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

AIM Campaigns

AIM - Augmented Intelligence Marketing

How to Write a Prompt for AIM Campaigns

How to use tokens (also referred to as merge codes, form fields, or personalization tags) in templates.

Autofilling Information in Email Templates

Genius

Support Agent

Madelyn O'Shea

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

View User Audit Logs

How can I manage user permissions in DriveCentric, including individual and group settings?

How to Reactivate an Inactive or Locked-Out User in DriveCentric

Reactivating a User

How do I add a new user in DriveCentric?

Amber Burr

User Management

Distribution Types

Creating a New Distribution

Distributions

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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