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 Deal 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)
Use these lessons to set up your employees in Autosoft DMS and manage their accounts as necessary.
These learning resources will teach you to establish in Autosoft DMS records for the banks your dealership works with and to manage those bank records as needed.
1. Adding Banks
Coverage Providers & Plans
Use these resources to learn to establish and manage vehicle coverage and credit insurance providers and plans.
Learn to work in the Vehicles application to add, access, and manage vehicle records.
These resources teach you how to get started building deals.
1. Working a New Deal (video)
2. Recalling an Existing Deal (video)