DriveCentric

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?

Genius

Amber Burr

Customer Card Actions

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