Before diving into the full documentation, let’s first understand what DealerSiP is.

You read it right. It is not Dealership, it is DealerSiP. We removed the "H" because "H" stands for Hurdles, and we love removing Hurdles from your path to success.

DealerSiP is a dealership management software designed with a strong focus on marketing and lead generation. Once your website is connected, DealerSiP automatically handles SEO to improve your online presence. It also manages your social media accounts and Google Business Profile, keeping your dealership visible and engaged with potential buyers. Several additional integrations are on the way, making DealerSiP even more powerful with time.

Is DealerSiP known by other names?

Yes. DealerSiP has been introduced under different brand names in the past depending upon country and region:

• In India it is known as AutoPlanner 
• In Canada it was known as AutoMonday
• In America it was known as AtoBell.
• And its original name was AutoNest.

Understanding the Layout

After logging in, you’ll land on the Home Page, which shows important cards like “What’s New” and “Support.” On the left side is the Sidebar, your main navigation area. It contains sections like Inventory, CRM, Marketing, and Admin. At the top is the Header Bar, which includes a bell icon for notifications and a user dropdown menu for settings and support.

Step 1: Add Your Website Settings

Go to Website Settings (under Admin or Setup section). Fill in details like your business name, phone number, and upload your logo and showroom image. These details will be used in ads, QR cards, and search engine previews.

Step 2: Start with Purchase Entry

Go to Inventory → Purchase and click +Purchase. Here you can add vehicle details. In India, enter the RC number and click Fill to auto-fill details. In other countries, use the VIN to fetch details automatically.

Step 3: Upload Photos

In the Purchase window, go to the Photos tab. Upload high-quality vehicle photos. The first photo becomes the cover image used across your website and promotions.

Step 4: Create a Promotion

Go to Marketing → Promotions. Click Create New. Select platforms (Facebook, Google Business, or Google Ads). You can use AI to generate ad content or write it yourself. Select photos and schedule your promotion.

Step 5: Manage Your Leads

Leads appear automatically from promotions or can be added manually. Go to CRM → Leads to manage them. Use the Kanban Board to drag leads between stages or use Grid View for quick edits.

Step 6: Record a Sale

Once a deal is finalized, go to Inventory → Sale and record the sale. You can also handle trade-in vehicles here and manage documents or checklists related to the sale.

Need Help?

Click the green helper icons beside any input field to learn what it does. Use the Support card on the home page to raise a ticket or browse guides. You also have access to Bella Virtual Assistant for real-time help.

That’s it! You’re ready to explore and grow your business using the software. If you ever feel lost, just reach out from the support panel or ask Bella for help.

This section provides a visual and functional overview of the layout used throughout the software. Understanding these interface components will help you navigate easily and recognize commonly used terms in this manual.

Key Interface Components

• Sidebar:
  Located on the left side, the sidebar offers access to all major modules like Purchase, Sales, CRM, Marketing, Admin, and Reporting. On smaller screens or when unpinned, it collapses to save space.
• Pin Icon (Sidebar Toggle):
  Found in the sidebar header, the Pin icon allows you to toggle the sidebar's pin status:
  • If pinned, the sidebar remains open at all times.
  • If unpinned, the sidebar collapses and can be reopened using the menu icon (☰) on the top-left corner of the header bar.
• Sidebar Header:
  Displays the current dealership name just below the DealerSiP logo. If you have access to multiple dealerships, clicking the dealership name allows you to switch between them.
• Frequently Used Section:
  Displays shortcuts to modules you use most often. These appear in both the sidebar (under "Frequent") and the main area of the Home screen.
• Header Bar:
  The bar at the top of page that contains software logo and page caption, known as the Header Bar, includes:
  • The page caption (e.g., "Home") indicating the active module
  • The notification bell and user dropdown menu
• Notification Bell:
  Clicking the bell icon opens your notifications panel. A red blinking dot appears when new notifications are available.
• User Dropdown Menu:
  Located on the far right of the header bar, this menu includes:
  • User Settings
  • Link to the Support Center for managing tickets
  • Software Version Number and Release Timestamp
  • And other user specific options.

The software follows a consistent approach for both adding and editing data. Whether you're creating a new purchase, sale, or lead, the interface and behavior remain similar across all modules.

Data Entry Window Types

• Data entry screens may open as fullscreen windows or sliding side panels from the left or right.
• Fullscreen windows can be dragged using the top title bar — useful on large screens or tablets.

Buttons and Actions

• Save: Adds a new entry or updates the existing one.
• Cancel: Closes the window without saving changes.
• Reset: (If available) Clears all input fields in the form.
• These buttons are always found in the bottom-right corner of the window.

Common Input Types

• Input: Any box where the user types or selects values.
• Dropdown: An input that opens a predefined list of options.
  • Typing is not allowed directly.
  • If the option list allows user-defined values, a Create New link will appear inside the dropdown to add a custom option.
• Required Fields:
  • Marked with a red border on the left.
  • Also highlighted with yellow background to attract attention.
• Read-only Inputs: Have a grey background and cannot be edited.
• Checkbox: A small square that toggles a checkmark on click.
• Radio Button: A circular option that toggles a dot on selection.
• Helper Icon: A green circular icon with a question mark. Clicking it shows contextual help for that section.

Tabs and Sections

• For large forms, inputs are grouped into tabs to simplify navigation.
• Each tab reveals a specific section of the form, like Transaction, Photos, Documents etc.

Input Grids

• Sections that resemble tables, but allow user input, are called input grids or grids.
• Each row may include:
  • A green plus icon to add a new row.
  • A red delete icon to remove an existing row.

Working with Module Lists

• All data entry modules (like Purchase, Sales, Promotions) start by showing a list of existing entries.
• These list pages typically offer an Add New button on the top-right of the header bar.
• Each item in the list includes Edit and Delete icons for quick access.

The Home page is the main landing page that appears after you log in. It displays context-sensitive information to help you navigate the system efficiently.

Key Features

• Recent News: Displays important updates and announcements.
• Recently Used Links: Quick access to features you've used recently.
• Information Cards: Dynamic sections that present helpful details at a glance.

Important Cards

• What’s New? — Displays the current version of the software along with its release date. This card is always visible on the Home page.
• Support — Provides quick access to the support section to help you get assistance when needed.

The content of the Home page updates dynamically based on your recent activity and software updates.

Bella is a powerful virtual assistant designed to automate everyday dealership operations, helping businesses save both time and money.

Bella is being introduced in three distinct versions, each designed to meet varying levels of dealership needs:

1. Bella Lite

   Bella Lite is the free version, available to all users without requiring any subscription. This version focuses on answering software-specific questions, helping users understand and navigate the system with ease. This version is already released and available to all users.

2. Bella Advisor

   Bella Advisor goes beyond simple Q&A. It is designed to analyze your dealership’s data, including purchase, sale, and CRM activity, and provide intelligent, actionable insights. It can:

   • Suggest how to nurture leads more effectively
   • Provide expert-level marketing advice based on actual performance metrics
   • Generate custom selling strategies tailored to your dealership to boost your sales.

   This version is currently under training and will be launched soon.

3. Bella Pilot

   Bella Pilot is your 24/7 virtual employee. It can execute dealership tasks autonomously based on your commands, just like a real human assistant. For example:

   • Give Bella vehicle pictures and an RC or VIN number, and it will:
     • Create the purchase record
     • Generate optimized website content for the vehicle
     • Create and schedule social media promotions
     • Write a blog post for your dealership’s website
   • Or ask it to email vehicle details to a lead, contact, or any email address—it will handle the rest

   This version is also in training and will be released soon.

Bella is at the heart of the DealerSiP vision, delivering intelligence, efficiency, and automation to modern dealerships.

You can search for vehicles from any page by opening the Search Window via the sidebar. The search window does not refresh the current page and works across all sections of the software.

Search Criteria

Begin typing in the search field to view matching results based on:

• Stock Number
• VIN
• Plate or RC Number
• Year, Make, Model
• Seller or Buyer details (IDs, Names, Phone Numbers, and Addresses)

Using Filters

• Click the Tuning icon next to the search field to open filter options.
• You can filter by specific Make/Brand or Model.
• Once filters are applied, the search field will only return results within the filtered set.

Action Links

Search results include context-based action links for each item, depending on the current page:

• If you're on the Purchase page, results will show an "Edit Purchase" link for each item — clicking this opens the purchase form for that vehicle.
• If you're on the Sale List page, the "Edit Sale" link appears only for sold vehicles.

The Recent section displays the most frequently used options in the software.

How It Works

• Keeps the top 10 most used options.
• Options are arranged based on their usage frequency.
• Helps users quickly access frequently used features.

The Purchase module can be accessed by clicking the Purchase option in the Inventory section of the sidebar. To enter new purchase click on the + Purchase button in the top right side on the header bar.

Overview

The first page displays a grid of vehicles that have already been purchased. Each vehicle appears as a card showing essential details including:

• Stock Number and Variant
• Fuel Type, Transmission, Seating, Drive Type
• Buying Price and Additional Expenses
• Net Cost, Minimum Selling Price and Maximum Selling Price
• Status tags (e.g., Published, In Stock, Sold)

Card Toolbar Actions

Each vehicle card contains a toolbar at the top with the following action icons:

• Print QR Code: Generate and print a QR code for the vehicle.
• Share Link: Share or copy a direct link to the vehicle's front-portal page.
• Edit Purchase: Opens the purchase entry form for editing vehicle details.
• Delete Purchase: Permanently removes the vehicle from the system.

Searching Vehicle to Edit

To edit a specific vehicle purchase:

1. Click on the Search option in the sidebar (when purchase page is open).
2. Search using criteria such as Stock Number, VIN, Plate/RC, Make, Model, etc.
3. Once results appear, click on the Edit Purchase action link associated with the vehicle. Please note that Edit Purchase option appears only when you search vehicle when purchase page is open.

To enter a new purchase expand  Inventory section in the sidebar and select Purchase link. This opens the purchase list page. Click on the + Purchase button at the top right side on header bar.

The process for adding and editing a purchase uses the same window. The difference lies in whether the form is empty or pre-filled with existing data.

• Click the + Purchase button to open a blank purchase entry window for adding a new vehicle.
• Click the Edit icon on a purchase card in the list view to open the same window with all existing details pre-filled for modification.

This unified interface ensures a consistent experience whether you're entering new data or updating an existing record.

How to Find a Purchase Entry to Edit

To edit a purchase entry, follow these steps:

1. Navigate to the Purchase section from the sidebar.
2. Click on the Search link also located in the sidebar.
3. In the search window, enter relevant details such as stock number, VIN, model, or seller name to locate the vehicle.
4. When the Purchase list is open, each search result will display an Edit Purchase link.
5. Click on the Edit Purchase link to open the entry in edit mode.

Note: The Edit Purchase link is only visible when the Purchase section is currently open.

The RC (Registration Certificate) Report module is a premium feature, currently available only in India on a pay-as-you-go basis. To use this feature, Admin users must add funds via the Manage Accounts option in the Admin section of the sidebar.

RC verification helps automatically fetch vehicle details or view a full RC report during purchase and sale processes. In the Purchase entry window, you can enter the RC Number and click on two available links, Fill and Rpt, appear next to it. Clicking:

• Fill will auto-fill the purchase form with vehicle details from the government database.
• Rpt will open the complete RC report for verification.

Important Note

RC verification services can only be used if there is sufficient balance in your software wallet. Please ensure your wallet is funded before attempting to use Fill or Rpt functions.

How Are Charges Applied for RC Reports?

Charges for using this feature are deducted on a pay-per-usage basis:

• Rates can be verified by contacting your account manager or creating a support ticket.
• Charges apply regardless of whether the RC number is valid or invalid.
• If you enter an invalid RC number and click Fill or Rpt, you will still be charged.
• Note: Charges occur only the first time the system retrieves details from the government database for a specific RC number. Subsequent clicks for the same RC number are not charged.

Error Messages

If the system displays the message "Government's RC verification is down," please wait at least 30 minutes before retrying. This happens when government's RC text API is either under maintenance or down due to unforeseen reasons .

What is Make?

The "make" or "brand" of a vehicle refers to the manufacturer or brand of the vehicle. For example, Toyota, Honda, Ford, and BMW are all makes of vehicles. 

What is Model?

The "model" of a vehicle refers to a specific product line within the make. This is the particular type or design of the vehicle produced by the manufacturer. For example: Toyota Camry, Honda Accord, Ford Mustang. In this example Camry, Accord and Mustang are model names.  Each model can have different variations and versions over the years, but the model name remains the same.

What is Trim or Variant?

The "trim" (or "variant") of a vehicle refers to the specific version of the model with particular features and equipment. Trims can include variations in interior and exterior features, engine types, technology packages, and more. Trim levels help differentiate between the base version of a vehicle and versions that come with additional features or upgrades. For example, Honda Accord LX or Honda Accord EX. In this example LX and EX are trims (or variants) of Honda Accord.

