DriveCentric

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™

Genius

Seth Stevens

Customer Card Buttons

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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.

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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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