DriveCentric

How to save a note to the top of the customer deal card.

Pinned Notes

How to complete a checkmark task on your Workplan.

Completing a Reminder Task

How to opt a customer into texting that previously opted out.

Changing a text opt out to an opt in

Where does the customer card profile picture come from?  How can I remove the picture for a customer?

Customer Card Profile Picture

Canceling an Appointment

Adding a salesperson, BDC or Closer to a deal.

How to Add a User to an Existing Deal

Search and add vehicles to a deal from the customer card using our enhanced inventory feature.

Adding a Vehicle to a Deal on the Customer Card

Customer Card Activity Logs

The hot icon on your pipeline and customer card.

Marking a Deal a "Hot Lead" - Flame Icon

Adding a CoBuyer to a Deal

Removing the CoBuyer from a Deal

Flipping the buyer and co-buyer on a deal.

Switching Buyer and CoBuyer on a Deal

Viewing Raw Lead Data

Customer Card - Conversations Tab

Open Tab

Genius Reply

How do I change the primary buyer on an open deal?

Adjusting Buyers on Open Deals

How to add an interested vehicle or trade in.

Interested Vehicles and Trade Ins

What is the Toyota Smart Path/Lexus Monogram?

Toyota Smart Path/Lexus Monogram

Value Tab

Deals Tab

FordDirect Features

Minimize up to 5 customer cards for better multitasking

Minimize Customer Card

Replying to Transactional Emails

How can I successfully push trade and appraisal data from DriveCentric to vAuto?

How to Unpin a Note on a Customer Deal Card.

Unpinning Notes

Genius

Michele McCoy

Amber Burr

Customer Card

Why am I seeing the vehicle on my deal is sold or delivered when the deal isn't sold?

Interested Vehicle Shows Delivered or Sold on Open Deal

Activity Tab

How to Log an Inbound Call

Customer Card Tabs

Killing genius follow up.  Ending the artificial intelligence (A.I.) follow up on a customer.

How to Fire Genius

How to open multiple deals on one customer for multiple vehicle purchases.

Starting a Second Open Deal

Checking a Customer Out of the Store

Collecting a credit application, pushing credit, pulling credit.

Credit App Button

Checking a Customer In the Store

Adding a Trade to a Deal

Printing deal documents on open deals.  Printing deal documents on delivered deals.

Printing Deal Documents

Roadmap Icon: AKA the "Roadmap to the Sale"

Pushing to the DMS from the Customer Card

Pushing a Deal to the DMS

Marking a Deal Sold

Marking Deals "Dead" in DriveCentric

Utilizing the snooze feature.  How to snooze a customer.  Where is the snooze button.

Snooze Button

Transferring a customer to another store.

Store Transfer Button

NCC Connect™

Seth Stevens

Customer Card Buttons

Marking a Lead as Bad

Sending an email or text message as another user.

Message Impersonation

How to @ someone.  Leaving a note for another user.  Mention a user to send them a notification.

Mentioning

Changing the source type or source description on a delivered deal.

Edit lead source on a delivered deal

How to Navigate Multiple Open Deals

Viewing the co-buyer on a delivered deal.

Find the co-buyer on a delivered deal

What happens when I try to opt-in a customer

How to "Opt-In" a customer to texting

Portal:  Secure Document Management Feature

Send Credit App

Payment Link

How can I manage and track snoozed deals or customers in DriveCentric?

Here are some common items to review if calls are not connecting to your phone.

Calls Not Connecting Troubleshooting

Merge Troubleshooting

Madelyn O'Shea

Customer Card Actions

How to merge profiles when possible dupes have been cleared.

Merging Customer Profiles after Duplicates Cleared

How to mark a vehicle no longer owned by a customer.

Removing and Adding a Vehicle to the Customer's Garage

Customer Contact Card

Resubscribing a customer for calls, texts and emails.

Resubscribe a Customer

Adding to the Do Not Contact list or Unsubscribing from Communication(s)

Managing Customer Subscriptions

Edit Customer Information:  Customer Card and Contact Card

Customer Contact Card: Details

How to remove a customer record from the CRM

Remove a Customer from the CRM

Genius Summary

How to Use the Wish List Feature

Connections

How to Use Customer Tags

Support Agent

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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