Bulk Task Delete/Undelete

Select tasks to delete or restore deleted tasks.

Filters & Options

Tasks

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Task Name Task Type Sales Status Task Date Customer Assigned To Secondary Assigned To BDC Agent
Follow up on quote Call In Progress Dec 12, 2025 John Carter Jane Smith Bob Johnson Sarah Williams
Send proposal email Email Pending Dec 12, 2025 Emma Wilson Bob Johnson Jane Smith Mike Brown
Schedule test drive Meeting Completed Dec 12, 2025 Mike Brown Sarah Williams John Doe Bob Johnson
Final negotiation call Call In Progress Dec 12, 2025 Olivia Davis John Doe Sarah Williams Jane Smith
0 tasks selected
Showing 4 tasks

Filters & Options

Deleted Tasks

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Task Name Task Type Sales Status Task Date Customer Assigned To Secondary Assigned To BDC Agent Deleted Date
Old follow-up call Call Cancelled Dec 12, 2025 David Lee John Doe Jane Smith Bob Johnson 2025-12-01
Cancelled meeting Meeting Cancelled Dec 12, 2025 Lisa Anderson Jane Smith Bob Johnson Sarah Williams 2025-12-05
Outdated email task Email Completed Dec 12, 2025 Tom Harris Bob Johnson Sarah Williams Mike Brown 2025-12-08
0 tasks selected
Showing 3 deleted tasks

Bulk Leads Delete/Undelete

Select leads to delete or restore deleted items.

Filters & Options

Leads & Deals

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Customer Name Sales Type Lead Type Lead Status Inventory Type Sales Status Lead Created Date Sources Deal Type Assigned To Secondary Assigned To BDC Agent
Robert Miller Direct Sale New New SUV In Progress Dec 12, 2025 Website Retail John Doe Jane Smith Bob Johnson
Anna Taylor Lease Existing Contacted Sedan Pending Dec 12, 2025 Referral Lease Jane Smith Bob Johnson Sarah Williams
James Wilson Finance Referral Qualified Truck Negotiation Dec 12, 2025 Ad Campaign Finance Bob Johnson Sarah Williams Mike Brown
Sophia Martinez Direct Sale Walk-in Proposal Convertible Closed Won Dec 12, 2025 Walk-in Retail Sarah Williams Mike Brown John Doe
0 leads selected
Showing 4 leads

Filters & Options

Deleted Leads & Deals

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Customer Name Sales Type Lead Type Lead Status Inventory Type Sales Status Dec 12, 2025 Sources Deal Type Assigned To Secondary Assigned To BDC Agent Deleted Date
Peter Johnson Lease Existing Closed Sedan Closed Lost Dec 12, 2025 Website Lease John Doe Jane Smith Bob Johnson Dec 12, 2025
Laura Clark Direct Sale New New SUV Pending Dec 12, 2025 Walk-in Retail Jane Smith Bob Johnson Sarah Williams Dec 12, 2025
Mark Evans Finance Referral Qualified Truck Negotiation Dec 12, 2025 Referral Finance Bob Johnson Sarah Williams Mike Brown Dec 12, 2025
0 leads selected
Showing 3 deleted leads

Customer Reassignment

Reassign customers to different sales representatives or teams.

Filters & Options

Customers

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First Name Last Name Year / Make / Model Email(s) Work Number Cell Number Home Number Lead Status Lead Type Inventory Type Sales Status Sources Deal Type Sales Type Created Date Assigned To Secondary Assigned To BDC Agent
Chris Thompson 2024 Toyota Camry chris@example.com +1 555-0201 +1 555-0101 +1 555-0301 Qualified Inbound Sedan In Progress Website Retail Finance Dec 12, 2025 John Doe Jane Smith Bob Johnson
Amy Roberts 2023 Honda CR-V amy@example.com +1 555-0202 +1 555-0102 - New Referral SUV Pending Walk-in Lease Lease Dec 12, 2025 Jane Smith Bob Johnson Sarah Williams
Daniel White 2022 Ford F-150 daniel@example.com - +1 555-0103 - Prospect Outbound Truck Negotiation Referral Retail Cash Dec 12, 2025 Bob Johnson Sarah Williams Mike Brown
Emily Green 2025 BMW X5 emily@example.com +1 555-0204 +1 555-0104 +1 555-0304 Customer Website SUV Closed Won Email Retail Finance Dec 12, 2025 Sarah Williams Mike Brown John Doe
0 customers selected
Showing 4 customers

