DriveCentric

Where to find your lead address in the CRM.

Locating your Lead Address

Email Blast - How to Create and Send an Email Blast

This is a dashboard to help tracked your Delivered Deals that were not a 100% match to a Customer Card in DriveCentric CRM!

Delivered Deal Merge (DDM):  Navigating Your Duplicates Dashboard

Editing Email Templates

How to delete a visit when a customer is checked in by mistake.

Deleting a Visit

How to rescue a deal marked dead.  Reverse a dead deal and re-open it.

Rescuing a Deal

Sometimes deals are not moved to delivered because the Drive deal is not linked with the DMS deal.

How to link an Unlinked Delivered deal from the DMS

Here is how to create an email and text template!

Creating and Editing Email & Text Templates

Here is how to roll back a deal to the previous stage.

Unlink/Unwind a Deal

Genius

Manager Actions

New User Login Credentials

Editing, adding or updating a users work schedule.

Updating a User's Work Schedule

How to put a user in vacation mode.  How to turn off vacation mode.

Turning Vacation Mode On or Off

Removing a User from Reports

How to allow or remove permissions for a user.

Updating User Permissions

Resetting a User Password

Transferring a User to a Different Store

Obtaining Access to Multiple CRM Accounts

Understanding and Updating Quick Search

How to Remove a Team

Creating a new team and adding users to an existing team.

Creating a Team

Round Robin Customers to Other Users.  How to reassign customers.

Redistributing Customers

Deactivating a user

How to Mass Expire Tasks

Error message sending an email
User can't send email

User Cannot Send an Email

User Management

Distribution Types

Creating a New Distribution

Distributions

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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