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Dealer Principal

Autosoft -

Below, we've arranged a variety of videos and Knowledge Base articles to help you learn the basics necessary to efficiently use the Autosoft DMS to perform your daily tasks. For best results, please work through the resources under each topic in the order in which we've listed them, beginning with System Basics and finishing with Recalling Deals. 

 

System Basics

Begin here to learn how the system works and how to save time and clicks while moving through the system. 

1. Sales and F&I 60-Second Tour (video)

2. Sales and F&I Guided Tour (video)

3. Navigating Your New System (video)

4. Using the Main Navigation Bar 

5. Using Breadcrumbs to Navigate the System 

6. Using Quick Actions 

7. Using the Instant Icons 

 

Starting a Deal

This selection of resources teaches you to start deals in various ways.

1. Starting a New Deal Using the New Deal Button 

2. Starting a Deal from a Customer Record 

3. Starting a New Deal from a Vehicle Record 

 

Working a Deal

Learn to work deals in a few different scenarios. 

1. Working a New Deal (video)

2. Creating a New Deal for a New Prospect 

3. Creating a New Deal for an Existing Customer 

 

Recalling Deals

Use these resources to learn to search for and open existing deals. 

1. Recalling an Existing Deal (video)

2. Recalling a Deal

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