< Getting started with Dealership CRM

CHAPTER 5

Learn Dealership CRM basics

Create your sales pipeline

A sales pipeline is a series of steps that your sales team follows to turn a prospect into a lead, and then into a closed deal. Dealership CRM has 3 pre-made sales pipelines that track your sales performance from leads generated in-store, online, and over the phone. You can make as many pipelines as you need. Each pipeline can be changed to match how your sales team works.

Dealership sales software for closing more deals faster

The preconfigured sales pipelines have 7 stages. You can edit these to add or remove stages to reflect how you operate your dealership.

The 7 stages are:

  1. Awaiting first contact
  2. Great client
  3. Discuss needs
  4. Sit down
  5. Write up
  6. Finance and Insurance
  7. Sold

How to edit a sales pipeline

You can edit the following properties for any pipeline in your account:

  • Pipeline Name
  • Default Currency
  • Group Access
  • Deal Assignment Method
  • Users who are to be assigned deals (Round robin and Round robin deal value)
 
 
  1. Click “Deals” to navigate to the Deals page.
  2. Click the pipeline dropdown and click the pipeline you wish to edit.
  3. Click the gear icon next to the pipeline name, and click “Options” from the dropdown menu.The “Pipeline Options” modal will open. Make any desired changes and click “Save.”
  4. Your pipeline edits are now complete.

Dealership CRM Edit Sales Pipeline

How to edit the stages of a sales pipeline

You can edit the following properties for any stage in a pipeline:

  • Stage name
  • Stage header color
  • Card width
  • Card appearance

 

To edit a stage:

  1. Click Deals on the left menu.
  2. Click the pipeline dropdown and click the pipeline containing the stage you wish to edit.
  3. Click the gear icon located in the stage header.
  4. Click the “Edit this stage” option.
  5. The “Stage Options” modal will open. You will be able to make changes to the following for each stage:
    • Name
      Provide a new stage name by typing it into the field provided.
    • Header Color
      Select a different header color for your stage. Each stage has a color in your pipeline.
    • Width
      Use this option to adjust how wide the stage should appear in your pipeline.
    • Deal Sorting
      Here you can choose how deals should be sorted. You can choose to sort deals by the following, in either ascending or descending order:
      • Contact Name
      • Account
      • Deal Title
      • Next Action Needed (selected by default)
      • Win Probability calculation
      • Deal Age
      • Deal Score
      • Contact Score
    • Card Appearance
      Here you can choose how deal cards will display when viewing a pipeline. We’ll default to display the deal name, contact name, account, when the following action is due, and deal value. However, you can display up to four of the following items instead, in any order, by hovering your mouse over any of the Card Appearance options and clicking the dropdown box that appears
      • Next Action
      • Win Probability
      • Deal Title
      • Deal Value
      • Contact and Organization
      • Contact
      • Organization
      • You also have the option to hide any of these items from the deal card appearance.
  6. Click “Save” when finished.
Dealership CRM Edit Deal Pipeline Stage

CHAPTER 5

Learn Dealership CRM basics

Create your sales pipeline

A sales pipeline is a series of steps that your sales team follows to turn a prospect into a lead, and then into a closed deal. Dealership CRM has 3 pre-made sales pipelines that track your sales performance from leads generated in-store, online, and over the phone. You can make as many pipelines as you need. Each pipeline can be changed to match how your sales team works.

Dealership sales software for closing more deals faster

The preconfigured sales pipelines have 7 stages. You can edit these to add or remove stages to reflect how you operate your dealership.

The 7 stages are:

  1. Awaiting first contact
  2. Great client
  3. Discuss needs
  4. Sit down
  5. Write up
  6. Finance and Insurance
  7. Sold

How to edit a sales pipeline

You can edit the following properties for any pipeline in your account:

  • Pipeline Name
  • Default Currency
  • Group Access
  • Deal Assignment Method
  • Users who are to be assigned deals (Round robin and Round robin deal value)
 
 
  1. Click “Deals” to navigate to the Deals page.
  2. Click the pipeline dropdown and click the pipeline you wish to edit.
  3. Click the gear icon next to the pipeline name, and click “Options” from the dropdown menu.The “Pipeline Options” modal will open. Make any desired changes and click “Save.”
  4. Your pipeline edits are now complete.

Dealership CRM Edit Sales Pipeline

How to edit the stages of a sales pipeline

You can edit the following properties for any stage in a pipeline:

  • Stage name
  • Stage header color
  • Card width
  • Card appearance

 

To edit a stage:

  1. Click Deals on the left menu.
  2. Click the pipeline dropdown and click the pipeline containing the stage you wish to edit.
  3. Click the gear icon located in the stage header.
  4. Click the “Edit this stage” option.
  5. The “Stage Options” modal will open. You will be able to make changes to the following for each stage:
    • Name
      Provide a new stage name by typing it into the field provided.
    • Header Color
      Select a different header color for your stage. Each stage has a color in your pipeline.
    • Width
      Use this option to adjust how wide the stage should appear in your pipeline.
    • Deal Sorting
      Here you can choose how deals should be sorted. You can choose to sort deals by the following, in either ascending or descending order:
      • Contact Name
      • Account
      • Deal Title
      • Next Action Needed (selected by default)
      • Win Probability calculation
      • Deal Age
      • Deal Score
      • Contact Score
    • Card Appearance
      Here you can choose how deal cards will display when viewing a pipeline. We’ll default to display the deal name, contact name, account, when the following action is due, and deal value. However, you can display up to four of the following items instead, in any order, by hovering your mouse over any of the Card Appearance options and clicking the dropdown box that appears
      • Next Action
      • Win Probability
      • Deal Title
      • Deal Value
      • Contact and Organization
      • Contact
      • Organization
      • You also have the option to hide any of these items from the deal card appearance.
  6. Click “Save” when finished.
Dealership CRM Edit Deal Pipeline Stage
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