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General
Setup
26
Station Recommendations
Spam Shield Pro Instructions
Enabling Pop-ups
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Email Setup
15
Setting up Android Mail
Setting up Gmail.com
Setting up IOS Mail
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Administrative
3
Next steps after workbook
End of Year: Recommended Reports and Articles to review
Business Summary/Year Over year
Best Practices
5
EMV Credit Card Processing
Email Verification
Keyboard Shortcuts
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Dealership Settings
7
Adjusting Dealership Hours
Create Email Templates
Adding a logo to an email template
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Roles and Permissions
7
Users, Roles, Permissions, and DX1 FAQ
Service Manager Role: Permissions Definitions
Service Writer: permissions definitions
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FAQ customers + leads
1
Customer Status icon for Invoicing
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
5
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
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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
12
Working a lead from the internet to a major unit quote
How do I update the lead status?
How do I schedule Follow Up Actions?
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Lead Settings
13
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
4
Lead Management: Sales Assistant and Model Lookup
Model Lookup
Compare Models
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Planner
3
How do I manage overdue items?
How do Follow Up Actions interact with the Planner?
DX1 Planner Updates
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
26
Selling a part over the counter
Sales Process for Serialized Items
Special Order process: Parts Counter
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Parts and Accessories Inventory Management
27
Turn 14 Price File Integration
Where are my parts? Inventory Management Overview
How to Customize Columns on the Part Inventory Page
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Parts and Accessories Ordering
8
Stock Parts ordering
Ordering List Overview
Updated Western Power Sports (WPS) Integration
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Parts and Accessories Receiving
7
Receiving Parts with a PO
Receiving Serialized Items
Parts Receiving: Receiving without a PO
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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
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Parts and Accessories Fiche (DMS)
11
DX1 Fiche for DMS Overview
Manufacturers for fiche DMS and Website
DX1 Microfiche Server Install
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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
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Parts Videos
12
Searching Parts and Inventory Item Detail Screen Overview
Selling a part over the counter
Over the counter special order process
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Major Units
Major Unit Sales
14
Recommended Articles and Videos
Major Unit Sale: An Overview
Major Unit Sale: Non-Inventory Quote Process
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Major Unit Management
36
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
Major Unit Videos
3
Taking a trade in before the deal is complete
Adding customer cash back MOP
MU transfer out
Service
Service Sales
25
Service Active Invoice List
How to Start an Estimate and Convert to a Repair Order
Standard Jobs Templates
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Technicians Timeclock
2
Using the Technician Time clock inside a Repair Order
Using Technician Time Clock
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
FAQ: Technician Reports
Recommended Service Reports
How to Run a Service Report
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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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Marketing Communications
Social Marketing
4
How to display Vehicles Tab on your Dealership Facebook Page?
DX1 RSS feed setup for dlvr.it
RSS feed setup for Hootsuit
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Newsletters
7
Building a Newsletter
How to Upload New Subscribers
Subscribers and Subscriber Groups: An Overview
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Events
2
Events
How to create Showroom Appointments using our Event Calendar
Listing Inventory and Classifieds
22
Managing Units in the DX1 Destination Screen - Polaris Xchange
Posting Units to your DX1 hosted website from your connected DMS FAQ
How to add “Monthly Payment” on a unit?
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Marketing Communications: Reports
1
Marketing FAQ
Website
Edit website
10
YouTube videos and your DX1 website
Adding an HTML module
Adding a page to a website
See all 10 articles
OEM Promotions
1
OEM Promotions FAQ
Survey and Testimonials
1
Survey and Testimonials
Rules and Reasons: Websites
0
Website Training Webinar
1
DX1 Concierge Website Support
Slideshow Management
3
How to change slideshow images
Rules and Reasons: Slideshow Images
DX1 Slideshow Management
Staff Builder
1
How to use Staff Builder
General
3
Changing Web Price for Parts Fiche
Limit Display of Fiche Parts on Website
Online Order Import for E-Commerce Orders
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
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Cashier Management
2
Cashier FAQ
Cashier: Recommended Articles and Videos
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"?
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Accounting Reports
11
Where are DX1 Accounting Reports?
Composite Reporting - BRP Trial Balance (BRP RISE)
BMW Financial Statement Generation
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Accounting Setup and Mapping
19
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 19 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
Activating PayPal for DX1 Shopping Cart
Activating authorize.net for DX1 Shopping Cart
DX1 Ecommerce Update Portal
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Catalogs
5
Update in DX1 Catalogs
Edit Categories and Subcategories for a Custom eCommerce Catalog
Display Options for Online Catalogs
See all 5 articles
E - Commerce Videos
1
Creating Catalogs and Products in Your DX1 Online Shop
E-Commerce FAQ
4
E-commerce and DX1
Generate Shopify Keys for DX1 Order Import
Processing Online Orders (DX1 Shopping Cart)
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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
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