DriveCentric

How customers move into the different pipeline stages.

Understanding your Sales Pipeline

Notification Management

Understanding our updated version of the Call Log

Accessing your Call Log

How do I move customers to the proposal stage of the pipeline?

Manually Moving Customers to the Proposal Stage

How to apply and remove filters from the new sales pipeline.

Filtering your Sales Pipeline

How to get rid of a duplicate lead on the notification bar.

Clearing a Duplicate Lead from the Notification Bar

How to respond to a lead from the side bar.

Responding to a Lead from the Notification Bar

Finding your task list, to-do's, customer follow ups and finishing your workplan.

Completing Workplan Tasks

AIM - Augmented Intelligence Marketing

Understanding Your Service Pipeline

Genius

Michele McCoy

Home Screen

Dark Mode

Conversations

The exclamation point inside the triangle

No Follow-Up Warning - Caution Sign ⚠️

Viewing a list of customers that are snoozed.

Accessing your Snooze Bucket

Hit List

Submitting a Feature Request

Home Screen Views

Adding a New Customer

Un-replied Conversations

Store Selector:  How to access multiple stores in the CRM

Viewing Untracked Emails & Texts

Home Screen Actions

Understanding the Phone Count, Text Count, Email Count, and Video Count in list view.

Engagement Counter Overview

Use the quick options in list view to schedule tasks.

Scheduling Tasks in Pipeline List View

Overview of the list view features in the new sales pipeline.

Sales Pipeline List View

This article will walk you through using our sorting, Add/Remove Columns, and Filtering features of DriveCentric.

How To Sort, Add/Remove Columns, & Filter in DriveCentric

Lists Views

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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