All Collections
Customer Card
Completing a Generic Task
Pinned Notes
Changing a text opt out to an opt in
Customer Card Profile Picture
Canceling an Appointment
How to Add a User to an Existing Deal
Adding a Vehicle to a Deal on the Customer Card
Customer Card Activity Logs
Marking a Deal a "Hot Lead" - Flame Icon
Adding a CoBuyer to a Deal
Removing the CoBuyer from a Deal
Switching Buyer and CoBuyer on a Deal
Viewing Raw Lead Data
Customer Card - Conversations Tab
Open Tab
Genius Reply
Adjusting Buyers on Open Deals
Interested Vehicles and Trade Ins
Toyota Smart Path/Lexus Monogram
Value Tab
Deals Tab
FordDirect Features