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Manage Car Wars staff profiles and groups for GoTo Connect

Updated

Overview

For a seamless Car Wars and GoTo Connect integration, every personnel extension in your GoTo Connect phone system should have a matching staff profile in Car Wars. Keeping the two systems synchronized ensures calls appear in Car Wars reporting, share correctly to your CRM, and are available for human and machine-learning review.

Whenever you add, edit, or reassign an extension in GoTo Connect, update the corresponding Car Wars staff profile too. Non-personnel extensions, such as fax extensions, do not need staff profiles.

Staff-profile information to keep current

  • Staff member name
  • Email address
  • GoTo Connect extension
  • Role and department
  • Car Wars group
  • Outbound line
  • Phone code / third-party share ID

Add a staff member

  1. Add the staff member in your GoTo Connect phone system and note their four-digit extension.
  2. Sign in to carwars.com.
  3. Go to Configuration > Staff Profiles.
  4. Select Add Staff.
  5. Enter the staff member’s name, email address, extension, role, department, and outbound line, then create the profile.

Important: The name and extension entered in Car Wars must match the extension and its label in GoTo Connect.

The outbound line supports Click-to-Call through your CRM. Outbound calls placed outside Click-to-Call are still captured through the GoTo Connect integration.

Edit, reassign, or remove a staff member

If an extension is reassigned in GoTo Connect, update the affected Car Wars profiles. An extension cannot be assigned to a new staff profile while it is still associated with another person. Remove the extension from the existing profile first, then assign it to the correct staff member.

To remove a staff profile from your Car Wars account, select the trash icon for that profile.

How groups work

Car Wars automatically assigns new users to a group based on the department selected in their staff profile. Sales and Service have default groups. Staff outside those departments are not assigned automatically, so create additional groups for teams such as BDC, Parts, Reception, Finance, or Other.

Accurate group membership allows applicable Car Wars reports to be filtered by group.

Create a group

  1. Open Manage Groups from the dashboard or navigation menu.
  2. Select Create New Group.
  3. Enter the group name and select Create.
  4. Repeat for any additional groups you need.

Add or remove users from a group

Add users

  1. Select the group you want to manage.
  2. Select Edit.
  3. Type or search for the staff member’s name and select Add Staff.
  4. Exit edit mode when finished.

Remove users

Use either method:

  • Open the group in edit mode and select the × beside one or more users.
  • Open a user’s profile and select the × beside the group name.

Exit edit mode when finished. Contact Car Wars Support if you need assistance.