The Make, Model, and Trim dropdowns allow you to specify the exact vehicle you are purchasing.

• If you cannot find the required trim or variant, click the "Create New" link to add it manually.

Smart Auto-Fill Options

• India (Premium Users): Enter the RC Number and click Fill. The software will automatically populate the entire purchase form with vehicle and owner details.
• Other Countries: Enter the VIN to automatically fetch and fill in the vehicle’s Make and Model.

The Check List box in the Purchase module is used to manage tasks related to a specific purchase. It helps ensure all required actions are completed, such as collecting documents or performing inspections.

Use Case Example

• If you need to collect certain documents during the purchase process, you can create a checklist using the Check List to track their collection.

Creating Check Items

Every individual task in check list is called a check item.

• Click on the Manage Check List link at the bottom of list to create or update tasks. Please note that Manage Task List option is not accessible when you open a purchase entry in edit mode. In Edit mode Check List window shows this message "Managing check lists not allowed in edit mode."
• If the link is not immediately visible, scroll down to the end of the task list — the link appears after the last task item.

The Stock Number, also known as SKU, is your internal unique identifier for each vehicle.

• Each stock number must be unique; duplicate stock numbers are not allowed.
• If you do not use internal SKUs, you can leave this field empty.
• As an alternative, you may enter the last 5 characters of the VIN or Chassis Number for easier identification.

The Pricing Section allows you to set vehicle prices, such as the buying price or selling price.

Note: Fields under the "Visible to Admins Only" category are not displayed to non-admin users, ensuring sensitive information is restricted to authorized personnel only.

The Net Buying Price is the amount a dealership pays to purchase a vehicle. It is visible to admin users only. This price should be entered after all taxes and additional charges have been accounted for. It represents the final net amount paid to the seller by the dealership.

If net buying price is not entered then "0 Buying Price" badge is shown to the admin users in the purchase list.

If a margin percentage is entered, the system will automatically calculate the minimum selling price based on that margin. It is visible to admin users only.

For more information on how the minimum selling price is calculated, please refer to this section.

The Minimum Selling Price is the lowest price at which a vehicle can be sold. This field can be calculated automatically or set manually:

• If a margin is specified, the system automatically calculates the minimum selling price, and in this case this field becomes read-only.
• To manually set the minimum selling price, the margin must be set to zero.
• If a margin is specified, then expenses entered in the Expenses Grid are automatically added to the minimum selling price.

The Expenses Grid is used to record all expenses incurred to make a vehicle ready for sale, such as denting, painting, or other repairs. These expenses are handled as follows:

• If a margin is specified, the expenses are automatically added to the Minimum Selling Price.
• If no margin is specified, users must manually account for these expenses when setting the minimum selling price.

For more information, please refer to this section.

The Maximum Selling Price is used to set the highest list price for a vehicle to manipulate vehicle pricing. It serves multiple purposes:

• It can be used as the list price for the vehicle.
• It acts as a reference price that can be adjusted to offer discounts, with salespersons allowed to offer discounts down to the Minimum Selling Price.
• It can also be used for promotional purposes, such as generating deals. For example, if the Maximum Selling Price is higher than the Minimum Selling Price, an instant discount can be highlighted on a QR card to entice customers.

Default Behavior: By default, the Maximum Selling Price is read-only. The system calculates it by adding 10% (or a configurable percentage) to the Minimum Selling Price.

Manual Adjustment: Users can manually adjust the Maximum Selling Price by unchecking the checkbox located before this input field.

Entering engine hours is optional, but it can provide additional value when listing heavy equipment such as JCBs and similar machinery.

Unlike standard vehicles that are measured by kilometers, heavy equipment is typically evaluated by the number of hours it has worked. Including this information helps potential buyers better understand the condition of the equipment.

From an SEO perspective, adding engine hours can also improve the visibility of your listings, as buyers often search specifically for equipment based on hours of usage.

Special Highlights contain key selling points that make a vehicle stand out. These highlights provide important details that attract buyers and enhance marketing efforts.

Examples of Special Highlights:

• Top Model
• Single Hand Driven
• Scratch-Free
• Low Mileage
• Accident-Free

Importance of Special Highlights

• They make listings more attractive and increase buyer interest.
• AI uses these highlights to generate rich content for your website.
• They help in creating relevant keywords that improve search visibility and SEO rankings.

The Photos section in Purchase is used to upload images for the front portal and promotional activities.

Photo Requirements

Photos play a crucial role in attracting customers, whether through promotional content or on your front website. To ensure the best results, follow these guidelines:

Photo Quality Requirements

• Use high-quality images to enhance visual appeal.
• The minimum recommended width is 1280px.
• The aspect ratio must be 16:9.

Using the Image Editor

• The photo editor displays a blue rectangular area to indicate the required aspect ratio.
• Ensure the image fits within this area for optimal display.
• If the image is too large, use the mouse wheel to zoom in or out and adjust it within the highlighted area.

Avoiding Quality Loss

• Do not transfer photos via social media apps (e.g., WhatsApp) as they significantly reduce image quality.
• Use the system's built-in media transfer option or transfer photos directly from a phone using a USB cable.
• Alternatively, email the photos to yourself and download them on a computer.

What is a Cover Photo?

A Cover Photo is the main image representing a vehicle. It is the first image displayed in search results, advertisements, and listings. A well-chosen cover photo enhances the vehicle's visibility and appeal.

Why is a Cover Photo Important?

• Search Results: Displayed in both the admin and front portals.
• Featured Section: Shown as the primary image in vehicle cards.
• Vehicle Detail Page: Appears as the first image before users view other images.
• Mobile Sharing: When a link is shared (e.g., via WhatsApp), the cover photo is displayed in the post.
• Search Engines: Google and other search engines use the cover photo in search results, making it crucial for SEO.

Cover Photo Requirements

• Mandatory: At least one cover photo is required.
• High-Quality: The image must be clear, bright, and visually appealing.
• Auto-Selection: The system automatically sets the first uploaded image as the cover photo.
• Manual Selection: Users can change the cover photo by hovering over an image and clicking the checkmark icon.

To upload images, open purchase in Edit mode and select Photos tab and then click on Upload Photos link. Please note that while entering new purchase you cannot upload images until purchase entry is saved. Clicking the Upload Photos button in the Photos section (in Purchase window) opens the Image Editor. This tool allows users to upload photos from the same device or another device, such as a mobile phone.

Uploading Photos from the Same Device

To upload photos from the device where the software is open:

• Click on the Select Images button.
• Choose the images from your device.

Uploading Photos from Another Device (e.g., Mobile Phone)

To upload photos from a mobile phone or another device:

1. Click on the From Other Device button.
2. A QR code will appear. Scan this QR code with your mobile phone.
3. Once scanned, you have two options:
• Capture a Photo: Take a photo using your mobile camera and upload it one at a time.
• Select Files: Tap on the Select Files button to open your device’s media picker. This option allows you to upload multiple photos at once.

Important Note

The Image Editor must remain open during the upload process. If it is closed, any photos uploaded from another device will be lost.

Special Features refer to unique or premium features available in a vehicle. These features can serve as strong selling points, making the vehicle more attractive to buyers.

Examples of Special Features:

• Alloy Wheels
• Bose Audio System
• Sunroof
• Leather Seats
• Touchscreen Navigation

Managing Special Features

• You can create as many features as needed by clicking on the "Add New Feature" link.
• If you are viewing this document within the software, click here and select the Special Features tab to manage features.
• Alternatively, navigate to Inventory → Lists and select the Special Features tab.

The content entered in the Website Content box is displayed on your front-facing website according to its design. Your developer understands the exact implementation of how this content is treated.

How Website Content is Processed:

• If the Website Content box is empty, the system automatically generates basic content to display vehicle details on the vehicle’s page.
• If you prefer to have custom content that aligns with your design, you can enter it manually in the Website Content box.
• Alternatively, you can click on the "Create with AI" link to generate highly optimized content for the vehicle.

If you are facing any problem with aforementioned behavior then please contact your account manager.

How AI Generates Content

AI creates high-quality, keyword-rich content by using all available details about the vehicle. The following inputs are prominently used for optimization:

• Special Highlights: Key selling points such as Top Model and Single Hand Driven.
• Selected Special Features: Features such as Alloy Wheels and Bose Audio System.
• Trim/Variant Specifications: AI uses standard specifications from the Trims/Variant section (Inventory → Vehicles).
• Manufacturer's Specifications: AI has access to manufacturer-provided specifications and a full feature list from the cloud.

AI combines all available information to generate detailed, SEO-friendly content to enhance your vehicle listing.

AI-Generated Content Behavior

The system generates content with AI only once for each vehicle. Once the content is created, it is permanently attached to the selected vehicle.

Understanding AI Content Generation

• If you click on "Create with AI" again for the same vehicle, the system will return the previously generated content.
• If the content appears instantly, this means the system is retrieving the previously generated content.
• If it takes a minute or two, this means the system has forced AI to create new content.

Important Note

Before clicking the "Create with AI" button, make sure all vehicle details are complete. If you generate content with incomplete details, AI will use the limited information available, and you will not be able to regenerate new content using AI resources for the same vehicle.

Embedding Instagram and YouTube Videos

You can embed videos from Instagram, YouTube, and other platforms directly into the Website Content box. The only requirement is the URL of the video.

How to Insert a Video

1. Click on the Video icon in the editor toolbar.
2. A dialog box will open.
3. Enter the URL of the video.
4. Click on the Insert Video button.

Getting the Video Link

Instagram Video

1. Log in to your Instagram account in a browser.
2. Click on the video you want to embed. This will open a pop-up window to play the video.
3. Click on the three horizontal dots in the top-right corner.
4. Select Copy Link.
5. Paste this link in the Video Link field of the Insert Video window.

YouTube Video

1. Open the YouTube video you want to embed.
2. Click on the Share button below the video.
3. In the new dialog box, click on Copy to copy the video URL.

Other Supported Platforms

You can also embed videos from other platforms like:

• Google Drive
• Vimeo
• Vine
• DailyMotion
• Youku
• PeerTube

The Documents tab in the Purchase module allows you to store important vehicle-related documents such as the Registration Certificate, insurance papers, and more.

How to Upload Documents

1. Open the desired purchase entry in Edit mode. Please note that while entering new purchase you cannot upload documents until purchase entry is saved
2. Navigate to the Documents tab.
3. Click on the Upload Document link to add files.

The Sales module can be accessed from the Inventory section in the sidebar by clicking Sales. This section allows you to manage all your vehicle sales records. To create a new sales entry, click on the + Sale button on the top right side of the header bar.

Overview

The page displays a grid of all sold vehicles. Each sale is shown as a card containing key buyer and vehicle information, including:

• Sale ID and Buyer Name
• Contact Details — Address, phone number, and email
• Vehicle Information — Year, Make, Model, Variant, Fuel Type, Transmission
• Stock Number
• Vehicle Image — If available

Card Toolbar Actions

Each sale card includes a toolbar with action icons for quick management:

• Edit Sale: Opens the sale entry form to update sale details.
• Delete Sale: Permanently deletes the sale record (if enabled by your admin settings).

Editing a Sale

You can edit any sale record by:

1. Using the Search option in the sidebar to find the sold vehicle.
2. Clicking the Edit Sale action link for the matching record. Please note that Edit Sale link appears only if you open search window when Sales module is open.
3. Or, clicking the Edit icon on the respective sale card in the Sales module.

How to Find and Edit a Sale Entry

To edit an existing sale entry, follow these steps:

1. Navigate to the Sales section from the sidebar.
2. Click on the Search link in the sidebar to open the search window.
3. Use relevant criteria such as stock number, buyer name, or VIN to search for the vehicle that has been sold.
4. When the Sales list is open, each matching result will display an Edit Sale link next to it.
5. Click on the Edit Sale link to open the sale entry in edit mode and make necessary changes.

Note: The Edit Sale link only appears when the Sales section is currently open.

The process for adding and editing a sale uses the same interface. The only difference is whether the form is opened empty or pre-filled with existing details.

• Click the + Sale button to open a blank sale entry form and record a new vehicle sale.
• Click the Edit icon on a sale card in the Sales list view to open the same form with all previously saved sale data pre-filled for editing.

This consistent experience allows you to easily manage both new sales and updates to existing ones.

The Dealer Buying Price is only visible to admin users. For non-admin users, this field is hidden to restrict access to sensitive financial details. Here's how it is calculated:

• If the Net Buying Price is entered (greater than zero) while recording a purchase for the selected vehicle, the system calculates the Dealer Buying Price as: Dealer Buying Price = Net Buying Price + Expenses

Expenses are the costs recorded in the Expense Grid during the purchase process.

The Margin field is only visible to admin users. For non-admin users, this field is hidden to restrict access to sensitive financial details.

