DEALERSIP User Manual

Contents

Managing Purchase Entry

Registration Certificate (RC) Report

Make Model and Trim

Net Buying Price

Minimum Selling Price

Maximum Selling Price

Special Highlights

Uploading Images

Featured Vehicle

Special Features

Website Content

Uploading Documents

Managing Sale Entry

Dealer Buying Price

Tax Calculations

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

Vehicle Categories

Availability Scope

Adding New Vehicle Category

Category Name as Singular

Category Name as Plural

Purchase Register

Dealership Setup

Registered Name

Create new dealership

Website Settings

Business Country

Vital Information Missing Alert

Central Login System

Promote Website

Create or Edit a Promotion

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

Create Google Ad

Start and End Dates

Connecting with Facebook

Troubleshooting Facebook Connectivity

Assign Leads To

Google Lead Form

Connecting to IndiaMART

IndiaMART Setup

Automatically Assigning Leads to a User

Connecting to Business Profile

Google Business Profile FAQ

Channels for New Leads

Manually Creating a Lead

Send Alert to Lead

Quick Update Window

Leads with Grid View

Converting a Lead

Customizing a Deal

Activity Reminders

Activities List

Lead Stages or Sales Pipelines

Low Quality Leads

Never Followed Leads

Missing Next Step

Missed Followups

You vs Other Auto Dealers

Qualified Leads

Abandoned Leads

Abandoned Leads Drill

Lead Distribution

Effective Lead Sources

User Wise Assigned Leads

Most Active Leads

Other Definitions

How Not Followed Days are Calculated?

What is Last Touched Date?

CRM Data Reports

Business Summary

Filters Side Window

Filtering Data in a Data Report

Creating Custom Filters

Comparing Values

Saving and Reusing Custom Filters

Removing Filters

Use Default Credentials

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?

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)

Version 1.0.9240

DEALERSIP User Manual/Release Notes

Sprint 32 (19-April-2025)

Bella Virtual Assistant

ID: 445: Introduce Bella Virtual Assistant: Released the Lite version of Bella, a virtual assistant trained to provide guidance on using the software. Bella can answer user questions related to buttons, settings, and available features.

System Improvements

ID: 446: RC Number is Too Short: Resolved an issue where the system incorrectly rejected RC numbers with fewer than 10 characters. It now accepts valid shorter RC numbers.