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Customers + Leads

Adding Customers and Searching 7
  • How do I add a customer?
  • How do I add a Free Form Private Zip Code when adding a new customer?
  • What are the reformatting rules for phone numbers entered in DX1?
  • Merging customers
  • AllFields Customer Search
See all 7 articles
Leads for units sold though DX1 6
  • Working a lead from the internet to a major unit quote
  • How do I add a lead?
  • How do I schedule Follow Up Actions?
  • How do I create a Finance Application from Lead Manager?
  • How do I update the lead status?
See all 6 articles
Lead Settings Tile 12
  • configuring media type / adsource
  • How do I setup an Automatic Lead Response using the default template?
  • How do I activate custom assignment rules
  • Creating custom assignment rules
  • Setting Lead Status Thresholds
See all 12 articles
Sales Assistant ,Planner, and Finance Application tiles 5
  • Model Lookup
  • Compare Models
  • How do I manage overdue items?
  • How do Follow Up Actions interact with the Planner?
  • View/Print New and Processed Finance Forms
Calls and Customer Reports tiles 4
  • How do I Create a Lead from a Call?
  • How do I View a Phone Lead Created from the Call Detail List?
  • How do I View Calls and Listen to Recordings?
  • How to Run a Customer Report
Adding Discounts to Inventory 0

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