System Basics and Navigation

Basics

The Ten Greatest Features of Sales and F&I

Logging Into the Program for the First Time

Using the My Account Menu

Getting Help

TeamViewer Installation

Navigation

Using the Main Navigation Bar

Using Breadcrumbs to Navigate the System

Marketplace

Understanding the Marketplace

Making and Reviewing Marketplace Purchases

Recently Viewed

Opening Recently Viewed Items

Quick Access

Using Quick Actions

Using the Instant Icons

Favorites

Flagging a Favorite

Accessing Flagged Favorites

Rearranging Your Favorites List

Deleting a Favorite

Collaboration Center

Understanding the Collaboration Center

Notifications

Following a Business Item

Viewing Notifications

Chat

Starting a Chat Conversation

Retrieving and Responding to a Chat Message

Sharing a Page with Another User

Changing Your Chat Status

Moving Between Chat Conversations

Closing a Chat Conversation