Customer, Credit & CRM

Get familiar with our CRM tools, credit and compliance features, and basic customer-related tasks.

How to Use DealerCenter CRM: Full Tutorial

How to Add and Find Lead Prospects in DealerCenter

How to Work a Prospect in DealerCenter CRM

How to Use Click-to-Call

How to Send Emails and Texts in DealerCenter CRM

How to Use CRM Sales, Customer Check-in & Lead Management Dashboards

How to Use Compliance Features in DealerCenter

Understanding Adverse Action Notices

How to Provide Credit Applications and Run Customer Credit

DC Chat: Video Calls

Using the Customer Dealership Check-in Feature

Podium: Streamline your Business Reviews Process

DC Chat and Integrated Messaging Center

Setting up Direct Lead Import

Setting up Customer Marketing Campaigns

What do I need to know about Compliance?

Using CRM Workflows & Task Management

Sending Bulk Emails & Text Messages

Introduction to Internet Lead Management