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Knowledge base
General CRM Knowledgebase
DealerPeak CRM Basics
13
DealerPeak Customer Profile Overview
How to add a lead to the CRM
Proper steps for adding leads and avoiding duplication
Adding a Vehicle of Interest to a Lead
How to add a trade to a lead
View all 13
Marketing
6
How to create a customer group
How to create an Email Campaign
How to create a Call Campaign
How to send an SMS Campaign
How to add a lead source to the CRM
View all 6
FAQs:
Customer Support FAQ
12
How do I add a new Agent?
How to setup an agent with SMS and Click to Call
How to add or remove Location or Division Manager access
How to add and remove agents from lead allocation
How to mark a lead sold
View all 12
Help Desk Software
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