Help Topics

Accounting

• DealerCenter QuickBooks Integration Overview

Admin Settings & Other Features

• ★ Setting up Direct Lead Import
• Lexington Law Credit Repair Services
• DealerCenter Referral Program
• Help! I have to enable security settings over and over!
• My Profile: Update Your Email & Contact Info, Password Recovery and More
• Reviewing the Homepage

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BHPH

• What are the Buy Here Pay Here features?
• Taking a Payment
• Issuing a Credit & Applying a Fee
• Modifying a Loan
• Adding a Side Note
• Changing a Due Date

Billing: My Account Page

• Check out the My Account page
• My Account Page: Easily manage & pay your DealerCenter invoice

Contact Information

• Contact Sales or Support

Customer Relationship Management (CRM)

• Adding a New Prospect/Customer
• Running Credit & Printing a Credit Application
• What are the Customer Relationship Management features?
• Using DealerCenter CRM: Part 1 - Basics and Understanding Statues
• Using DealerCenter CRM: Part 2 - Working a Prospect and Recording Activity
• Using DealerCenter CRM: Part 3 - Appt. Scheduling & Follow-ups

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Deals

• Profit Matrix & Name Your Gross
• What are the DMS features?
• Working a Deal 1: Submitting Deals to Lenders
• Working a Deal 2: Viewing Submission Status & Finalizing Deal
• Printing Deal Paperwork
• Working a Westlake Financial Services Deal

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Common Questions

• How do I add a customer?
• How do I add a vehicle into my inventory?
• How do I delete a vehicle from my inventory?
• How do I work a finance deal?
• How do I work a cash deal?
• How (and when) do I unwind a deal?

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Getting Started

• Download our Digital Brochure
• Check out DealerCenter!
• Add your additional user logins
• Checkout the mobile app
• Get familiar with the homepage and search
• Add a vehicle into DealerCenter’s Inventory

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Inventory

• Check out AutoCheck
• Adding a Vehicle: Booking & Basics
• Adding a Vehicle: Pricing, Costs & General Info
• Deleting a Vehicle from Inventory
• Using Fastbook to Book a Vehicle
• Viewing and Editing a Vehicle

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Mobile App

• What are the DealerCenter Mobile App features?
• Mobile App Overview
• Using VIN Scanner to Add a Vehicle
• Scanning a Driver's License to Add a Prospect/Customer
• Instantly add a customer to DealerCenter using License Scan!
• See our mobile app in action at an ADESA Auction!

Dealer Websites & Digital Marketing

• Getting Started with Dealer Websites
• Setting up Online Ad Posting to Advertising Sites
• What are the Online Marketing features?
• What are DealerCenter Dealer Websites?
• Breakdown of Dealer Websites Sections
• Setting Up & Customizing Your DealerCenter Dealer Website

Reporting & Dashboard

• Creating Custom Dashboards & Widgets
• Using Your Custom Dashboard

Total Lender Access

• ★ Getting Started with RouteOne Integration
• Getting Started DealerTrack in DealerCenter
• Doing a Gateway One Lending & Finance Deal
• Doing a Flagship Credit Acceptance Deal

Westlake Documents & Training

• Puerto Rico Contracts
• eContracting
• 12 Month Material Damage
• Westlake Powersport Program Guidelines
• Westlake Program Guidelines
• Westlake Rate Sheet

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Western Funding Documents and Training

• Western Funding Program Guidelines
• Triple Pay Program Flyer
• Top Reasons to use WFI
• Dealer Intro Packet
• Blank Credit Application
• Guarantee of Title

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