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General
Setup
32
Station Recommendations
Spam Shield Pro Instructions
Incoming ADF Lead Support
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Email Setup
15
Setting up Android Mail
Setting up Gmail.com
Setting up IOS Mail
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Administrative
6
Next steps after workbook
End of Year: Recommended Reports and Articles to review
Business Summary/Year Over year
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Best Practices
7
EMV Credit Card Processing
Email Blasts
Social Networking: Connect With Your Customer
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Dealership Settings
6
Adjusting Dealership Hours
Create Email Templates
Adding a logo to an email template
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Roles and Permissions
1
Users, Roles, Permissions, and DX1 FAQ
FAQ Major units
6
Major Unit Inventory: main search screen overview
Major Unit Transfer: Multiple Location Dealerships
Major Units FAQs
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FAQ customers + leads
3
Customers and leads definitions
Call Leads An Overview
Customer Status icon for Invoicing
FAQ Marketing
1
Marketing FAQ
Website FAQ's
3
TALONes™ DMS - DX1 Connector Setup
How to use Staff Builder
site analytics tile: Q&A
Custom Reporting
1
Custom Reports Overview
The New DX1 Help: An Overview
1
How to use the DX1 Submit an Idea Tool
User Administration
5
Adding a new user to DX1
Deactivating a current user
DX1 Billable User Explanation
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Installed Tax Settings by Body Type
1
Installed Tax Settings by Body Type
Dealership Settings an overview
4
Dealership Settings Part 1: General Information and Major Unit Setting
Dealership Settings Part 2: F&I Products, Part Setting, and Manufacturer Vendors
Dealership Settings Part 3: Part Suppliers, Service Setting, and Time Clock
See all 4 articles
New employee: Recommended articles and videos
Parts Manager
1
Parts Manager: Recommended Videos and Articles
Service Manager
1
Recommended Articles and Videos
Sales Manager
1
Recommended Articles and Videos
Finance Manger
1
Finance Manager: Recommended Videos and Articles
Service Writer
1
Service Writer
Cashier
1
Cashier: Recommended Articles and Videos
Finance Person
1
Finance Person: Recommended Articles and Videos
Parts Person
1
Parts Person
Parts Receiver
1
Parts Receiver: Recommended Articles and Videos
Service Technician
1
Service Technician: Recommended Articles and Videos
Training Videos
Parts Videos
11
Searching Parts and Inventory Item Detail Screen Overview
Selling a part over the counter
Over the counter special order process
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Service Videos
4
Adding parts to a repair order
Refunding parts attached to a repair order
Creating service invoice templates
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Major Unit Videos
3
Taking a trade in before the deal is complete
Adding customer cash back MOP
MU transfer out
Marketing + Websites
6
Adding a unit to listing inventory ( marketing customers only)
E bay Overview
How to build and send a newsletter
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Lead Management
2
How to work an internet lead
Lead settings overview
Customers + Leads
Add A Lead
1
How do I add a lead?
Customer Search
7
How do I add a customer?
Customer Detail Overview
Merging customers
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Leads
8
Lead Assignments and Notifications
Working a lead from the internet to a major unit quote
How do I update the lead status?
See all 8 articles
Lead Settings
10
How do I setup an Automatic Lead Response using the default template?
How do I activate custom assignment rules
Creating custom assignment rules
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Sales Assistant
3
Lead Management: Sales Assistant and Model Lookup
Model Lookup
Compare Models
Planner
2
How do I manage overdue items?
How do Follow Up Actions interact with the Planner?
Finance Applications
2
How do I create a Finance Application from Lead Manager?
View/Print New and Processed Finance Forms
Customer and Leads Reports
1
How to Run a Customer Report
Parts and Accessories
Parts and Accessories Sales
19
Selling a part over the counter
Special Order process: Parts Counter
Picking up Special Order items from the parts counter
See all 19 articles
Parts and Accessories Inventory Management
24
Where are my parts? Inventory Management Overview
Parts Inventory Detail Overview
Min/Max settings in Dx1
See all 24 articles
Parts and Accessories Ordering
9
Stock Parts ordering
Ordering List Overview
Updated Western Power Sports (WPS) Integration
See all 9 articles
Parts and Accessories Receiving
5
Receiving Parts with a PO
Parts Receiving: Receiving without a PO
How to Supersede a Part number while receiving
See all 5 articles
Parts and Accessories Vendor Returns
6
Adding a private vendor and catalog ( without accounting)
Vendor Return
Updating and Submitting a Previous Return with an RMA
See all 6 articles
Parts and Accessories Fiche (DMS)
11
DX1 Fiche for DMS Overview
Manufacturers for fiche DMS and Website
PartSmart 10 Web Microfiche Integration for DX1 Browser Setup
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Parts and Accessories Smart Notifications
1
Smart Notifications for Parts
Parts and Accessories Reports
4
How to Run a Parts Report
How to Schedule a Parts and Accessories Report
Recommended Parts Reports
See all 4 articles
Major Units
Major Unit Sales
17
Major Unit Sale: An Overview
Non - Inventory Quote Process
Service Invoice Enhancements within a Major Unit Quote or Deal
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Major Unit Management
29
Dx1 Major Unit Transfer Out Process
Rebates and Incentives
Major Unit Inventory: main search screen overview
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Major Unit Model Management
1
How do I change the industry of a private model?