Margin Calculation: The margin is calculated as:

Margin = Net Sale Price - (Net Buying Price + Expenses)

This calculation ensures transparency in profit tracking for admin users while keeping sensitive data secure. Margin can affect tax calculations depending upon the country and region. Please refer to this link for more information on tax calculations.

The Trade-In Value input is only populated if a trade-in vehicle is selected during the sale process. This value is always equal to Net Buying Price. It does not include expenses recorded in the Expense Grid in the purchase window.

This ensures that the Trade-In Value reflects the base purchase price of the trade-in vehicle without additional adjustments.

Taxes are calculated on the Net Sale Amount (excluding the Trade-In Value) after deducting any discounts. The tax structure and calculations may vary depending on the country and region (province or state). Please contact your account manager to configure tax calculations according to your local tax requirements.

Special Case

If taxes are calculated on the margin, then entering the Net Buying Price is mandatory when recording a purchase. In this scenario:

• Dealer Buying Price can be determined through reverse calculations using the tax amount.
• If you prefer not to expose your buying price under any circumstances, you will need to forego profit tracking.
• For users who do not wish to track profits or taxes, the Dealer Buying Price can be set equal to the Sale Amount. This approach results in:
• A margin of zero.
• No taxes applied.

A Trade-In Vehicle refers to a vehicle that a customer sells to your dealership while purchasing another vehicle from you.

How It Works

• Enter the trade-in vehicle details in the Trade-In input field during the sale process.
• When a trade-in vehicle is selected, the software automatically fills in the seller details based on the original purchase record.
• The seller information is locked and cannot be edited manually in this case.
• The trade-in vehicle’s value is automatically deducted from the total gross amount (before taxes).

The Check List in the Sales module helps you to manage post-sale activities and ensure no step is missed during the sales process.

Use Case Example

• Create tasks for actions like collecting final payment, delivering the vehicle, or completing documentation.

Creating and Managing Check Items

Every individual task in check list is called a check item.

• Open the sale record in Add New mode.
• Click on the Manage Check List link at the bottom of list to create or update tasks. Please note that Manage Task List option is not accessible when you open a sales entry in edit mode. In Edit mode Check List window shows this message "Managing check lists not allowed in edit mode."
• If the link is not visible, scroll down — it appears at the end of the task list.

We do not recommend removing sold vehicles from your website. Keeping sold vehicle listings online offers multiple benefits, both for SEO and for generating new leads. Here is why:

1. Preserve Search Engine Rankings: Search engines like Google and Bing index your vehicle listing pages and cache direct links to each vehicle's detail page. If you remove a sold vehicle, the link becomes broken. When users click on that link from search results, they will encounter an error. This is a leading cause of a negative impact on your website's search engine ranking.
2. Leverage Existing Traffic: Some of your vehicle detail pages may rank highly in search results. These sold vehicle listings are often a top source of traffic to your website. When a visitor lands on a sold vehicle's page, your website can display similar available vehicles below the details. This provides a valuable opportunity to showcase your current inventory to an interested prospect. DealerSiP automatically shows similar vehicles on vehicle detail page.
3. Builds Buyer Trust: Displaying sold vehicles shows that vehicles on your portal are actively being sold. This builds credibility and reassures prospects that your website is trusted by real buyers. Do not overlook this; it's the primary reason that convinces users return to your website and directly enhances search engine rankings.
4. Improves User Engagement: Sold vehicles can act as reference points. Visitors may browse the details to compare pricing, mileage, or features, and then explore other available options on your portal.
5. Enhances SEO Signals: The longer pages remain active, the stronger their SEO value becomes. Removing them resets that value, but retaining them ensures long-term benefits from backlinks and accumulated search authority.

Some customers suggest moving sold inventory to the bottom of the main list or into a separate section. However, we do not recommend creating a separate "Sold" section, or moving sold inventory to the bottom of the main list unless you consistently have a very large inventory (e.g., over 100 vehicles in stock). For most dealers, we strongly advise showing sold vehicles at random places withing your active listings. Here’s why:

Key Benefits of Integrating Sold Inventory:

• Builds Social Proof & Trust: This is your most powerful advantage. A healthy mix of sold vehicles provides undeniable proof that your dealership is active and successful. It shows potential buyers that others have trusted you with their purchase, a powerful psychological trigger that builds credibility instantly.
• Creates a Sense of Urgency: Seeing that desirable models have recently sold encourages hesitant buyers to act more quickly on the next vehicle they like, fearing it might also be sold soon.
• Showcases Your Inventory Volume: It demonstrates the wide variety and volume of vehicles you handle. A customer might see a sold truck and think, "They get great inventory in here. I should keep watching their listings for what I want."

For the best results, use DealerSiP to clearly mark sold vehicles with a "SOLD" badge while keeping them mixed into your main inventory. This strategy leverages all the benefits above without confusing shoppers.

Important Advisory: We strongly advise against removing sold vehicles from your website, as it can seriously impact your search engine rankings. This is especially critical for dealerships with fewer than 100 vehicles in stock.

Please review the following sections before proceeding with removal:

1. Should you remove sold vehicles from your website?
2. Should you show sold inventory in a separate section?

Our recommended best practice is to simply add a clear "SOLD" tag or badge to the vehicle's listing. This maintains your SEO value while accurately showcasing your inventory status to customers.

If You Still Wish to Remove Sold Vehicles

If you have decided to proceed with removal, please follow these steps:

1. From the main sidebar, navigate to Inventory and click on Purchase.
2. Locate the sold vehicle and change its status to "Inactive" or "Draft".
3. Save the changes. This will immediately remove the vehicle from the public-facing website.

The Trims/Variants section is used to manage the complete hierarchy of Makes, Models, and Trims for vehicles in your inventory.

How It Works

This module operates in a drill-through mode, allowing you to explore and manage each level step-by-step.

Managing Makes

• The page initially opens with a list of all vehicle Makes.
• To create a new make, click on the + Makes button located in the top-right corner of the header bar.
• Hovering your mouse or tapping on a make name reveals action icons:
  • Edit — Modify the make name.
  • Delete — Remove the make (only if it has no models).
  • Right Arrow — Drill down to view models under the selected make.

Managing Models

• Clicking the right arrow beside a make shows a list of its Models.
• Click + Model below the list to add a new model for the selected make.
• Hovering over a model name shows similar action icons (Edit, Delete, and drill-down).

Managing Trims

• Click the right arrow beside a model to display its associated Trims.
• Click + Add Trim to create a new trim under the selected model.
• Each trim can be edited or deleted using the hover action icons.

The Fill With AI feature helps you quickly populate trim/variant specifications using AI. To open this window, click on the Fill With AI link located beside the "Trim/Variant" field in the Add Trim window.

For best results, ensure the following:

• Select the correct vehicle category: Choosing the wrong category may result in failed or inaccurate autofill results.
• Enter all three key details: Brand Name, Model, and Variant. For example, for “Toyota Corolla LE”, enter Toyota as the brand, Corolla as the model, and LE as the variant.

Once submitted, the system will attempt to auto-fill fields such as Drive Train, Transmission, Cylinders, Seating Capacity, Number of Doors, Fuel Type, Fuel Tank Capacity and Units, Engine Model, Max Power (HP), Max Engine Speed (RPM), Displacement, and more. If correct information found then it will automatically create brand and model for you. Brand and Model will also be auto selected in the Model drop down list.

The autofill process does not save the form automatically. After reviewing, you must manually click the Save button to store the data.

Please note: AI-generated data may contain errors. Always review the information carefully before saving. 

The Lists module in the Inventory section contains several master lists used throughout the system. These lists help define standardized values for vehicle characteristics such as body style, drivetrain, transmission, and special features.

Tabs Available

• Body Styles: Mange list of body styles. Here you can create, delete or update body styles.
• Drive Trains: Manage list of drive trains. Here you can create, delete or update drive trains as per your requirement.
• Transmissions: In this list you can create, delete or update transmission values that are used while adding a trim or vehicle variant.
• Fuel Types: In this tab you can view list of existing fuel types and can create, delete or update fuel types that are used while adding new trim or variant.
• Vehicle Categories: Refer to section Vehicle Categories for detail.
• Special Features

How to Use

• Select the appropriate tab to manage that specific list.
• The list of items will appear in the center panel.
• Hover over an item to reveal action icons:
• Edit: Modify the item name.
• Delete: Remove the item from the list.
• To create a new entry, click the + Add button on the top right (e.g., + Body Styles or + Transmissions, depending on the tab you're in).

All tabs follow the same structure and behavior for consistency and ease of use.

Earlier, the software was designed to manage the purchase and sale of cars only. However, starting from version 1.0.9363, the system has been enhanced to support a wide range of vehicle types including commercial trucks, trailers, and heavy equipment like JCBs etc.

What is a Vehicle Category?

A Vehicle Category defines the classification of a vehicle based on its type, size, or intended use, for example, car, truck, trailer, or JCB. This categorization is critical as it allows the system to:

• Dynamically adjust features and feature groups depending on the vehicle type.
• Display the correct vehicle layout and specifications on the front-end website.

The Vehicle Category section acts as the configuration hub to customize how the software handles various vehicle types. Dealers dealing with more than just cars can now seamlessly adapt the platform to their exact business model.

Each Vehicle Category has its own relevant set of features that reflect its design, usage, and buyer expectations. For example, a car may have features like Airbags categorized under Safety, while a pickup truck may include a manual gear system under the Performance group.

What is a Feature Group?

A Feature Group is a labeled section that organizes related features under one category for better readability and management. In following examples Convenience, Premium and Safety are feature groups:

• Convenience: Android Auto, Cup Holder, Mobile Phone Rack
• Premium: Auto Pilot, Leather Seats, Heated Steering Wheel
• Safety: Airbags, Traction Control, Reverse Parking Sensors

Creating a New Feature Group

To add a new feature group:

1. Select a vehicle category from the list in the left-hand pane (e.g., Cars, Trucks).
2. Click on the Create New Feature Group link under "Manage Features".
3. Enter the name for the group in the popup window and save.

Editing or Deleting a Feature Group

When you hover your mouse over an existing group, Edit and Delete options will appear. Click:

• Edit to rename the feature group.
• Delete to remove the group (only if it has no child features).

Each group allows the addition of individual features specific to the selected category. This structure ensures that every vehicle type, be it a car, truck, or any equipment, is described accurately in listings and on the front-facing website.

Features are the individual items grouped under a Feature Group. They describe specific attributes of a vehicle. For example, within the Convenience group, items like Android Auto, Cup Holder, and Mobile Phone Rack are individual features.

Adding a New Feature

To add a new feature:

• Hover your mouse over a feature group name (e.g., Convenience).
• An Add New Feature link will appear under that group.
• Click the link to open the Add Feature window.
• Enter the feature name and any additional required details.
• Click Save to add the feature.

Editing a Feature

All features are displayed as clickable links. To edit a feature:

• Click on the feature name you want to modify.
• This will open the Edit Feature window. It is the same window that was used for adding a feature.
• Update the desired fields and click Save.

Deleting a Feature

A feature can be deleted only if it is not currently assigned to any trim or variant. To delete a feature:

• Click on the feature name (same as for editing).
• In the Edit Feature window, click the Delete button located at the bottom left.

Availability Scope defines how a feature is treated when adding new trims or variants. It helps the system determine whether a feature should be pre-selected or remain optional, based on industry norms or vehicle-specific variations.

• Available in All Models: These are features that are industry standard or legally mandated. For example, in Canada, all drive-assist features such as adaptive cruise control are legally required. These features are considered present by default and are automatically selected when a new vehicle trim or variant is added.
• Available in Selected Models: These features are not universally present across all trims or variants. When a new variant is added, such features are left unchecked by default. The user can select them manually if they are available in the specific variant.

By properly setting the availability scope for each feature, the system can streamline the trim creation process while maintaining accurate feature representation for each vehicle.

Adding a vehicle category requires careful consideration. Selecting the wrong category or entering incorrect information can significantly affect the search engine ranking of your front portal.

Ensure that both the singular and plural values of the category are spelled correctly. Accurate spelling helps maintain professional presentation and improves the chances of your listings appearing in relevant search results.

The Category Name as Singular field is used to define the singular term for a vehicle category. This value is important because the system uses it to automatically generate content across the portal.

For example, if the singular category name is set to Car, the system will generate phrases such as Used Car For Sale. Here, the word Car comes directly from the Category Name as Singular field.

The Category Name as Plural field is used to define the plural term for a vehicle category. This value is essential because the system relies on it to generate content that references multiple vehicles within the same category.

For example, if the plural category name is set to Cars, the system will generate phrases such as Browse Used Cars For Sale. In this case, the word Cars comes directly from the Category Name as Plural field.

The Type field indicates to search engines the nature of the vehicle being listed. This is a critical input for your portal because it is directly used in schema markups. Selecting the wrong value can significantly impact your search engine ranking, as search engines rely on this field to identify the type of vehicles displayed on the front portal.

