Customer, Credit & CRM

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

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DealerCenter CRM: A Comprehensive Walkthrough

Adding and Finding Lead Prospects in DealerCenter

How to Work a Prospect: Turning Leads into Sales with DealerCenter CRM

Click to Call: Connect with Customers Instantly

CRM Dashboards: Sales, Customer Check-in and Lead Management

Compliance Simplified: Navigating DealerCenter's Compliance Features

Compliance Simplified: Understanding Adverse Action Notices

Providing Credit Apps & Running Credit: A Step-by-Step Guide

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

What do I need to know about Compliance?

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