Finance Manager Learning Path
Designed specifically for Business/Finance Managers, learn how to use PBS software to sell faster and more efficiently through deal customization, deposit management, form generation, and streamlined workflows that support a seamless deal process.
Sales Dashboards for Managers
Learn how dashboards can be created and utilized for sales reps and sales managers.
Contact & Vehicle Management for Sales
Manage your customers and their vehicles effectively through these courses.
Turning Leads and Quotes into Finalized Deals
This course takes you through lead management, quoting, building, and finalizing deals. We have also provided information on the ability to take deposits through either the deal or cash control.
Sales Maintenance
Read through some basic maintenance items such as Fees, Forms, Scenario Templates, and Status Types.
Sales Control File
Navigate through the entire Sales Control File with ease after completing this course.
Sales Reporting
Confidently navigate through the sales reports after reviewing this course.
Sales Workplan
The Sales Plugins will assist dealerships to follow up with new leads, term expiry notifications, status-specific deal guides, internal mining for leads, canceled deal follow-ups, and everything in between.