This field does not provide options for every possible vehicle category. Instead, you must select from the following allowed types:

• Vehicle – Generic base type for all vehicles, including heavy equipment such as JCBs.
• Car – Passenger automobiles, including sedans, SUVs, and vans.
• Truck – Cargo or commercial vehicles, including pickup trucks.
• Motorcycle – Motorbikes and scooters.
• MotorizedBicycle – Electric or gas-powered bicycles.
• BusOrCoach – Buses and coaches.
• Boat – Watercraft of all types.
• Bicycle – Pedal-powered two-wheeled vehicles.

Vehicle is the fail-safe type. If your category does not fall into any of the specific listed types, select Vehicle as the default.

The Purchase Register report lists all vehicle purchase entries in the system. It allows you to filter, view, and manage your purchase data efficiently.

Key Features

• Filter by Date Range: Select a start and end date to view purchases within a specific time period.
• Filter by Dealership: Narrow results by selecting a specific dealership (if applicable).
• Custom Filters: Use the dropdown to apply saved or system-defined custom filters to the report.
• Instant Filters: Hover over column headers in the table to quickly apply filters on the fly.
• Entry Number Navigation: Click on any Entry Number in the first column to instantly open the purchase record in Edit Mode. You can make changes without leaving the report view.
• Download: Use the Download link to export the report.

How to View the Report

1. Open the Purchase Register from the Data Reports section in the sidebar.
2. Set the desired filters using the panel on the right.
3. Click View Report to generate the filtered list.

For more information on how custom filters work, please refer to Data Reports.

The Stock List report displays all vehicles that are currently in stock. It functions similarly to the Purchase Register report, but with one key difference, it includes only those vehicles that are still unsold and available in inventory.

Understanding Stock Value in the Stock List Report

At the bottom of the Stock List report, you’ll see the total Stock Value, which gives you an overview of your inventory's worth. The stock value is calculated based on the filters currently applied to the report (e.g., vehicle type, date range).

Types of Stock Values

1. Cost-Based Stock Value: This is calculated by adding all expenses (like repair costs, transport, etc.) to the buying price of each vehicle.
2. Selling Price-Based Stock Value: This is calculated by taking the average of the minimum and maximum selling price for each vehicle.
   Formula: (Minimum Selling Price + Maximum Selling Price) / 2

Filtered Stock Value

The displayed stock value dynamically changes based on the filters you apply. For example, if you filter by vehicle type as Used and select a specific date range, the report will show stock value only for used vehicles added within that range.

Why is Selling Price-Based Stock Value Calculated Using the Average?

When both a minimum and maximum selling price are entered for a vehicle, the exact final selling price is not yet known. Some vehicles may sell at the minimum price, some at the maximum, and many somewhere in between. To fairly estimate the potential selling-price-based-stock-value from unsold stock, the system takes the average of the minimum and maximum values.

This approach provides a balanced and realistic projection of what your inventory might earn, without overestimating or underestimating its value.

The Admin section in the sidebar provides access to administrative tools and settings.

Access Restrictions

• This section is exclusively accessible to users with Admin or Super Admin roles.
• Options within the Admin section, e.g. Dealership Setup or Website Settings, are not listed in the Access Control panel in the Manage Users window. So there is no option to authorize a standard user for these options.
• There are no separate permissions for individual admin features — access is determined solely by admin status.

To access this section, expand the Admin tab from the sidebar menu.

The Website Settings section contains important business information that your front-end website consumes for branding and other communication channels. Any changes on this page take immediate effect for new visitors. If the website has already been opened by a visitor, they will not see changes until they keep browsing the website. Current visitors on the website will see changes only if they leave the website and come back after an hour.

Your information in the Website Settings page is crucial, as the system utilizes it in various promotional activities, especially those linked to your website.

How Website Settings Are Used

Following are some examples:

• The QR Card feature prints this information on the generated QR codes.
• This information is used in advertisements, such as Google Ads and Google Business Profile.
• Since your website is structured as a vehicle listing portal, search engines recognize it accordingly.

Entering Information Correctly

It is essential to enter accurate information in the correct format, as specified in the documentation. The system relies on these details for proper functioning and visibility.

Helper Icons for Guidance

For each input field, a helper icon is available. Click on these icons to understand how to correctly enter the required details.

The Business Phone is crucial for promotional activities and search visibility.

Accepted Format

Google requires the phone number in the following format:

+01-1231231234

• Start with + followed by the country code.
• Add a dash (-) after the country code.
• Enter the full phone number without spaces.

Why It’s Important

Google uses this number to display a direct call link in search results, allowing customers to contact your business easily.

The Google Handle is the link to your Google Business Page. Ensure you enter the correct URL to help customers find your business easily. This URL is used in your front website to link to your Google Business Page.

Some critical files are required for proper website functionality and search engine optimization:

• Favicon: Displays as an icon in the browser tab.
• Logo: Used by browsers when the website is opened and by search engines for rich results.
• Showroom Image: Displayed in search results for queries like "dealerships near me".

Missing Settings Notification

If any of these settings are missing, the Website Settings page will display a red box at the bottom indicating the missing settings.

How to Fix Missing Settings

These settings cannot be directly updated by the user. Please contact your account manager or website developer to have them fixed. Once these settings are updated, this alert will go away.

The Manage Users screen can be accessed by expanding the Admin section in the sidebar and clicking on Users. The Manage Users section (available only to Admin users) allows you to add, edit, and manage user roles and their access permissions within the software. 

When accessed from sidebar, It opens a list of all active users who have access to the system.

User List

The user list shows basic information for each user: User Name, Email, User Type (Admin or Standard User), and Status (Active).
- To edit a user, click the pencil/edit icon next to their name.
- To add a new user, click the Add New button in the top-right corner.

Creating or Editing a User

Whether you are adding or editing, the same window opens. It contains two sections:

• Left Side – User Info:
  • Email: Login email address for the user
  • User Name: Display name
  • User Type: Choose between Admin or Standard User
  • Status:
    • When adding a user, only Active is available (users must be active at creation).
    • When editing a user, two statuses are available:
      • Active: User is enabled in the system
      • Deleted: Marks the user as deleted and hides them from the list
• Right Side – Access Control (for Standard Users only):

  Admin users have full system access — so the access control section is disabled when Admin is selected. For Standard Users, you can define what they can see and do.

  Modules are grouped according to primary module e.g. CRM, Inventory or Marketing etc. Each primary module have its individual options e.g. Leads in CRM, and every option has following three access controls:

  • Can View – Allows the user to see records
  • Can Create and Edit – Allows the user to add or modify entries
  • Can Delete – Allows the user to delete entries

  Important Rules about Access Control Options:

  • If Can Delete is checked → Can Create and Edit and Can View are automatically selected
  • If Can Create and Edit is checked → Can View is automatically selected
  • Can View can be selected independently for read-only access

  For quick setup, you can toggle all options within a module. Two check boxes are displayed beside the module header:

  • Click the box with a tick (☑️) to select all permissions in that module
  • Click the empty box (☐) to deselect all permissions in that module

  Note about Reports: Reports may include all three permissions — View, Create/Edit, and Delete — because reports support drill-down actions that allow direct data updates from within the report view.

Saving and Managing Users

After entering user info and setting access (if applicable), click Save to confirm changes. Use Close to exit without saving.

How to Edit an Existing User’s Access

1. Go to the user list
2. Click the Edit icon beside the desired user
3. Adjust user details and access control settings
4. Click Save to apply changes

How to Delete (Deactivate) a User

1. Click the Edit icon for the user
2. Change the Status dropdown to Deleted
3. Click Save. The user will disappear from the list but remain in the system.

Note: Deleted users are not physically removed, they are just flagged as deleted and are hidden from the list. This ensures data history (e.g., who created or managed what) is preserved.

Our all software products operate under a central login system shared across all products. This means user credentials are unified, and behavior is consistent regardless of the product they access.

When adding a new user:

• If the email ID you enter is already registered in another subscription within the ecosystem, adding the user here will not reset their existing password.
• The user will continue to log in with their current password that they use for any other subscribed product.
• Changing the password from any one product will automatically update it for all other connected subscriptions.

This ensures a seamless experience for users with access to multiple software products, allowing them to manage a single set of credentials across your entire platform.

The Manage Account screen can be accessed by expanding the Admin section from the sidebar and clicking on Manage Account. This section helps users keep track of wallet balance, manage subscriptions, and recharge their account balance.

Wallet Balance

The left card displays the current wallet balance for the account. This balance is used for pay-as-you-go features such as RC verification and other premium modules. You will also see the last updated time of the wallet.

Below the balance, you will see two options:

• Add Funds – Opens a recharge window to top up your wallet
• View Transactions – Shows the full history of all balance-related activity

How to Add Funds to Wallet

Clicking on Add Funds button opens a window showing payment options available in your region.

• The payment interface varies by country. You may be shown credit card, UPI, net banking, or other regional options.
• Select your preferred payment method and follow the steps to complete the transaction.
• Important: No payment information is stored in our system. Once you click "Add Funds," all actions take place on a secure third-party payment gateway. We use Stripe and Helcim as our payment processor.
• If you choose to save your card or payment method, it is stored by Stripe or Helcim — never by us.
• If a QR code is shown instead, scan it using your phone and follow the same payment steps from your mobile device.

If you do not see any recharge options, please contact your Account Manager. They will issue a manual invoice for the amount, and you can pay via cash, bank transfer, or another arranged method. Once payment is confirmed, the funds will reflect in your wallet.

Subscriptions

The right-side card shows the active subscriptions linked to your account. If your system is currently under a promotional offer or trial plan, that status will also be shown here.

From this panel, users can:

• View the status of their app/module subscriptions
• Activate or deactivate optional premium features (if permitted)
• Sign up for new plans as they become available

If you do not see any subscriptions listed in this section, please contact your Account Manager to verify or activate your subscription manually.

Promotions Module

The Promotions Module allows you to manage your dealership promotions across multiple platforms such as Facebook, Google Business Profile, and Google Ads.

To access the Promotions module, expand the Marketing section in the sidebar and click on the Promotions link.

To create a new promotion, follow these steps:

1. Expand the Marketing section in the sidebar.
2. Click on the Promotions link to open the promotions page.
3. On the top right side of the header bar, click the Create New button.

To edit existing promotion, follow these steps:

1. Find promotion from the Manage Promotions list.
2. Click on the Pencil/Edit icon,
3. This will open the promotion in Edit mode. 

Please  note that when a promotion is edited then it is modified in real time on all associated platforms.

The Facebook Post Content serves as the engaging description for your social media posts. You can use AI to craft highlights of unique features of your vehicle to captivate the audience’s interest. 

You can click on the Create with AI button to generate highly optimized content for your promotions. The AI is used once to create social media content for each vehicle.

How It Works

• Once the Create with AI button is clicked, the system generates content and attaches it to the vehicle.
• If you use AI again for the same vehicle, the system will return the previously generated content instead of creating new content. For more details on how AI is used, please refer to this section.

Note: Before you hit "Create with AI" link, make sure that you have entered all details for the vehicle in Purchase page. 

The Google Business Page Post Content serves as the engaging description for your Google Business post. You can use AI to highlight the unique features of your vehicle and attract potential customers.

Click on the Create with AI button to generate highly optimized content for your promotion. The AI is used once to create post content for each vehicle.

How It Works

• When you click the Create with AI button, the system generates content and attaches it to the selected vehicle.
• If you use the AI again for the same vehicle, the system will return the previously generated content instead of creating new text.
• For more information about how AI is used, please refer to this section of the manual.

Note: Before clicking the Create with AI button, ensure all vehicle details are entered correctly on the Purchase page.

The Google Ad is created instantly when the Save button is pressed. But the ad will run only between the specified Start Date and End Date, or until the budget is exhausted, whichever comes first. Once created, the ad cannot be modified even if the entire promotion is deleted.

The Photos section displays all uploaded images of the selected vehicle.

• You can select specific images or use the Select All checkbox to choose all photos at once.
• Once a promotion is scheduled or published, the selected photos cannot be changed.
• To modify the photos, you must delete the promotion and create a new one.

The Social Inbox consolidates all customer messages received through various channels. It includes the following sections:

Google Reviews

• Whenever a new review is posted on Google Maps, it appears in this section.
• Replying to Google Reviews:
  • Click on the Reply link below the review text.
  • An input box will appear where you can type your reply.
  • Alternatively, use the Write With AI link to generate an automatic reply to the review.
• Deleting a Reply: Click on the Delete link below the review text.
• Editing a Reply: Click on the Edit link below the review text.
• The Google Reviews tab also displays a QR code that can be downloaded and printed. Additionally, it shows a direct URL to your "Ask for Review" page. Share this URL to collect more reviews.

