IdeaRoom

How to Reset your Password

Downloading a CSV File of Your Leads

Adding and Managing Dealers

Organizing your Leads tab makes it easier to find the information you need.

How to Sort, Filter, and Search Leads

Customize Your Leads, Orders, or Payments View

How to set up your Google Analytics Tracker

How to set up your Meta Analytics Tracker

Toggling between suppliers

Adding a team member and assigning to a dealer site

How to Change to Boost UI

Enabling Boost user interface

Enable Lead Capture

Enable Social Sharing

An overview of SalesView and its capabilities

SalesView by IdeaRoom

Training Videos

SalesView Permissions

Granting Sales Tools Access

Adding and Managing Users

Assigning Dealers and Owners

Working with Leads

Find answers and get help from Intercom Support and Community Experts

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