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Sales Associate

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 Deal Basics. 

 

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)

 

 

Customer Application

Use these resources to learn how to work with customer records to keep them up to date and accurate for speedy deal building.

1. Understanding Customers

2. Searching for Customers

3. Using the Advanced Customer Search

4. Viewing Inactive Customers

5. Clearing Customer Search Criteria and Results

6. Adding an Individual Customer

7. Adding a Business Customer

8. Understanding the Customer Overview Screen

9. Editing Customer Information

10. Adding Vehicles to a Customer Record

 

Vehicle Application

Learn to work in the Vehicles application to access and manage vehicle records. 

1. Understanding the Vehicle Application

2. Understanding the Vehicle Dashboard

3. Searching for a Vehicle

4. Opening a Vehicle Record from the Vehicle Search Screen

5. Viewing Vehicle Images

6. Viewing Pending Repairs on an Inventory Vehicle

7. Viewing a Vehicle's Service History

8. Viewing a Vehicle's Accounting Details

9. Using the Vehicle Actions Buttons

 

Deal Basics

This selection of resources teaches you to start deals in various ways and to desk those deals based on a few different scenarios.

1.. Working a New Deal (video)

2. Recalling an Existing Deal (video)

3. Starting a New Deal Using the New Deal Button 

4. Starting a Deal from a Customer Record 

5. Starting a New Deal from a Vehicle Record 

 

6. Creating a New Deal for a New Prospect 

7. Creating a New Deal for an Existing Customer 

8. Adding a Trade to a Deal

9. Removing a Trade from a Deal

10. Adding a Vehicle to a Deal

11. Removing a Vehicle from a Deal

12. Adding a Buyer to a Deal

13. Adding a Co-Buyer to a Deal

14. Changing a Buyer on a Deal

 

 

 

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