  Not having enough reviews can hurt your business. Reviews build trust, boost your Google visibility, and influence new customers. Share your review link and ask customers to leave feedback, every review matters! Download the QR code and place it around your dealership — in the showroom, waiting area, and even inside vehicles. Every scan counts! Increase your Google review as much as possible.

• Filtering Reviews by Rating: At the top of the tab, five checkboxes allow you to filter reviews based on their ratings. You can select multiple checkboxes to filter reviews accordingly.
•  

Facebook

• This section displays comments received on your Facebook posts.
• Similar to Google Reviews, you can:
  • Reply to comments.
  • Manage your replies.
• Converting Users to Leads: Click on the Convert to Lead link below the comment text to directly convert users into leads.

Contact Us

This tab contains website inquiries submitted by visitors through the "Contact Us" page of your website. If any submission is a valid lead then you can click on Convert To Lead button to convert a submission to a lead. If a contact-us-submission has already been converted to a lead then link to lead is displayed. Clicking on that link redirects to the Leads page. This is helps finding which lead was created for a particular submission.

The Integrations module allows you to manage third-party connections that enhance the functionality of your software, such as Facebook, Google Ads, Google Business Profile, and India Mart.

Integration Status Indicators

• Green icon: Integration is successfully connected.
• Red icon: Not connected.
• Orange icon: Connected, but requires additional setup steps.

Managing Integrations

• If a gear icon is visible on a card, you can click it to manage additional settings for that integration.
• Click the trash icon to remove an integration, if needed.

Adding a New Integration

1. Click the + Connection button in the top-right corner.
2. A side panel will appear showing all available integrations.
3. Already connected integrations will be disabled and shown in gray.
4. Select any available integration icon to begin the connection process.
5. Follow the on-screen instructions to complete the integration.

Sometimes DealerSiP users face problems connecting to Facebook. This usually happens when the user deletes the connection from the Integrations page inside DealerSiP, but the apCRM app remains in the Connected Apps section in Meta Business Suite. To resolve this issue, you need to manually remove apCRM from Meta Business Suite.

Steps to Remove apCRM from Meta Business Suit

1. Log in to your Facebook account and click on your profile icon in the top-right corner, marked as 1 in the image below. From the dropdown, select the business profile that you are using with apCRM of DealerSiP. If you do not see the profile in the drop down then click on "See all Profiles", marked as 2 in the following image.
   
   If you chose "See all Profiles", then you will see list of all available profiles as shown below:.
   Choose the profile you are using with DealerSiP-apCRM and continue with the next steps.
2. Once you are in the selected profile, in the left side menu, click See more to expand settings.
   
   This will expand settings and will show more settings. Click on Meta Business Suite to open the business settings.
   
3. In Meta Business Suite, go to the bottom left corner and click Settings.
   
4. In the settings panel, expand Integrations and then click on Connected Apps.
   
5. Locate apCRM in the list of connected apps, select it, and remove it.
   

We provide a dedicated WebHook to fetch leads from your IndiaMART account in real-time. To obtain your exclusive WebHook URL, follow the steps outlined in the IndiaMART Setup section. You can access IndiaMART setup page by visiting Marketing -> Integrations and clicking on the Connect button.

How Does It Work?

• Once the setup is complete, any lead received in IndiaMART is automatically added to the CRM.
• All users receive instant alerts within the portal and software notifications to ensure timely follow-ups.

Note: Currently, we do not support creating advertisements in your IndiaMART account. However, this feature will be available in the future once IndiaMART enables this functionality.

The IndiaMART Setup page generates an exclusive WebHook URL specifically for your account. This WebHook is used by IndiaMART to push leads into the CRM in real-time, ensuring seamless integration and immediate lead synchronization. To setup web hook, navigate to Integrations and then click on Connect button. This opens a side window. Click on IndiaMART icon to start setup.

When a lead is automatically added to the system, it must be assigned to a user to ensure timely follow-up. Use the Select User input to assign the lead to a specific user who will manage it efficiently, preventing it from being overlooked.

Note: While the lead is assigned to the selected user, a new lead alert will still be sent to all users in the system.

Once you click the Submit button after selecting a user, the system generates a unique Webhook URL for your account. Follow the steps below to configure automated lead integration in your IndiaMART account. Please note, this option is only available for paid IndiaMART users:

1. Log in to your IndiaMART account and navigate to the Lead Manager section.
2. In the Lead Manager, click or hover over Import/Export Leads and select Push API.
3. This will redirect you to the Push API Integration page. In this page:
   • Select Other from the Select Source dropdown list.
   • The Web Hook Listener window will appear.
4. Configure Web Hook Listener in the Web Hook Listener window:
   • In the first input box, enter the name of the software for your reference.
   • Paste the URL generated by the CRM integration into the Web Hook Listener URL input box.
5. Click on the Save Details button. IndiaMART will send an OTP to your registered mobile number to activate the API.
6. Verify and Test: After saving, the Webhook URL will appear on the main page. To test the API, click on the Test your Webhook Listener URL button.

How to Disconnect?: To disconnect from IndiaMART, click on Deactivate API button on the same page. This will halt pushing leads into the CRM.

Q1: How are IndiaMART leads received in the software?

When a lead is generated on IndiaMART, it is instantly pulled into the software through a webhook and assigned to the designated user set in your IndiaMART connection settings.

Q2: How can I change the user to whom IndiaMART leads are assigned?

1. Go to the Integrations module.
2. Click the gear icon on the IndiaMART connection card.
3. Select a new user from the dropdown and save your changes.

Q3: Where can I find the IndiaMART Webhook URL?

1. Click the gear icon on the IndiaMART card in the Integrations module.
2. The Webhook URL will be displayed at the top of the settings panel.
3. Use this URL to configure lead delivery in your IndiaMART account.

Important: Ensure you connect using the correct Google account that owns your Business Profile.

Steps to Connect

1. Go to Marketing → Integrations.
2. Click the + button to add a new integration.
3. In the side window, click on the Google Business Profile icon.
4. You will be redirected to Google — follow the login and authorization steps.
5. Once completed, you’ll be redirected back to the software, where the Business Profile Setup page will appear.
6. Select the correct Business Account and then choose your Business Location.

Troubleshooting

• If you do not see your business location listed, you may have connected the wrong Google account or your business is not yet listed on Google Maps.

Q1: I selected the wrong business location. How can I change it?

If you selected the wrong business account or location during setup, follow these steps:

1. Go to the Integrations module.
2. Click the gear icon on the Google Business Profile card.
3. This will open the Google Business Profile setup page.
4. Inputs on this page will be disabled to prevent accidental changes.
5. To reset the selected business account and location, click the Delete link located at the bottom-left of the setup card.

Q2: Will deleting the business account disconnect my Google connection?

No, deleting the business account and location will not disconnect your Google account. It only removes the selected business data from the system so you can choose again.

Q3: How do I re-select the correct business account or location?

1. After deletion, you will be redirected back to the main Integrations page.
2. Click the gear icon again on the Google Business Profile card.
3. The setup page will open with all inputs enabled.
4. You can now select the correct business account and location.
5. Since you’re already connected to Google, it will not prompt for reconnection.

Q4: How do I permanently disconnect or delete the Google Business account connection?

To permanently remove the Google Business Profile integration and clear the connection from the system, click the Delete icon on the Google Business Profile connection card in the Integrations module.

The Customer Relationship Management (CRM) system is specifically customized for auto dealerships. It helps manage activities throughout the entire sales process, starting from generating a lead to finalizing the sale.

Understanding Leads and Contacts

A common question among users is the difference between a lead and a contact. The following sections provide detailed definitions of both terms.

Leads can be added to the system through multiple channels:

1. Manual Entry: To manually add a lead, expand CRM in the sidebar and click on the +Create Lead button in the top right corner of the top bar.
2. Website Integration: If your website is connected to the software, leads are automatically created in the system when visitors fill out the lead form on your website.
3. Chat bot Integration: If you have a chat bot subscription, conversations can be converted to leads. Logged-in users can convert any chat conversation into a lead.
4. Email Integration: With email integration, any email in the in-built mailbox can be directly converted to a lead by clicking the Convert To Lead button in the message view window.

Once added, leads appear on the Kanban Board. On the Kanban Board, you can:

• Move Lead Cards: Drag the lead card by the drag handle in the top right corner of the card to change its status.
• View and Edit Lead: Click on the contact name in the card header to open the lead in a side window. Here, you can edit lead details and manage lead activities, such as logging calls, adding tasks, setting reminders, etc.
• Use Card Toolbar: Each lead card has a toolbar under the card header. Hover over each tool icon to see its function in the tooltip.

The Lead Source field defines the origin of the lead. You can create a new lead source in the CRM Lists section by following these steps:

1. Expand the CRM section in the sidebar.
2. Click on the CRM Lists link.
3. Select Lead Sources from the navigation bar at the top of the page.
4. Click the +Lead Source button to create a new lead source.

If you are viewing this text using helper icon, you can directly access the lead source page using this link.

The Referrer is the person who refers a lead to you. This could be another dealer, a workshop, or a marketing representative in the field. To create a new referrer you can use the quick link, or follow these steps:

1. Expand the CRM section in the sidebar.
2. Click on the CRM Lists link.
3. Select Referrer from the navigation bar at the top of the page.
4. Click the +Referrer button to add a new referrer.

If you are logged in, you can directly access the referrer page using this link.

The Lead Value field represents the estimated monetary value of a lead. The best input value for this field can be total estimated sale value for this lead. This field helps users assess the potential business impact of each lead at different stages of the sales process. For example it can be used for:

• Stage Assessment: Understand how much business is currently stuck in a particular stage of the sales pipeline.
• Effort Evaluation: Determine the potential revenue that could be generated if additional efforts are made to close the lead successfully.
• Sales Forecasting: Enables better sales forecasting and decision-making by providing a clear view of potential revenue opportunities.

By keeping this field updated, users can make informed decisions and prioritize leads based on their potential value to the business.

The Email Opt-Out field is used to manage email preferences for leads, particularly for marketing or informational emails. Its purpose is to ensure compliance with customer preferences regarding email communication.

• If a customer chooses to unsubscribe from emails, this field is automatically set to No.
• Select No manually if you do not wish to send any promotional or marketing emails to this lead.
• This field helps avoid sending unwanted emails, improving customer satisfaction and adhering to email marketing regulations.

Archiving a lead hides it from the Grid View and the Kanban board, allowing you to focus on active leads while still retaining access to archived ones if needed.

Recovering Archived Leads

To recover archived leads, follow the steps below based on your selected view:

In Kanban View

1. Expand the CRM section in the sidebar and select Leads.
2. Click on Filters in the top bar.
3. In the filters pane, select Archived and enter Yes in the input field below it.
4. Open the desired lead in edit mode and select No from the Archived dropdown list.

In Grid View

1. Select Archived Only from the top header bar to load archived leads.
2. Scroll to the right until you see the Archived column.
3. Click on the Edit icon in the Archived column and select No from the dropdown list.
4. Alternatively, click on the Pencil icon at the start of the row to open the lead in edit mode, then select No from the Archived dropdown list.

Note: A lead is automatically archived when a deal is created for it.

When the "Send Alert to Lead" checkbox is selected, the system automatically sends alert to the lead when vehicles listed under "Interested In" become available. Following notifications are triggered in this case:

• Notifications are sent to the lead if following conditions are met:
  • A valid email must be entered in the Email field.
  • Email Opt Out must be set to No.
  • At least one vehicle must be selected in the "Interested In" field.
  • Archived must be set to No.
• Notifications are always sent to the lead creator (a user in software), regardless of any settings on the Create Lead page.

Note: If a lead submits Lead Form from the front portal, all aforementioned flags are automatically set so that all alerts could be enabled for the lead.

In various sections of the system, you may encounter the Lead Quick Update window. This feature allows for inline editing, meaning any changes made in this window are saved instantly, regardless of the save state of the form where the window appears.

For example, If the Lead Quick Update window is accessed within the Activities form, lead information will be updated immediately as you make changes, even if the form itself has not been saved. This ensures quick and seamless updates to lead details across the system.

You can switch to the Grid View at any time by clicking on the View dropdown in the top header bar. In this view, leads are displayed in a table format, making it especially convenient for users transitioning from Excel sheets to the software.

The following sections provide an overview of the key features and functionalities of the Grid View.

The Last Active column displays the date when a lead was last active. The system calculates this date by comparing the following:

• Lead Creation Date: The date when the lead was created.
• Last Activity Date: The date of the most recent activity associated with the lead.
• Last Note Date: The date of the most recent note, whether added directly to the lead or through an activity.

The most recent of these dates is used to determine the Last Active date, ensuring accurate tracking of lead engagement.

