DriveCentric

User Management Status Options

MFA: Authentication App Setup

How to delete your cell phone number from your signature.

Removing your Cell Phone Number from your Email Signature

How to add, edit or delete source descriptions, as well as grouping the descriptions to help view easier in Reporting.

Creating Source Descriptions and Source Description Groups

How to add a new category for your email and text templates.

Adding an Email or Text Template Folder

Updating your store hours for holidays and special events.

Special Store Hours

How to delete a video from your video library.

Deleting a Video from the Video Library

Establishing retention for delivered and non-sold deals.

Setting a Retention Policy

Adding New Users

This article will help users create new lead addresses

How to create a new Lead Source Description and Lead Address

Notification sounds

My Settings

This is a list of all tokens that can be added to email messages or templates, and a description of the data that they will insert.

Token Guide

Email Signatures

How to adjust Dead Deal Permissions

Genius Max will automatically reach out to your customers when their interested vehicle goes up or down in price!

Genius Max: Inventory Price Change Emails

How to Clock In or Clock Out from Desktop and the Mobile App

Build custom groups of DriveCentric users, and mention them all at once.

Mention Groups

Permission Groups

How to Create Store Segments

Managing Customer Tags (Store Settings)

Genius

Michele McCoy

Settings

Business Rules Overview

Creating Business Rules

Business Rule Categories

Business Rule Task Types

Business Rules

How to investigate leads not assigning to all intended users.

Leads not Assigned to Correct Users

Removing a User from a Distribution

Verifying Distribution Used

Adding a User to a Distribution

Adding Priorities to a Distribution

Distributions

Adding a Deal Document

Adding a Page to a Document Bundle

Editing a Deal Doc

Deal Docs

Find answers and get help from Intercom Support and Community Experts

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