.
What you see · Quote, when downloading or sending
«No se pudo procesar la cotización.»
The quote couldn't be processed.
What it means. The quote couldn't be generated or sent.
What to do.
- Try again in a few minutes.