Get familiar with our CRM tools, credit and compliance features, and basic customer-related tasks.
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CRM: Working a Prospect
Adding a New Prospect/Customer
Running Credit & Printing a Credit Application
Automating Your Adverse Action Notices
Printing an Adverse Action Notice
Setting up Direct Lead Import
DC Chat: Video Calls
DC Chat and Integrated Messaging Center
Worldpay Payment Processing
Podium: Streamline your business reviews process
Setting up Customer Marketing Campaigns
Using Compliance Tools
What do I need to know about Compliance?
Using DealerCenter CRM: Part 1 - Basics and Understanding Statuses
Using DealerCenter CRM: Part 2 - Working a Prospect and Recording Activity
Using DealerCenter CRM: Part 3 - Appt. Scheduling & Follow-ups
Using CRM on the DealerCenter Mobile App
Using CRM Workflows & Task Management
Using the Customer Check-in Feature
Using Duplicate Checker
Mobile & Desktop Notifications
Using Built-in SMS and Email Features
Sending Bulk Emails & Text Messages
Using Calendar and Tasks
Introduction to Internet Lead Management
Webinar Recording: Exploring CRM, Running Credit & Other Customer Tools