Customer Relationship Management (CRM)
Get familiar with our CRM tools, credit and compliance features, and basic customer-related tasks.
- 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
- Mobile & Desktop Notifications
- Using Built-in SMS and Email Features
- Using Calendar and Tasks
- Internet Lead Management (ILM) is here!
- Using Duplicate Checker
- Printing an Adverse Action Notice
- Using Compliance Tools
- * Webinar Recording: Exploring CRM, Running Credit & Other Customer Tools