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DEALERSIP User Manual
Contents
Getting Started
Understanding the Software Layout
Understanding Data Entry Screens
Home
Bella Virtual Assistant
Search
Recent Items
Inventory
Purchase
Managing Purchase Entry
Status
Registration Certificate (RC) Report
Make Model and Trim
Check List
Stock Number
Pricing
Net Buying Price
Margin
Minimum Selling Price
Expences
Maximum Selling Price
VIN
Engine Hours
History
Special Highlights
Photos
Uploading Images
Featured Vehicle
Special Features
Website Content
Uploading Documents
Sale
Managing Sale Entry
Dealer Buying Price
Margin
Trade in Value
Tax Calculations
Trade-In Id
Check List
Should Sold Vehicles Be Removed from the Front Website?
Should You Create a Separate Section for Sold Inventory?
How to Remove Sold Vehicles from Your Website?
Trims or Variants
Fill with AI
Lists
Vehicle Categories
Feature Groups
Features
Availability Scope
Adding New Vehicle Category
Category Name as Singular
Category Name as Plural
Type
Purchase Register
Stock List
Admininstration
Setup
Dealership Setup
Registered Name
Time Zone
Create new dealership
Website Settings
Domain Name
Business Name
Business Country
Business Phone
Google Handle
Vital Information Missing Alert
Managing Users
Central Login System
Manage Account
Marketing
Promote Website
Promotions
Create or Edit a Promotion
Vehicle
Facebook
Publish on Facebook Page
Publish On Date
Facebook Post Content
Google Business Profile
Publish on Business Page
Publish On Date
Google Business Page Post Content
Google Ads
Create Google Ad
Start and End Dates
Budget
Photos
Social Inbox
Integrations
Connecting with Facebook
Troubleshooting Facebook Connectivity
Google Ads
Business Name
Assign Leads To
Google Lead Form
Connecting to IndiaMART
IndiaMART Setup
Automatically Assigning Leads to a User
Web Hook
IndiaMART FAQ
Connecting to Business Profile
Google Business Profile FAQ
CRM
Leads
Channels for New Leads
Manually Creating a Lead
Lead Source
Referrer
Lead Value
Email Opt Out
Archived
Send Alert to Lead
Editing a Lead
Quick Update Window
Leads with Grid View
Recent Note
System Notes
Description
Last Active
Converting a Lead
Contacts
Deals
Managing Deals
Customizing a Deal
Activities
Activity Reminders
Activities List
CRM Lists
Lead Sources
Activity Types
Lead Stages or Sales Pipelines
Stage Name
Position
Lead Referrers
Deal Stages
CRM Analytic
Low Quality Leads
Never Followed Leads
Missing Next Step
Missed Followups
You vs Other Auto Dealers
New Leads
Qualified Leads
Won or Matured
Lost Leads
Junk Leads
Abandoned Leads
Abandoned Leads Drill
Lead Distribution
Total Leads
Effective Lead Sources
User Wise Assigned Leads
Team Workload
Most Active Leads
Other Definitions
How Not Followed Days are Calculated?
What is Last Touched Date?
Archived Leads
CRM Data Reports
Leads Report
Reports
Business Summary
Data Reports
Filters Side Window
Filtering Data in a Data Report
Creating Custom Filters
Comparing Values
Saving and Reusing Custom Filters
Removing Filters
Custom Views
User Settings
Gmail
Other Email
SMTP
Port
Use Default Credentials
User ID
Password
Use SSL
From Email
Display Name
Reply To Email
Public Website
Lead Form
Miscellaneous
QR Card
FAQ
How can I switch between dealerships?
Is there an RC verification or RC report option available?
What is a List Page or List View?
How to remove sold vehicles from front website?
Release Notes
Version 1.0.9396
Version 1.0.9379
Version 1.0.9376
Version 1.0.9369
Version 1.0.9369
Version 1.0.9367
Version 1.0.9364
Version 1.0.9352
Version 1.0.9350
Version 1.0.9348
Version 1.0.9312
Version 1.0.9250
Version 1.0.9247
Version 1.0.9240
Version 1.0.9233
Version 1.0.9222
Version 1.0.9215
Version 1.0.9195
Version 1.0.9187
Version 1.0.9176
Version 1.0.9153
Version 1.0.9151
Version 1.0.9145
Version 1.0.9135
Version 1.0.9132
Sprint 22 (28-Dec-24)
Sprint 21 (19-Dec-24)
Sprint 20 (18-Dec-24)
System Notes
DEALERSIP User Manual/CRM
System notes are automatically created to indicate any important action on a lead or an activity.
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