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
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)
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