Filters & Options

Previous Reassignments

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First Name Last Name Year / Make / Model Email(s) Work Number Cell Number Home Number Lead Status Lead Type Inventory Type Sales Status Sources Deal Type Sales Type Created Date Previous Assigned To Reassigned To Reassignment Date
Chris Thompson 2024 Toyota Camry chris@example.com +1 555-0201 +1 555-0101 +1 555-0301 Qualified Inbound Sedan In Progress Website Retail Finance 2025-12-01 John Doe Jane Smith 2025-12-20
Amy Roberts 2023 Honda CR-V amy@example.com +1 555-0202 +1 555-0102 - New Referral SUV Pending Walk-in Lease Lease 2025-11-28 Jane Smith Bob Johnson 2025-12-19
Daniel White 2022 Ford F-150 daniel@example.com - +1 555-0103 - Prospect Outbound Truck Negotiation Referral Retail Cash 2025-11-20 Bob Johnson Sarah Williams 2025-12-18
Emily Green 2025 BMW X5 emily@example.com +1 555-0204 +1 555-0104 +1 555-0304 Customer Website SUV Closed Won Email Retail Finance 2025-11-15 Sarah Williams Mike Brown 2025-12-17
0 reassignments selected
Showing 4 previous reassignments

Dealership Contact Information

Configure your dealership's primary contact details and business information.

Primary email for customer communications

Merge Sold Deals

Select exactly two deals to merge. After selection, you can choose which fields to keep from each deal.

Instructions: Select exactly two deals to merge. After selection, you can choose which fields to keep from each deal. Important: The DMS ID # field determines which deal will be kept as the primary record. Typically, one deal has a DMS ID # (the correct lead) and the other is blank (merged into the one with DMS ID #).

Merge Sold Deals

DMS Number Customer Info Vehicle Info Lead Type Lead Status Sales Status

IP Access Restrictions

Configure IP-based access control settings.

IP Filtering Settings

Control how IP restrictions are applied
Supports individual IPs and CIDR notation
Enable IP restriction bypass for admins
Allow administrators to access from any IP
Log blocked access attempts
Record all attempts from restricted IPs

Notification Preferences

Configure system notification settings and delivery channels for real-time alerts and reminders.

Customer Notifications

New Internet Lead Received
Alert when a new internet lead is received in the system
Email
App
Text
Desktop
Lead Assigned to You
Notify when a lead is assigned to you
Email
App
Text
Desktop
Lead Reassigned to You
Alert when a lead is reassigned to you from another user
Email
App
Text
Desktop
New Chat Deal
Notify when a new chat deal is initiated
Email
App
Text
Desktop
Incoming Call (Assigned Lead)
Alert for incoming calls from assigned leads
Email
App
Text
Desktop
Incoming Text
Notify when a new text message is received
Email
App
Text
Desktop
Incoming Email
Alert when a new email is received
Email
App
Text
Desktop
Customer Viewed Your Email
Notify when a customer views your sent email
Email
App
Text
Desktop
Customer Replied to Your Email
Alert when a customer replies to your email
Email
App
Text
Desktop
Customer Clicked Link in Email
Notify when a customer clicks a link in your email
Email
App
Text
Desktop
Text Message Delivery Failure
Alert when a text message fails to deliver
Email
App
Text
Desktop
Email Delivery Failure/Bounce
Notify when an email fails to deliver or bounces
Email
App
Text
Desktop
New Appointment Assigned
Notify when a new appointment is assigned to you
Email
App
Text
Desktop
Appointment Starting Now
Alert when an appointment is starting immediately
Email
App
Text
Desktop
New Task Assigned
Notify when a new task is assigned to you
Email
App
Text
Desktop
Lead Moved to New Sales Status
Alert when lead status changes (Uncontacted, Attempted, Contacted, Demo, Write-Up, etc.)
Email
App
Text
Desktop
Lead Moved to Pending F&I
Notify when a lead is moved to Pending F&I status
Email
App
Text
Desktop
Deal Moved to Sold
Alert when a deal is marked as Sold
Email
App
Text
Desktop
Deal Moved to Delivered
Notify when a deal is marked as Delivered
Email
App
Text
Desktop
Deal Moved to Lost
Alert when a deal is marked as Lost
Email
App
Text
Desktop
Service Appointment Booked
Notify when a service appointment is booked
Email
App
Text
Desktop
Service Appointment Closed
Alert when a service appointment is closed
Email
App
Text
Desktop
Wishlist
Notify about wishlist activities
Email
App
Text
Desktop
AI Recommendation Available
Alert when AI recommendations are ready for review
Email
App
Text
Desktop
Duplicate Deal
Notify when a potential duplicate deal is detected
Email
App
Text
Desktop

