Customer Relationship Management (CRM)
Manage all of your customers, vendors, prospects, and correspondence in one place, accessible on any type of device.
How to Customize Your CRM Contact Column View Settings
Even though the dealer technologies from Dealership Drive are built to feel as customized as possible, there are additional ways to further customize ...
How to Export Data Spreadsheets From Your System (for CRM)
We’ll begin this tutorial from wherever in your dealer system you would like to export information—whether that is a Deals panel, Inventory, CRM, or e...
How do I get started with email integration within my CRM?
1. Navigate to https://www.dealershipdrive.com/ and make sure you are signed into your account. 2. Click "Account Management" 3. Click "Personal Set...
How to Omit Emails to or from Certain Recipients from Being Imported (Use the Never Log List)?
Before you turn on email import and sync for correspondence matching contacts in your CRM, you will need to determine which contacts and correspondenc...
How do I connect an email address to my dealer system CRM?
1. Once your account representative has activated Email Integration functionality, you will see the option to "View and manage your email accounts" as...
How do I email inventory listings from within my dealer system?
First, let's say you'd like to email some of your online inventory without leaving your dealer system. 1. Navigate to https://www.dealershipdrive.com...
Email Integration
Email Integration allows you to connect your email address to your Dealership Drive Management System. With email integration enabled and an email acc...
How do I import past email correspondence?
Please note: If there are emails you do not want to be imported from certain people or domains, be sure to learn about the Never Log List before tu...
How do I import and sync emails matching CRM contacts?
Good news: With Email Integration, you can now import and sync email correspondence with your contacts in your CRM! But head's up: Because not every...
How do I quickly email deal-related documents (quotes, invoices, forms, etc.) from within my dealer system?
With email integration, sending any documents is easy! Let's see how you can send any documents relevant to a Deal via email to any contact from your ...
How can I access email correspondence with contacts within the system's internal CRM?
Email Integration also means that your dealer system is now a fully functioning CRM. All email correspondence with Contacts will be logged in your dea...
How do I email clients directly from my CRM system?
Let's look at how to email a contact from within your CRM without having to toggle over to your usual email client. 1. From a contact's record in your...
How to Merge Contacts in Dealership Drive
We've all been there—either multiple team members have created contact files in your CRM for the same person or multiple contact records were created ...
How do I disconnect an integrated email account from my dealer system?
1. Navigate to https://www.dealershipdrive.com/ and make sure you are signed into your account. 2. Under the "Account Management" heading, select "P...
Why and How to Use Call Tracking with Dealer Technology Solutions
What is automated call tracking? What is a provisional phone number? How do provisional phone numbers help with lead reporting? How do I get started w...
Phone Call Recordings
Dealership Drive’s Phone Call Recording feature allows you to optionally record phone calls made from the Dealership Drive Customer Relationship Man...
Guidelines for Recording Phone Calls
In order to record phone calls, you must obtain consent of one or more parties participating in the call. Below are the phone call recording requir...
Outgoing Caller ID Phone Number Settings
Getting a Specific Phone Number to Show on a Customer's Caller ID "How can I have a recognizable phone number show on my customer's caller ID when I...