Major Unit Reports
2
How to Run a Major Unit Report
How to Schedule a Major Unit Report
Service
Service Sales
28
Part Requesting for Repair Orders
Removing Parts from Repair Orders
Trash Icon for parts attached to Repair Orders
See all 28 articles
Technician Timeclock
2
Using the Technician Time clock inside a Repair Order
Technician Time clock: Overview
Service Scheduling
2
Service Scheduling - How to Setup in your dealership
How to Create Service Scheduler Appointments in DX1
Service Smart Notifications
1
Smart Notifications for Service
Service Reports
6
How to Run a Service Report
How to Schedule a Service Report
Recommended Service Reports
See all 6 articles
Marketing Communications
Social Marketing
1
How to display Vehicles Tab on your Dealership Facebook Page?
Newsletters
4
Subscribers and Subscriber Groups: An Overview
Building a Newsletter
How do I pull reports for previously sent campaigns?
See all 4 articles
Events
1
Events
Listing Inventory and Classifieds
4
How to add “Monthly Payment” on a unit?
Managing Units in the DX1 Destination Screen - Polaris Xchange
Posting to Craigslist
See all 4 articles
Marketing Communications: Reports
0
Craigslist
0
Posting units from a separate DMS
0
Website
Edit website
7
YouTube videos and your DX1 website
Adding an HTML module
Adding a page to a website
See all 7 articles
OEM Promotions
1
OEM Promotions FAQ
Survey and Testimonials
1
Survey and Testimonials
Rules and Reasons: Websites
1
Rules and Reasons: Slideshow Images
Website Training Webinar
0
Slideshow Management
0
Staff Builder
0
General
10
Making changes to Major Unit Inventory using Listing Inventory
Price Alerts
Adding Discounts or Charges for Units in Listing Inventory
See all 10 articles
Showroom settings - marketing Only
0
Accounting
Vendor
1
Vendors FAQ
Time Clock
4
How do I setup the Time Clock?
How to clock in and out
How to view and edit employee time clock information
See all 4 articles
Cashier Management
1
Cashier FAQ
Flooring
1
Adding Flooring Estimates
Commission Type
0
Open/Close Cashier
4
How do I open a Cashier Station?
How do I assign an employee to a cashier station?
How do I complete a "Paid Out"?
See all 4 articles
Accounting Reports
11
Where are DX1 Accounting Reports?
Composite Reporting - BRP Trial Balance (BRP RISE)
BMW Financial Statement Generation
See all 11 articles
Accounting Setup and Mapping
18
Accounting Mapping for a new Manufacturer
Special Order items picked up after the unit is sold: understanding the journal entry process
Clearing AR to AP transfer process
See all 18 articles
DX1 + Accounting Connector
22
Syncing Vendors
Account Setup for Trade In Changes
How do I set up AR customers in DX1 and QuickBooks Desktop?
See all 22 articles
E-Commerce
Setup: Shipping, Taxes, and Payment Gateway
11
Setup: Payment Gateway
Receiving Orders without payment
Activating PayPal for DX1 Shopping Cart
See all 11 articles
Catalogs
4
Adding inventory to a private catalog
Discounting parts
Import DX1 E-Commerce Orders Into Invoicing
See all 4 articles
E - Commerce Videos
3
E-Comm: Making a purchase through a E-comm site
Fiche discounts for groups
Creating Catalogs and Products in Your DX1 Online Shop
E-Commerce FAQ
6
Current Supported Catalogs for CMP users
E-commerce and DX1
Activating PayPal for Online Shopping
See all 6 articles
FAQ
Data Distribution FAQ
2
cycletrader FAQ
Inventory On Demand FAQ
Traffic Log Pro FAQ
Creating Email Templates
1
Creating email templates
Creating a manual lead
1
creating a lead
adding services
1
adding services
TLP Talon DMS Connector
1
How to install TLP Talon DMS Connector
New to using a Dealer Management System? Click Here
Parts
5
Parts Inventory and DX1
Properties of a parts sale
Understanding Pickup of parts using DX1
See all 5 articles
Service
3
Understanding the Service module
The warranty process and DX1
Parts, Service, and Major Units: understanding requests
Major Units
2
F&I Products FAQ
Major Unit Inventory and DX1
Website E2E Dealerships
5
Websites and DX1: Inventory FAQ
Websites Module: FAQ
How to create Showroom Appointments using our Event Calendar
See all 5 articles
Website Only Customers
5
Adding units to listing inventory
Making changes to your showroom in marketing
Adding images to exisitng inventory (Marketing Only)
See all 5 articles
Leads and Customers
1
DX1 Planner Updates