If you have access to more than one store within your group, DriveCentric makes it easy to toggle between them. Using the Store Selector, you can choose which store’s data you want to view, and manage how your CRM connects to other systems like DMS, Credit, or Appraisal tools.
Where to Find It
The Store Selector is located at the bottom of your Notification Bar — look for the building icon 🏢.
How to Select a Store
Click the building icon in the Notification Bar.
A list of your available stores will appear.
Click on one or more stores to select them.
Selected stores will have a purple checkmark and purple outline.
You can select multiple stores or segments of stores.
Your CRM view will update automatically to reflect the stores you’ve selected.
📝 Note: You must have at least one store selected at all times. If you try to deselect all, the store you’re currently logged into will reselect by default.
What You’ll See After Switching Stores
When a new store (or multiple stores) are selected, DriveCentric will update your view to include:
Unanswered Leads and Unreplied Messages from the selected stores
Customers checked in to those stores
Service Leads and Reputation Management survey responses
Deals in your Pipeline across the selected stores
Appointments, Tasks, and Conversations reflected in the Main Menu
Quick Search works across all selected stores
Need Access to Other Stores?
Click the Support icon (bottom-right corner of DriveCentric) and our Customer Success Team will help get you set up.
Changing Stores from Your Initials
When you switch the store you’re logged into using your initials or profile picture in the top right corner of DriveCentric, you’re setting the default store for where data gets pushed. This impacts several key tools and integrations tied to your user account.
Here’s what changes based on the store selected under your profile:
Desking Tool – Your personal Desking settings and setup are store-specific
DMS Connection – Determines where your deals are pushed
Credit Applications – Controls which credit tool is used for sending apps
Appraisals – Sends and receives trades based on the store’s appraisal setup
Reporting – Affects which store’s data loads by default
Mining – Sets the default store for data mining
CRM Tools – If the selected store doesn’t have a tool (like Desking), it won’t appear in the menu
👉 Always double-check which store you’re logged into under your profile. Even if DriveCentric defaults you into your main store, users with access to multiple CRMs should ensure the correct store is selected for accurate data and tool access.
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.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!