Marketing
How to Articles on using the Marketing Tab
In this article, we will review how to create a customer group using the advanced search tool. This is an important first step to creating call and email ca...
Wed, 13 Jul, 2022 at 1:14 PM
Before starting your email campaign you will need to create a customer group(s). See: How to create a Customer Group Note: You will want to create and name ...
Wed, 28 Feb, 2024 at 9:57 AM
Before starting your campaign you will need to create a customer group(s). See: How to create a Customer Group Note: You will want to create and name the gr...
Wed, 28 Feb, 2024 at 10:29 AM
Before starting your campaign you will need to create a customer group(s). See: How to create a Customer Group Note: You will want to create and name the gr...
Wed, 28 Feb, 2024 at 10:32 AM
Instructions to Add a New Lead Source Access the DealerPeak Dashboard Log in to the DealerPeak CRM. Navigate to Lead Sources Hover your mouse ove...
Wed, 16 Oct, 2024 at 12:03 PM
Next Call logic: First get Customer who is currently locked for this Agent with no result (attempted in the last 30 minutes) Agent clicked the "N...
Wed, 17 May, 2023 at 4:04 PM
Instructions to Add a Parent Source Access the DealerPeak Dashboard Log in to the DealerPeak CRM. Navigate to Lead Sources Hover your mouse over ...
Tue, 10 Jun, 2025 at 2:08 PM
Effective marketing relies on understanding where your leads come from. While individual lead sources provide granular detail, grouping them under "Par...
Tue, 10 Jun, 2025 at 2:06 PM