Leads can be converted to contacts, marking a significant step in the sales process. Here's how the system handles converted leads:

• When a lead is converted, a new contact is created, and the lead is linked to that contact.
• Converted leads are locked for further edits to ensure data integrity. However, they can still be archived or unarchived.
• The main lead editor window does not allow archiving. Instead:
  • In Grid View, users can archive or unarchive a lead using the Archive column.
  • In Kanban View, users can click the archive icon on the lead card to perform this action.
• Converted leads are visually distinguished with a light red background, making them easy to identify.

Please refer to this link for more information on how deals work.

What is a contact?

A "contact" is someone who started as a lead (a potential customer) and was followed up by the sales team. They are now seriously interested in buying a vehicle and are actively engaging with the sales team.

A lead becomes a contact just before a final deal is agreed upon between the lead and the dealership. For example, if a lead wants to buy an Audi A8, the sales team follows up and the lead agrees to buy the vehicle at the negotiated price. Before the sales team creates a deal for the lead, the lead is converted into a contact.

Not all contacts may become customers, as some may leave the deal even right before signing the papers. Therefore, a contact or lead is not considered a customer until the deal is converted to a sale. Once a deal is converted to a sale, the contact becomes a customer of the dealership.

Accessing the Contacts Module

To view and manage contacts, go to the CRM section in the sidebar and click on Contacts. This opens the Contacts page, which lists all the contacts created or converted from leads.

Understanding the Contacts List

The main area displays a tabular list of all contacts with key details including:

• Contact Name
• Converted – Shows how the contact was created (e.g. from a Lead Conversion or manual creation)
• Description – A short note added during contact creation
• Added By – The user who created or converted the contact
• Created On – The date when the contact was created
• Mobile – Contact’s phone number
• Email – Contact’s email address

Managing Contacts

• To add a new contact, click the +Create button in the top-right corner.
• To edit an existing contact, click the pencil icon on the left of the contact row. Pencil icon appears when you hover mouse pointer over a row.
• You can search contacts using the search box at the top-right of the screen.
• The dropdown at the top-left allows you to filter between archived and active contacts.

Contact Origins

Contacts can be created in two ways:

• Manually by clicking the +Create button
• Automatically via lead conversion, system automation, or API integration

This module provides a centralized place to manage people your business interacts with, whether they came in through marketing funnels or were added manually.

A "Deal" contains all the details of a potential sale, such as which vehicle the contact wants to buy. It acts as a staging environment between a lead and a final sale.

When a lead is won and the customer finalizes the vehicle they want to buy, any additional features the customer wants to add to the vehicle (e.g., a new woofer system) are managed through Deals. Deals can be customized by the customer. Software user can keep adding features requested by the customer. For example, if customer wants new woofer system, then user can add amount charged for new woofer system in the customization section. All these additional charges are added to the quoted deal amount. Final deal amount including all charges for additional customization are carried to the sale.

Once everything is finalized, the deal is converted into a sale.

When a deal is created for a lead, the lead is automatically archived. This happens because once a lead is converted and a deal is created, it moves to the next stage of the sales process, making the lead no longer active.

Accessing the Deals Module

To view or manage deals, go to the CRM section in the sidebar and click on Deals. This opens the Deals View which lists all ongoing and past deals along with their details and status.

Purpose of the Deals Module

The Deals module acts as a staging system between a lead and a final sale. It helps users track vehicle-specific interest, ongoing negotiations, customizations, and progress toward conversion.

Deals List Overview

The main view displays a table containing the following columns:

• Deal Name – Usually generated using the contact and vehicle name
• Stage – Current position in the sales pipeline (e.g., New, Customisation, Paperwork, Sold, Lost)
• Contact Name – The interested buyer
• Vehicle – The vehicle attached to the deal
• Last Activity Note – Recent user interaction or update
• Deal Note – Manually entered internal comments or updates

Filtering and Date Ranges

At the top of the page, you can filter deals using two dropdowns:

• Status Filter: Choose between Not Archived or Archived deals
• Date Filter: Filter deals based on last activity date, such as:
  • Active Within 15 Days
  • Active Within 1 Month
  • Active Within 2 Months
  • ... up to 12 Months
  • Since Start – shows all deals

Stage Tabs

Just below the "Filter by" text, there are tabs to segment deals by their stage:

• All – Shows all deals regardless of stage
• New – Recently created deals not yet acted upon
• Customisation – Deals with custom features being finalized
• Paperwork – Deals in the document preparation phase
• Sold – Finalized and converted into a sale
• Lost – Dropped or failed deals

Managing Deals

• To add a new deal, click the +Create Deal button on the top right
• To edit a deal, click the pencil icon next to the Deal Name
• You can search by name using the search box beside the filters

Additional Notes

Each deal is linked to a specific contact, a lead and a specific vehicle. Customizations and add-ons discussed with the buyer can be tracked within the deal using the Deals Customization system. Once finalized, a deal can be converted to a Sale, completing the funnel from lead to transaction.

When a user either clicks on the +Create Deal button at the top right of the Deals page or clicks on the Edit (pencil) icon beside an existing deal in the list, then system opens a window in edit mode or add new mode depending upon the option used to open it.

Once a deal is created, users have the option to add all custom requests made by the buyer. The dealership can choose whether to charge for these customizations. Here’s how it works:

• For example, if a customer wants to replace the sound system with one of a different brand, the user can add the new sound system to the Customization Grid.
• All charges associated with customizing the vehicle are automatically added to the final sale price.

This feature ensures that all buyer-specific requests are accounted for, providing a transparent and accurate final price for the vehicle.

Activities are actions taken to engage and nurture a lead with the goal of closing a sale. Common activities include making calls, sending emails, or setting up meetings. Tracking these interactions helps manage the lead's journey effectively.

To create a new activity for a lead:

1. Go to the Activities tab in the Add Lead window or click on Create Activity in Activities page.
2. Click on the Create New Activity button.
3. This will open a new side window where you can enter activity details. Follow the on-screen instructions to complete and save the activity.

Explanation of Fields in the Activity Window

This window provides fields to configure the activity in detail:

• Type: Select the type of activity, such as a call, meeting, or email, from the dropdown menu.
• Start Time: Set the date and time for when the activity will begin. This helps schedule and track the activity accurately. If reminder is on then this time is considered as reminder time.
• End Time: This option pops up only in case of appointment. It defines when the appointment will end.
• Reminder: Refer to Activity Reminder section.
• Priority: Set the importance level of the activity, such as Normal, High, or Low. This helps prioritize tasks within the CRM.
• Completed: Mark "Yes" if the activity is already completed; otherwise, select "No."
• Location: Add a location for the activity if it takes place at a physical or specific location.
• Note: Use this field to add additional notes or details about the activity, such as objectives or specific instructions. First note can be added here. Once the activity is created you can add further notes in the Notes tab.

After filling out the fields, click Save to create or update the activity with the reminder, or Close to exit without saving changes.

Reminders can be added while creating a new activity or editing an existing one. To enable a reminder, select Yes in the Reminder dropdown menu. Choosing "Yes" will display additional fields to configure the reminder settings in detail. Below is an explanation of each field:

• Reminder: Choose "Yes" if you want to be reminded of this activity.
• Start Time: The reminder will be triggered on the date set in the Start Time field. The exact time of the reminder will depend on the settings selected in "Days Before or After" and "When".
• Days Before or After: Determines when the reminder should be sent in relation to the due date. For example, if you choose "1 day before," a reminder will be sent one day before the activity's start time.
• When: Sets the specific timing of the reminder relative to the start time. Options include "On Time," "5 minutes before," "1 hour before," etc. For instance, if you choose "1 hour before," the reminder will be sent exactly one hour before the set start time.
• Repeat: Choose "Yes" if this activity should have recurring reminders.
  • Repeat Type: Select the frequency of the recurrence, such as daily, weekly, or monthly.
  • Repeat Interval: Define the interval for the recurrence. For example, setting this to "2" with a daily frequency will repeat the reminder every two days.
  • Repeat Until: Specify the end date for the recurring reminders. Reminders will continue until this date.

Note: If the Start Time is set in the past, the reminder will not trigger. The system does not prevent you from entering a past date in the Start Time field.

The activity list shows all activities such as appointments, calls, or emails, based on selected filters.

Filters

The activity list has two types of filters:

1. Displayed at the top bar: These are primary filters where users can filter based on the following conditions:
   • Hide/Show Past Pending Activities: If "Show Past Pending" is selected, the grid shows all activities from the past that were not completed. "Hide Past Pending" is the opposite, hiding activities from previous dates from the current view.
   • Pending/Completed/All: Depending on the selection, the grid view filters activities. If "Completed" is selected, the "Show Past Pending" filter is overridden and does not work.
   • Date: Activities are loaded according to the selected date. Users can select a date from the calendar or click on the left and right arrows to move forward or backward by one day.
2. Activity type filters: These filters are shown as tabs. Each tab filters activities by their type. The "All" tab lists all types of activities, while other tabs filter the list as their names suggest (e.g., the "Appointments" tab lists appointments only).

Operations

Sprint 19 introduced a quick action menu in the list. All necessary operations can be performed from the quick menu. Hovering the mouse over the list pops up a quick action button. Clicking on that button will show a quick action menu. The following details all available options in the quick menu:

1. Mark as Completed: The current activity is flagged as completed and removed from the list.
2. Complete and Add New: Marks the selected activity as completed instantly and opens a new activity window with the current contact selected.
3. Edit: Opens the current activity in edit mode. Users can modify the activity as required.
4. Postpone for <Weekday>: Instantly postpones the current activity to the next weekday.

Additionally, a quick note handle has been added. Hovering on the list shows a "+" button in the notes column. A quick note can be added by clicking on this button.

To open CRM Lists, go to the CRM section in the sidebar and click on CRM Lists. This section provides access to system-wide master lists used for managing and classifying CRM-related data such as leads, activities, referrers, and deals.

Managing List Items

All lists in this module follow the same structure and behavior:

• To add a new item, click on the + button in the top-right corner corresponding to the list (e.g., "+ Lead Sources").
• To edit or delete an item, hover the mouse pointer over the list item. Action icons (edit and delete) will appear on the right side of the row.
• Items marked as "System Reserved" are protected and cannot be modified or deleted. These are essential for built-in integrations (e.g., Website Lead, India Mart).

Best Practices

- Keep list names short but descriptive
- Avoid deleting list items that are already in use within existing leads or deals
- Use system-reserved items for automated lead capture channels and integrations

The CRM Lists module ensures consistency and customization across all CRM workflows. Changes made here reflect instantly throughout all linked features and modules.

A Lead Source defines how a lead was originated, such as from a phone call, website form, social media ad, or a referral. It helps your team track the effectiveness of different marketing and communication channels. To access lead sources page:

1. Expand CRM section from sidebar.
2. Click on CRM Lists.
3. Once the page loads, ensure that the Lead Sources tab is selected at the top (it is selected by default).

How to Create a New Lead Source

1. Click on the + Lead Sources button in the top-right corner of the page.
2. This opens a new input window or dialog.
3. Enter a name for the lead source (e.g., "Radio Campaign", "Instagram Ads").
4. Click Save to add the lead source.
5. The new item will now appear in the list and will be available wherever lead sources are selected in the CRM.

How to Edit or Delete a Lead Source

• Hover your mouse over any existing lead source in the list.
• Two action icons will appear on the right side of the item — Edit (pencil) and Delete (trash bin).
• Click the Edit icon to update the name, then click Save.
• Click the Delete icon to remove the lead source (only if it is not system-reserved).

Note: Some sources are labeled System Reserved. These are auto-generated by the system for integrations like Website Leads, India Mart, and Grow with Google. They cannot be edited or deleted.

Activity Types define the kind of interaction or engagement you have with a lead or contact in your CRM system. These include common types like Call, Email, Task, and Appointment. Classifying activities helps in tracking, reporting, and automation based on user interactions.

How to Access Activity Types

1. Go to the sidebar and expand the CRM section.
2. Click on CRM Lists.
3. From the tabs in the top header bar, click on the Activities tab.

How to Add a New Activity Type

1. Click the + Activity button in the top-right corner of the page.
2. A popup titled Add Activity Type will appear.
3. Type the name of the new activity in the Activity Type input box.
4. Click Save to add it to the list.
5. Click Close to cancel without saving.

How to Edit or Delete an Activity Type

• Hover your mouse over an activity type in the list.
• Edit and delete icons will appear on the right side.
• Click the Edit icon to rename the activity type.
• Click the Delete icon to permanently remove the activity (if it’s not system-reserved).

Note: Some entries like None are labeled System Reserved and cannot be edited or deleted. These are essential for fallback/default behaviors in the system.

Usage

Once an activity type is added, it becomes selectable in all CRM areas where activities are created—such as lead follow-ups, tasks, and calendar events. Keeping these types organized improves tracking and reporting efficiency for the entire sales and service team.

Lead Stages (also referred to as Sales Pipelines) represent the lifecycle steps a lead progresses through, from initial contact to final conversion (or loss). These stages help in organizing, tracking, and visualizing where each lead stands in your sales process.

