1. DealerCenter Support
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  3. Customer, Credit & CRM

Using DealerCenter CRM: Part 3 - Appt. Scheduling & Follow-ups

Topic Timeline

00:31 Set-up Appointment

00:52 Access Calendar

01:12 Appointment Details

02:28 Mark Appointment as Completed

02:43 Update Customer Status

03:31 List View of All Appointments

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Using CRM: Part 2 - Working a Prospect & Recording Activity 

Using CRM: Part 3 - Scheduling & Follow-ups

Using Calendar and Tasks

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