For users with access to multiple stores in a group, you can choose what store's data you want to see when you are logged into the CRM. You can also change the store you are logged into, which controls the integrations that are used when pushing data from the CRM to another provider (i.e. DMS, Credit, Appraisal).
Using the Store Selector
You can select the store's data you want to view using the Store Selector (building icon) on your Notification Bar.
Note: To obtain access to other CRM accounts listed in your group, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric.
Click the building icon on the bottom of the notification bar and select which store(s) to view. Selected stores will be highlighted. Unselected stores will be greyed out.
Note: You must have one store selected at all times.
When you access a new store from the store selector, here is what you will see in DriveCentric:
You will see Data from the stores selected (i.e. Unanswered Leads, Unreplied Messages, Customers Checked into the Store, as well as Service Leads or Reputation Management Survey responses)
You will see Deals in your Pipeline from those stores
You will be able to search Customer and Deal records using the quick search
You will see Appointments, Tasks, and Conversations from the selected stores when accessing the Main Menu icons
Changing Stores from Your Initials
When you change the store you are logged into under your initials, or profile picture, in the top right corner of DriveCentric, this controls where data is pushed when you are working your deals.
Here are some items that are controlled based on the store you are logged into under your initials, or profile picture:
Your Desking Tool setup and your Personal Desking Settings
Your DMS connection for where deals are pushed
Your Credit connection for where Credit Applications are pushed
Your Appraisal connection for where Trade Appraisals are pushed to and pulled from
Your Reporting - what store loads by default
Your Mining Results - what store loads by default to pull data from
Tools in the CRM - if you log into a store that does not have a certain product, like Desking, you will not see the Desking icon until you log into the correct store
Make sure you are logged into the correct store each time you enter the CRM. DriveCentric can default your main store to help you get logged into the right location, but if you have multi-CRM access you will want to make sure you are logged into the correct store under your initials or profile picture.
Changing Stores on your Mobile Application
When you are on the DriveCentric Mobile Application, you only have access to one store at a time. If you have access to multiple CRM accounts in your group, you can change the store you are logged into by clicking on your DriveCentric logo on the top left and scrolling to the bottom of the sidebar to click on the "Change Store" icon:
Once you change your store, you should see all data associated with that store on your Home Screen, your search bar, as well as your Menu Bar to see Appointments, Leads, Conversations, etc.
If you have any questions about changing stores in the CRM, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!