How to Access Lead Stages

1. In the sidebar, go to CRM and click on CRM Lists.
2. Click the Lead Stages tab in the header bar.

How to Add a New Lead Stage

1. Click on the + Lead Stage button in the top-right corner.
2. A form titled Add Lead Stage will appear from the right.
3. Fill in the following inputs:
   • Stage Name: Enter a name like "Attempted", "Negotiation", etc.
   • Position: This determines the left-to-right order in the Kanban view.
   • Header Background: Select the background color for the stage badge.
   • Header Font Color: Choose the font color that appears on the badge.
4. A live Sample preview shows how your color selections will appear.
5. Click Save to add the stage or Close to cancel.

How to Edit or Delete a Stage

• Hover your mouse over any stage entry in the list.
• Click the Edit icon (pencil) to modify name, position, or color.
• Click the Delete icon (trash bin) to remove the stage (if not system reserved).

Note: Some stages like Lost, Won, and Junk are labeled System Reserved. These cannot be renamed or removed, as they are critical to core workflows.

How Colors and Positions Affect the UI

• The badge color shown next to each lead stage in the Grid view reflects the color and text style selected here.
• In the Kanban view, each column header (lead card stage) is colored using the same Header Background and Font Color defined here.
• Lead stages are arranged from left to right based on the Position number entered. Lower numbers appear first.

Special Note

It is not easy to delete a lead stage, so be cautious while creating lead stages:

• A lead stage cannot be deleted once a lead moves into it.
• When a lead is moved to a stage, that stage becomes a permanent part of the lead's history.
• Even if no leads remain in a particular lead stage, it cannot be deleted because it is linked to the historical record of leads.

So, a proper planning is required before you create your sales pipelines.

A referrer is a person who introduces or refers a potential customer (lead) to your dealership. Many dealerships maintain a list of referrers and sometimes offer them commissions or incentives based on successful conversions. Tracking referrers helps in measuring referral performance and maintaining strong external relationships.

How to Access the Referrers List

1. In the sidebar, navigate to CRM → CRM Lists.
2. Click on the Referrers tab in the header bar.
3. You will now see a list of all existing referrers and any notes associated with them.

How to Add a Referrer

1. Click the + Referrer button in the top-right corner of the page.
2. An Add Referrer form will slide open from the right.
3. Enter the Referrer Name (required).
4. Optionally, enter a Note to describe the referrer (e.g., "Local partner" or "Receives commission per lead").
5. Click Save to add the referrer or Close to cancel the operation.

How to Edit or Delete a Referrer

• Hover your mouse over any referrer entry in the list.
• Click the Edit icon (pencil) to modify the name or notes.
• Click the Delete icon (trash bin) to remove the referrer from the list.

Where Referrers Are Used

When entering a new lead in the CRM or during conversion processes, you can assign a referrer to the lead. This helps track how many leads came from each source and determine any incentive payments due.

Deal stages represent the pipeline or progression of a sales deal within your CRM. Each stage helps you understand where a deal currently stands—whether it's new, under review, in paperwork, sold, or lost.

Accessing the Deal Stages Page

1. Go to CRM → CRM Lists from the sidebar.
2. Click the Deal Stages tab in the header bar to view existing stages.

Adding a New Deal Stage

1. Click the + Deal Stage button in the top-right corner.
2. An Add Deal Stage window will appear with the following fields:
   • Deal Stage Name – The name to identify the stage (e.g., Customisation, Paperwork).
   • Position – Numeric order that defines where this stage appears in the sales pipeline. Lower numbers appear first.
   • Consider as Closed Stage – Select Yes if this stage marks a deal as closed (e.g., Sold or Lost).
   • Header Background – Select a background color for the deal card in Kanban view and badge in table view.
   • Header Font Color – Choose the font color to match or contrast with the background.
3. Click Save to add the stage.

Editing or Deleting a Deal Stage

• Hover over any deal stage in the list.
• Click the Edit icon to change stage name, position, color, or status.
• Click the Delete icon to remove a stage (available only for user-added stages).

Color Coding & Positioning

Deal stage badges in the grid view adopt the colors defined here. You can customize these for visual clarity—for example, use green for Sold, red for Lost, and blue for New stages. The Position field helps you sort the stages in your pipeline flow.

The CRM Analytics dashboard provides an in-depth analysis of your sales and lead management activities, helping you make informed decisions to optimize your performance. This feature-rich module allows you to track key metrics e.g. Lead Quality, Stage Distribution, Performance Comparison, Effective Lead Sources etc. and identify areas for improvement across your team.

Optimized for Fast Data Browsing

The CRM Analytics is designed for lightning-fast data browsing, utilizing a precompiled data mechanism for reports. Here’s how it works:

• Data is precompiled when you click the Generate Report button for the first time or when you change any filters.
• For example, if you select a start date and end date and click the Generate Report button, data is compiled for the first time. The same compiled data will continue to display until the filters are changed or the page is reloaded.
• Clicking the Generate Report button again does not recompile the data unless filters are changed.

Note: Due to aforementioned mechanism for precompiled data, CRUD pages (e.g. Create Lead etc.) opened via drill through system will not refresh data until report is reloaded. 

The software calculates lead quality on a scale of 10 points. The more information a lead has, the higher its quality score. Below is a simple explanation of how each input affects the lead quality score and why it is important:

1. Lead Description

If the lead description has more than 15 characters, the lead gets 2 points. A clear lead description is very important because:

• It helps the sales team with follow-ups and marketing by providing essential details.
• For example, if the description mentions the person's business or profession, any salesperson can use this information to follow up easily.
• If the description is missing or incomplete, the team will not know how to handle the lead, and opportunities might be missed.

2. Interested In Models

When the models a lead is interested in are specified, the lead gets 1 point. This input is essential because:

• Without this information, the lead becomes unclear, and the sales team will not know its purpose even if they have the vehicle available.
• Specifying models ensures the lead is actionable and prevents unnecessary clutter in the system.

3. Notes

Adding detailed notes (more than 15 characters) adds 2 points to the quality score. Notes are useful because:

• They allow any salesperson to handle the lead properly, even if the original salesperson is unavailable.
• For instance, if the notes explain in detail what was discussed last time, another salesperson can prepare before contacting the lead and can talk on the same context as the previous salesperson was talking.
• Short notes like "call again" do not provide enough information, which makes it harder to follow up effectively. After some time even the person who adds such short notes will forget the context of discussion with the lead.

4. Email, Home Phone, Birthday, Anniversary Date, and Lead Value

Each of these inputs gives 1 point to the lead's quality score. These details are important because:

• They provide multiple ways to stay in touch with the lead.
• For example:
  • An email address is useful as it rarely changes, even if the lead changes their phone number or travels abroad.
  • A home phone number is more stable than a mobile number, which might change frequently.
• Dates like birthdays and anniversaries help build a personal connection, which makes dealership more memorable and increases the lead maturity rate.

A lead is considered "Followed" only if an activity is logged against it. For example, if a call is logged against a lead, it is considered followed. However, any notes added directly to the lead do not make it followed.

A lead is considered "Never Followed" if it does not have any logged activity, such as calls, emails, meetings, or tasks. A new lead that is created today is also a never followed lead until it has an activity logged against it. Such leads may be part of different pipelines e.g. New, Attempted or Contacted etc. Archived leads are not included in the Never Followed Leads count.

Missing Next Step means that a lead has been followed up on, but no future activity or reminder has been scheduled. Additionally, the lead has not been finalized, meaning it has not been moved to Junk, Lost, Won, or Archived.

The New Leads card displays the total number of new leads created within the selected date range. In the auto dealer industry, an average of 278 leads are created every month to achieve a higher success rate. This card compares your lead collection rate with this industry benchmark, helping you evaluate your dealership's performance in generating new leads.

A lead is considered qualified if it was created within the selected date range, has moved out of the New stage, and has not been moved to Junk or archived.

On average, dealerships with higher success rates qualify 114 leads a month. This card compares your lead qualification rate with this industry benchmark to help you gauge your performance.

Won or Matured Leads are leads that have been moved to the Won pipeline. In the vehicle dealership industry, a 16% conversion rate (16% of all leads) is considered the benchmark for success. This vehicled compares your lead conversion rate with this benchmark, helping you evaluate your dealership's performance in converting leads.

Junk Leads are leads that have been moved to the Junk stage. In the auto dealership industry, 59% is considered the highest benchmark for junk leads, depending on how leads are collected.

For example, some dealerships report higher junk leads from Facebook due to less targeted advertising, while others who create professional and engaging ads see fewer junk leads from the same platform. This benchmark represents the overall average of junk leads across the industry.

This card compares your dealership’s junk lead rate with this benchmark, helping you evaluate the effectiveness of your lead generation strategies.

Followups Checkup Pie Chart

The Followups Checkup Pie Chart is part of the Abandoned Leads Drill and provides insights into the status of the last follow-up for leads that were abandoned. This chart categorizes leads based on their follow-up status, e.g. "With Reminders" indicates leads that had reminders set but were still abandoned and "Missed Follow-Ups" represents leads where scheduled follow-ups were missed.

This chart is helpful in identifying gaps in the follow-up process and assigning responsibility to the sales team members who abandoned these leads. It aids in improving accountability and ensuring better lead management practices.

All leads across all pipelines including archived leads are included in total lead count.

This stacked bar chart provides insights into the effectiveness of different lead sources by breaking down leads into categories Won, Lost, and Junk and Others. All leads that are not Won, Lost or Junk are shown in Other segment. Each bar in the chart represents a specific lead source and is divided into sections to show the outcomes of leads from that source.

How to Interpret:

• The size of each segment within a bar indicates how many leads from that source were marked as Won, Lost, or Junk or Other.
• This helps you understand which lead sources are generating high-quality leads and which ones might need improvement or better handling.
• For example, in the "Cold Call" bar, the chart shows how many leads resulted in successful conversions (Won) versus those that were Lost or marked as Junk.

Use this information to optimize your lead collection strategies by focusing on the most productive sources and improving the performance of less effective ones.

User Wise Assigned Leads chart shows the number of leads assigned to each salesperson in the team. Each bar represents a team member, and the height of the bar indicates the total leads assigned to that individual. It assists in balancing lead assignments to ensure fair distribution and optimal use of team resources. This chart is a valuable tool for sales managers to maintain an efficient and balanced workflow within the team.

The Team Workload chart is a stacked bar chart that visualizes the workload distribution among team members. The height of each bar represents the total workload of a team member, with different segments indicating specific contributions to their workload. It includes user activity that is related to CRM. Other activities that the user may have done in other parts of software are not included.

How to interpret?

• Bar Height: A higher bar indicates a heavier workload for the corresponding team member.
• Segments: Each bar is divided into segments that represent:
  • Leads Created: Number of new leads created by the person.
  • Leads Assigned: Number of leads assigned to the person.
  • Activities Completed: Number of activities successfully completed.
  • Activities Missed: Number of pending or missed activities.

This chart provides a clear overview of each team member’s workload, helping managers identify imbalances and take corrective actions to ensure optimal productivity.

The Most Active Leads chart highlights leads with more than 2 activities that are not archived, lost, won, or marked as junk. These leads are considered highly active and are ranked in the chart based on their activity count.

Usefulness

• Identifying High-Engagement Leads: Helps managers focus on leads with frequent interactions, ensuring that active opportunities are prioritized.
• Evaluating Sales Strategy: If a lead is highly active but taking longer to mature, managers can adjust their sales approach to convert it faster.
• Optimizing Resources: Provides insights into where sales efforts are being concentrated, enabling better resource allocation and follow-up strategies.

This chart assists in maintaining a balance between nurturing active leads and accelerating their progress through the sales pipeline.

Archiving a lead typically indicates that it is no longer actively pursued or relevant to the current sales process. Below are common reasons for archiving a lead:

• Unresponsive Leads: No engagement or response despite multiple follow-ups.
• Disqualified Leads: Leads that don't meet qualification criteria or fall outside the scope of your offerings.
• Duplicate Entries: Identified as duplicates, requiring consolidation into a single record.
• Lost Interest: Leads explicitly state they are no longer interested or have chosen a competitor.
• Invalid Contact Information: Incorrect or incomplete details, making communication impossible.
• Stagnant or Aged Leads: No progress or updates for an extended period, making the lead irrelevant.
• Business Decisions: Internal priorities or resource constraints lead to deprioritizing certain leads.
• Handled Elsewhere: Leads converted or managed outside the system to avoid duplication.
• Opt-Out Requests: Leads request to stop communication or unsubscribe from contact efforts.
• Seasonal or Temporary Inquiries: Leads tied to expired campaigns or one-time events.
• Misclassified Leads: Incorrectly entered leads, such as contacts marked as leads by mistake.

Archiving leads helps maintain a clean and focused pipeline, improve resource allocation, and prevent clutter in your CRM system.