Manager Notifications

Appointment Cancelled
Alert managers when appointments are cancelled
Email
App
Text
Desktop
Appointment Rescheduled
Notify managers when appointments are rescheduled
Email
App
Text
Desktop
Appointment Missed
Alert managers when appointments are missed
Email
App
Text
Desktop
Appointment No Show
Notify managers when customers don't show for appointments
Email
App
Text
Desktop
Appointment Completed
Alert managers when appointments are completed
Email
App
Text
Desktop
Appointment Updated
Notify managers when appointments are updated (time/date/vehicle/etc.)
Email
App
Text
Desktop
New Appointment Assigned (Manager)
Notify managers when new appointments are assigned
Email
App
Text
Desktop
Appointment Starting Now (Manager)
Alert managers when appointments are starting immediately
Email
App
Text
Desktop
Sales Status Deal Moved Backwards in the Funnel
Alert managers when deals regress in the sales funnel
Email
App
Text
Desktop
Service Appointment Booked (Manager)
Notify managers when service appointments are booked
Email
App
Text
Desktop
Service Appointment Closed (Manager)
Alert managers when service appointments are closed
Email
App
Text
Desktop
Vehicle Added to Inventory
Notify managers when new vehicles are added to inventory
Email
App
Text
Desktop
Vehicle Price Change
Alert managers when vehicle prices are changed
Email
App
Text
Desktop
Wishlist (Manager)
Notify managers about wishlist activities
Email
App
Text
Desktop
Automation Failed (Error)
Notify managers when automation processes fail
Email
App
Text
Desktop
AI Recommendation Available (Manager)
Alert managers when AI recommendations are ready for review
Email
App
Text
Desktop
Duplicate Deal (Manager)
Notify managers when a potential duplicate deal is detected
Email
App
Text
Desktop
Campaign Completed
Alert managers when marketing campaigns are completed
Email
App
Text
Desktop

Reminder Settings

Appointment Reminder (Sales)
Get reminders before sales appointments
Email
App
Text
Desktop
Appointment Reminder (Service)
Get reminders before service appointments
Email
App
Text
Desktop
Task Overdue Reminder
Get reminders for overdue tasks (excludes appointment tasks)
Email
App
Text
Desktop

Store Operating Hours

Set your dealership's operating hours for each day of the week.

Quick Apply Hours
to
Monday
to
Tuesday
to
Wednesday
to
Thursday
to
Friday
to
Saturday
to
Sunday
Closed to

Additional Settings

Show hours on website
Display operating hours on your public website
Holiday hours override
Allow temporary hours changes for holidays
Add Holiday Override

Security Settings

Configure security policies and authentication requirements.

Password Policy

8 characters
Require uppercase letters
Password must contain at least one uppercase letter
Require numbers
Password must contain at least one number
Require special characters
Password must contain special characters (!@#$%)
Set to 0 to disable password expiration
Prevent reuse of last "X" passwords

Two-Factor Authentication

Require 2FA for all users
Mandatory two-factor authentication for all accounts
Remember device for 30 days
Skip 2FA on trusted devices

Session Management

Automatically log out inactive users

Role-Based Permissions

Configure default permissions for user roles.

Customer Management

View all customers
Access to view customer records
Allow users to view other team members
Team members can see profiles of colleagues in their team
Create new customers
Permission to add new customer records
Edit customer information
Modify existing customer records
Delete customers
Remove customer records from system

Showroom Visits

Ability To Close Showroom Visit
Controls visibility and access to showroom visit records.

Inventory Management

View inventory
Access to browse inventory listings
Modify inventory
Edit vehicle details and pricing
Access pricing information
View cost and profit margins

Reports & Analytics

View reports
Access to standard reports and dashboards
Export reports
Download reports as PDF/Excel
View financial data
Access to revenue and financial reports

Sub-Lost Lead Reasons Management

Manage Lost Reasons
Add, edit, or remove reasons for lost sales opportunities

Speed to Sale

Speed to Lead Target (minutes)
Target time from lead received to first response
Follow-up Time Target (minutes)
Target time from first response to appointment booked
Conversion Time Target (minutes)
Target time from appointment booked to sold

Email Account Configuration

Configure SMTP settings and email delivery options.

Lead Process Configuration

Select how leads should be distributed to your team.
Select a single user for lead assignment.

Lead Response Timeout & Auto-Reassign

Define how long selected users/teams have to respond before lead reassignment occurs.

Number of times to cycle through selected members before fallback.
Manager Notification
Notify manager when user fails to respond (bell + optional email)

Pending Lead Alerts

Enable Alerts
Toggle to remind users about unanswered leads

After Hours Process

Enable After Hours Process
Trigger dedicated off-hours Smart Sequence

Smart Sequence Stop Rules

Smart Sequence process continues unless marked Sold, Lost, or Pending F&I.

Custom Lead Assignment Rules

Create rules for assigning leads based on source, vehicle type, or other filters.

Selected users will be assigned to the chosen Smart Sequence
Assign To Users / Teams
Type to search for members. Use backspace to remove selections.

Simulate Incoming Lead (Test Rules)

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