Sales Management Learning Path
Learn to manage your department through courses such as reporting, maintenance setups, and control files just to name a few.
Sales Dashboards for Managers
Learn how dashboards can be created and utilized for sales reps and sales managers.
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 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.
Creating Sales Users
This course will break down the sales permissions, the security policy as well as show how you can easily copy and paste permissions from one user to the next to speed up the process.
Sales Control File
Navigate through the entire Sales Control File with ease after completing this course.
Audit Log Report
The Audit Log Report allows either the department manager or a master user to find out what changes were made within the software during a specific date range.
Purchase Orders
Learn how to create purchase orders by code, or part, and how to manage them. We have also included some control file and maintenance options for a better understanding of the entire feature.