How are archived leads handled by the Analytic?

Analytic includes or excludes archived leads depending on the requirement of a metric. For example, "Never Followed Leads" and "Top Active Leads" metrics do not include archived leads. On the other hand, the "Lead Distribution" metric includes archived leads so that managers can know how many leads are archived out of the total generated leads, allowing them to focus on lead quality. Similarly, the "User Performance" metric also includes archived leads because hiding a user's efforts for archived leads would underrate them, and sales managers wouldn't know how much effort is being wasted on archived leads. This approach ensures that analytics are meaningful, fair, and provide accurate insights based on the context of the data.

The Business Summary report provides a high-level overview of key dealership performance metrics. It is located under the Reporting → Business Summary section in the sidebar. Most drill through reports in this analytic shows vehicle time line i.e. from whom a vehicle was purchased and to whom it was sold.

Key Metrics

• Total Purchased – Number of vehicles purchased during the selected period. Clicking on this card opens a detailed purchase report.
• Total Sold – Number of vehicles sold. Clicking on this card opens detailed report that lists all sales within the selected date range.
• In Stock – Vehicles currently in inventory. Clicking on this card opens stock analytic. Stock analytic opens model and brand wise graphical overview of stock. User can click on any bar on the chart to further drill down to the detailed stock report.
• Profit – Total calculated profit based on buying and selling activity. Clicking on this card opens a detailed profit statement that shows vehicle wise profit or loss.

Charts & Widgets

All charts and metric blocks on this page are drill-through enabled, meaning you can click on any bar or widget to see the underlying data or navigate to related pages.

• Top High Profit Sales – Shows the vehicles that generated the most profit. Each bar represents a vehicle with the profit amount.
• Brand-wise Profit Analysis – Aggregates profits by vehicle brand, helping identify which brands are most profitable for your dealership. Clicking on a bar opens detailed report for the selected brand.
• Top Selling Models – Highlights the best-selling models, allowing you to assess demand trends. Clicking here shows detailed report for the selected model.

Interactivity

• Clicking any bar on a chart opens a detailed report view filtered by the item clicked.
• Charts have download icons in the top-right corner for exporting the data.
• Date range can be adjusted from the top bar to analyze performance over different periods.

This summary helps dealership managers make quick, informed decisions by providing real-time analytics and profitability insights in an easy-to-digest format.

Data Reports differ from Analytical Reports in their purpose and presentation:

• Analytical Reports: Provide insights into data, highlighting key trends and important business aspects to help users make informed decisions.
• Data Reports: Present raw data that users can explore directly within the system or export for further analysis in other software.

Data reports allow users to work with unprocessed information, enabling custom analysis based on specific needs.

When a report is opened, the Filters side window opens automatically. Once the report is loaded by clicking the View Report button, the window closes automatically. If you need to modify filters after loading the report, you can reopen the Filters side window using one of the following methods:

• Click on the Filter Display Text in the middle of the top bar.
• Click on the Filter Icon located on the far right side of the top bar, as shown in the image below.

All data reports provide following two types of filters to refine and customize the displayed data.

System Filters

• These filters are mandatory for the report to load.
• They appear at the upper part of the filter window.
• In the image below, filters inside the red rectangle represent system filters.

Custom Filters

• These filters are created by the user to analyze data based on specific needs.
• In the image below, filters inside the green rectangle represent custom filters.

Custom filters allow users to compare values based on specific requirements. Every applied filter consists of three sections:

1. Field Name: The field where the filter will be applied.
2. Comparison Method: Defines how values will be compared.
3. Values: The actual data to compare against. Please see following image for reference:
   

The Comparison Method list provides various options to tweak filter behavior. Below are the available methods:

• Any Of: Filters data where any value in the comma-separated list matches.
  Example: To filter vehicles where the make is either Audi, BMW, or Toyota, select "Any Of" and enter Audi,BMW,Toyota (without spaces) in the value field.
• None Of: Filters data where none of the values in the list match.
  Example: To exclude Audi, BMW, and Toyota from the list, select "None Of" and enter Audi,BMW,Toyota in the value field.
• Contains: Filters records where the specified value is present within the field.
  Example: To filter vehicles where the Description contains "Automatic," select "Contains" and enter Automatic.
  Note: This method does not support multiple values (e.g., "Automatic,Manual").
• Does Not Contain: Opposite of "Contains." Filters data where the specified value does not appear anywhere in the field.
• Equals: Filters data where the field value exactly matches the provided value.
• Not Equals: Filters data where the field value does not match the provided value.
• Greater or Eq.: Used for numeric fields to filter values greater than or equal to a specified number.
  Example: To filter vehicles where the selling price is at least 100,000, select "Greater or Eq." and enter 100000.
• Less or Eq.: Similar to "Greater or Eq.," but filters values less than or equal to the specified number.

There are cases when you may need to apply the same filter repeatedly. For example, if there are frequent queries to list vehicles where the make is Audi and the price is under 200,000, you can save this filter and apply it on demand.

Steps to Save a Filter

1. As you create custom filters, they appear in the Filters side window. Refer to this section to know how to open filters side window.
2. In the following image, the red rectangle highlights the filters that were applied.
   
3. Click on the "--Select Custom Filter--" dropdown list and select "Save Current Filter As" as shown in the following image.
   
4. A small window will appear asking for a filter name. Type the filter name and click Save.

Your saved filter will now appear in the "--Select Custom Filter--" list. The next time you open a report, simply select your saved filter from the list to apply it instantly.

Use Case: Creating and Saving Filters

You can create and save filters as needed for quick access. Below is an example use case:

Example Scenarios:

• Filtering Leads by Interest: You may need to filter leads who were interested in a specific vehicle model. For example:
  • Filter leads interested in Audi A5 and save it as "Audi A5 Leads".
  • Filter leads interested in Toyota Camry and save it as "Toyota Camry Leads".
• Quick Access to Saved Filters: Whenever an Audi A5 arrives in stock, simply select "Audi A5 Leads" from the filter list and load the report. This ensures you can quickly identify potential buyers and follow up accordingly.

You can remove a filter using the following methods:

• Red Cross Icon: Click on the red cross (✖) icon at the end of each filter row to remove a specific filter.
• Remove Filter Icon in Column Heading: Every column that is used in filters displays a "Remove Filter" icon. Click on this icon in the column heading to remove the applied filter for that column.

Custom Views allow you to create a report with only the columns you need, making data analysis more efficient.

Why should you use Custom Views?

• Default reports contain numerous columns that may not always be necessary.
• For example, if you need a list of leads with only Lead Name and Contact Number, a Custom View can help remove unwanted columns.
• If you need a report by Lead Owner, you can create a view that includes Lead Name, Lead Owner, Vehicle Interested In, Phone Number, Address, and Date of Birth.
• Using different views saves time and allows easy application of custom filters.

Steps to Create a Custom View:

1. Load the report first (Custom Views cannot be created until a report is loaded).
2. Click on the Views List button as shown in the following image.
   
3. This will open the Manage Views window as shown in the following image.
   
4. Enter a name for your view in the View Name field.
5. Select the columns you want to include in your report.
6. Click Save.

Using a Custom View

Once saved, the new view will appear in the Views List. To use a saved view, open the View List, select the view, and load the report.

Modifying or Deleting a Custom View

1. Open the Manage Views window.
2. In the Existing Views section, find your saved view.
3. To delete a view, click on the Delete button.
4. To modify a view, click on the view name. The settings will appear in the upper pane where the view was created.

The system automatically generates a card with a QR code for every vehicle entered in the Purchase section. However, this feature works correctly only if the user has their website integrated with the system. This card can be customized if required. Card contains vehicle information e.g. its price, odometer reading etc. This card can be placed on vehicle's wind shield to give basic information of the vehicle to visitors.

How QR Codes Work

• The QR code is generated for the vehicle's URL on the front-facing website.
• If the website is not integrated with the system, the software will still print the QR card, but the QR code will be missing.

QR Card Information

• The details printed on the QR card are taken from the Website Settings in the Admin section.
• If any incorrect information appears on the QR card, it can be updated in the Website Settings.
• Only admin users have access to this page.

QR Code Logo

• If the QR code does not display the logo, please contact your account manager.
• The QR card page uses the logo file set up in the website by the front-end developer.

Printing QR Code

When the QR Code icon is clicked, a new window opens, and the Print window appears automatically. QR Code icon is shown at several places e.g. in search results or in the toolbar that appears when mouse is hovered on a vehicle card in Purchase List.

Printing Options

• Users can print the QR code immediately or click Cancel to close the print window.
• To reopen the print window later, press Ctrl + P on your keyboard.

Troubleshooting Missing QR Code in Print

The QR code is loaded as an image. Some browsers do not print images by default. If your printout does not show the QR code:

• Enable the "Background Graphics" option in the print settings.
• In some browsers (e.g., Chrome), this option may be hidden under More Settings. Click More Settings to expand additional print options, then enable background graphics. Once enabled, try printing again.
• Sometimes, the QR code image may take a moment to load due to a slow internet connection. Since the Print window opens automatically, it may appear before the QR code image has fully loaded. If this happens, click the Cancel button in the Print window. Then, wait for the QR code image to load completely in the QR code window. Once it is fully visible, press Ctrl + P to reopen the Print window and try printing again.

A List View (also called a List Page) is any screen that displays multiple entries in a structured format, either as a table or a set of cards. Some users also refer to this as the “front-window”. These views are primarily used to view, edit, or delete entries that have been created in the system. For example, in the CRM module, you will see Activities and Leads displayed in both grid (tabular) and card views.

Example of a Tabular/List View

Below is a simplified example of how a list view might display a list of Referrers:

Example of a Card-Based List View

In some modules like Leads or Sales, entries are shown as cards. Here's a basic example of how a card might appear in a list view:

You’ll find such list views throughout the software—in modules like CRM, Inventory, Sales, Purchase, and Leads. Whether as tables or cards, list views are designed to help you manage your entries efficiently.

New Features

311: Convert lead to contact, deal, or sale

Description: Added functionality to convert leads into contacts, deals, or sales. A converted lead is highlighted with light red background. For more information on Contacts and Deals please refer to this link and this link.

317: Add module to manage contacts

Description: Introduced a module that allows users to create contacts manually and convert leads into contacts.

327: Add module to create deals

Description: Enhanced the conversion process by adding the ability to create deals.

• A lead can now be converted to a contact and prompted to create a deal.
• The context menu option changes to "Create Deal" once a lead is converted.
• Archived converted leads can be unarchived for follow-up if needed.
• Conversion box updates provide relevant fields based on the lead's status.

329: Create master list CRUD for Deal Stages

Description: Added a master list for managing CRUD operations for Deal Stages. This list can be accessed by CRM Lists section. A new tab for Deal Stages has been added.

333: In AI promotion content, add website name

Description: Enhanced AI-generated promotional content to include the website link for more details on the vehicle.

334: In internal vehicle detail page, add link to the vehicle on front portal

Description: Added a feature to display the link to the vehicle on the front portal within the internal vehicle detail page, facilitating easy sharing. This link is also visible with every vehicle in search window.

Bug Fixes

323: Leads view pager skipping alternate pages

Issue: The leads view pager was skipping every alternate page.

Fix: Resolved the issue to ensure the view pager displays all pages correctly.

324: Leads Grid View Search Issue

Issue: The search function did not work if the search item was beyond the 20th position.

Fix: Improved the search functionality to work correctly regardless of the position of the search item.

Enhancements

316: Add quick action menu in leads grid view to accommodate more options

Description: Added a quick action menu and moved the Edit icon to the menu for better accessibility. In grid view first column change to interactive. Clicking on contact name now opens the lead. WhatsApp icon in leads card has been replaced with Archive action button. A lead can be archived directly by clicking on the archive on a leads card.

CRM Analytic Enhancements

CRM Analytic now has interactive Archived leads widget. User can browse archived leads by clicking on it. User performance section has been enhanced by adding an interactive activity count bar. Please refer to this link and this link for detailed information on how user performance section works. 

New Features and Enhancements

Notify leads as their vehicle arrives
When a new vehicle is added to the system, it automatically checks if any lead was previously interested in that vehicle. If a match is found, the system sends email notifications to:

• The lead who expressed interest in the vehicle.
• The user who created the lead.

Activities List Enhancements

1. There is now a delete activity option available in the Quick Menu.
2. The first column's link in the Activities list now opens the detailed activity page. Open Lead option has been moved to the quick action menu.

Bug Fixes

Fixed: Activities Cannot Be Deleted if Notes Exist
Resolved an issue where activities could not be deleted if notes were attached. Now, if an activity has fewer than 3 notes, both the activity and its notes will be deleted automatically. For activities with 3 or more notes, users must delete the notes manually before deleting the activity

Fixed: Leads Not Removed from List After Deletion
Deleted leads will now be correctly removed from all associated lists, ensuring consistency across the system.