Invoicing & Sales Management (Deals)
Spend more time making sales and less time doing paperwork.
Video: Your Guide to Deals (Step-by-Step Tutorial)
A quick head's up before we get started: Please ignore any references to "My Little Salesman", "MLS", or differing brand imagery as this was simply th...
How to Integrate DocuSign With Your Dealership Drive Account
A quick head's up before we get started: Please ignore any references to "My Little Salesman", "MLS", or differing brand imagery as this was simply th...
How to Edit and Add New Deal Jackets
The Dealership Drive Dealer Management System allows for the creation of customized deal jacket checklists with specific tasks required for the comple...
How to Export Data Spreadsheets From Your System (for Deals)
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 to Customize Your Sales Desk/Deals 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 Edit or Update the Status of a Deal in Your Sales Desk
1. Navigate to https://www.dealershipdrive.com/ to log into your account. 2. Click "Sales Desk" 3. Click "Deals" 4. Click "Actions" next to the Deal...
How to Account for a Down Payment in Deals (Sales Desk)
Properly documenting a down payment or a deposit doesn't have to be tricky for dealerships. With your Deals system within the Sales Desk or your Deale...
Automatic Profit Analysis Within Dealership Drive
Leverage Inventory Management to Automate Detailed Reports If you’ve seen our article and video on navigating and utilizing your Deals system , you’l...
How to Create an Invoice for a Partial Amount (Deposit, Down Payment, etc.)
What if you want to create an invoice for just a partial amount of the remaining balance—such as a deposit, down payment, or other smaller payment? 1....
How to Create an Invoice for the Remaining Balance Due
This tutorial comes in response to a client question: “I am working with a customer’s finance company and they have asked about the balance not showin...
How to Automatically Assign New Leads to Contact or Inventory Owners
1. Navigate to https://www.dealershipdrive.com/ 2. Make sure you are logged into your account and select the "Sales Desk" heading in the navigation p...
How to Document Deal Notes
Keeping notes in one place concerning a particular Deal can be very useful for reporting, record keeping, and follow-up. Here's how to easily include ...
How to Select Shipping Recipient Options in Deals
To simplify filling out the shipping recipient information in your Deals system, we’ve built an intuitive dropdown selection menu. Let’s look at how t...
How to How to Add/Edit Quote, Invoice, & Deal Default Settings | Sales Desk Settings
The ability to automatically generate quotes, invoices, and other deal-related forms makes Dealership Drive a dealer's best friend. However, what happ...