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?

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Sprint 22 (28-Dec-24)

Sprint 21 (19-Dec-24)

Sprint 20 (18-Dec-24)

Version 1.0.9379

DEALERSIP User Manual/Release Notes

Sprint 35.2 (5-Sep-2025)

Front Portal

ID: 478: Front portal schema - parameter @type was missing: Resolved an issue where the @type parameter in the schema was empty, ensuring correct structured data implementation.

Vehicle Management

ID: 482: Add valid schema types in Vehicle Categories: Implemented valid schema types for vehicle categories to improve search engine optimization (SEO) and structured data accuracy.