DealerPeak

DealerPeak Customer Profile Overview Top Tabs: Send Email: Initiate an email to the customer (used when you do not have a task to complete). Add T...

From your Dashboard, select the "Quick UP" or "New Lead" Button in the upper navigation bar of the screen. Depending on your interface y...

When adding a lead to the system, Dealerpeak will search the customer by the Name, Email address, and Phone numbers to find a match in the system.    When...

Adding a Vehicle of Interest to a Lead This guide outlines the different ways to add a vehicle of interest to a lead profile within the CRM. You have three...

Step-by-Step Guide to Adding a Trade to a Lead: 1. Access the Trade-In Section: Locate the "Trade-In" section within the lead form. This is whe...

Updating a Lead Status This guide provides step-by-step instructions on how to change the status of a lead within a customer's profile in the CRM. St...

Setting an Appointment Task in the CRM This guide will walk you through the process of setting an appointment task within a lead's profile in the CRM. ...

Completing Tasks in the CRM: A Step-by-Step Guide This guide outlines how to complete various tasks within the CRM and manage your leads effectively. Task...

This manual guides you on how to use the Click-to-Call feature within DealerPeak CRM to efficiently connect with your customers. 1. Accessing Click-to-Ca...

Creating a Saved Search (Inventory Alert) for Customers This guide will walk you through creating a saved search, also known as an Inventory Alert, within ...