SalesView by IdeaRoom
An overview of SalesView and its capabilities
22 articles
- How to Reset your Password
- Downloading a CSV File of Your Leads
- Adding and Managing Dealers
- How to Sort, Filter, and Search LeadsOrganizing your Leads tab makes it easier to find the information you need.
- 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 siteRelated Articles:
- Enabling Boost user interface
- Enable Lead Capture
- Enable Social Sharing
- Updating Logos & Watermarks
- Training Videos
- Hide or Limit Deposit and Sales Tax Options in Sales ToolsControl whether dealers or sales people can change the deposit and sales tax in Sales Tools, and set deposit limits.
- SalesView Permissions
- Granting Sales Tools Access
- Adding and Managing Users
- Assigning Dealers and Owners
- Working with Leads
- SalesView by IdeaRoom
- What's New: LeadsAn overview of recent changes to managing leads in SalesView