All my clients

Associate/Merge leads
Authorized roles: All Steps to follow: 1 - Go to "All my clients" module. 2 - Select the leads to associate / merge by clicking on the chec...
Wed, 26 Dec, 2018 at 9:52 AM
Create a lead
Steps to follow: 1 - Click on the "add a lead" icon. 2 - Enter the lead's informations. The type of lead is an essential informat...
Mon, 27 Aug, 2018 at 12:51 PM
Create a view
Steps to follow: 1 - Select the module in which you want to create the view. 2 - Select the desired date range. 3 - Select the desired columns by cl...
Wed, 28 Nov, 2018 at 12:54 PM
Global search
Steps to follow : 1 - Click on the magnifying glass  at the top right of the page, a search bar will appear. 2 - Select a search type. (Leads, Vehicle...
Tue, 27 Nov, 2018 at 12:04 PM
Export data to DMS
Steps to follow: 1 - Access a customer card. 2 - Go to the bottom of the customer card. 3 - Click on the "Serti" or "One-Eighty"...
Wed, 26 Dec, 2018 at 12:42 PM
Delete a lead
Authorized roles: Director and BDC Director Steps to follow: * To be able to delete a lead, it is necessary for a director to ask the support to a...
Wed, 26 Dec, 2018 at 9:49 AM
Transfer leads to another advisor
Steps to follow: 1 - Select the targeted leads by checking the check boxes to the leads' left in the board. If all leads are to be transfered che...
Wed, 28 Nov, 2018 at 12:57 PM
Use the filters
Steps to follow: 1 - Go to the desired module's section "Client", "Web Client" or "Up Client". 2 - Select the targ...
Wed, 28 Nov, 2018 at 12:58 PM
Generate a report
Authorized roles: All (This option must be checked in the user profile) Steps to follow: 1 - Go to the desired module. (All my clients, Lead Xpre...
Wed, 2 Jan, 2019 at 10:44 AM
Mass mailing
Authorized roles: Advisor, BDC Agent, F&I Director, Director and BDC Director. Steps to follow: 1 - Go to "All my clients" module. ...
Wed, 26 Dec, 2018 at 9:42 AM