Dashboard & daily actions
Review your dealership totals and the work that needs attention.
1.Check the totals
Review the inventory, sales, expenses and payment summaries available to your role. Totals depend on the records entered by your team.
2.Work through due items
Open the daily actions for due follow-ups, appointments and document reminders. Update the underlying records after completing the task.
3.Configure notifications
Use Alerts settings for the notification preferences offered there. Delivery depends on configured channels, device permission and service availability.