DriveCentric

What the Introduction step covers and how billing contact info is used.

Onboarding Introduction

Why some fields are locked, and how to read the Add-Ons and What's Included sections.

Package & Add-ons

What counts as your Website URL, and how Sales Hours, Service Hours, and Genius auto-fill work.

Store Info

Why your domain choice matters long term, and when self-managed domains make sense.

Domain

How to identify your Click-to-Call and Texting providers if you are not sure.

Phone & Text

Whose email to enter for Website Provider Email, and what InSite does.

Dealer Website

What a DMS is, how to identify yours, and what to expect from your specific provider's setup process.

DMS Integration

Where to find your DealerTrack ID, how to handle multiple inventory providers, and OEM ID requirements.

Other Integrations

How to fill out the user upload template correctly and choose the right permission group.

Users & Permissions

Amber Burr

Everything you need to get your dealership set up in DriveCentric, step by step. Find help with each section of the wizard, from lead routing to call tracking to third-party integrations.

Onboarding Wizard Setup Guide

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.

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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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