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  1. Training Tips on the Go
  2. Check out what is new in Autobase. Click here to view our latest Release Notes 9.1 SR2!
  1. Release Notes
  2. Autobase 9.0 SR2 Release Notes
  3. Autobase 9.0 SR3 Release Notes
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  1. Quick Start Tutorials
  2. Change Password
  3. Find Account (CID) number for Sales Center
  4. More...
  1. White Papers
  2. DMS Integration White Papers
  3. Sales Center White Papers
  4. More...
  1. Add a Client
  2. Add a Client
  1. Appointments
  2. *Understanding Appointments within Sales Center
  3. Add Appointments within Sales Center
  4. More...
  1. Auto Response
  2. * Understanding Auto Responses within Sales Center
  3. Create Auto Response Web Ad within Sales Center
  4. More...
  1. Backgrounds
  2. * Understanding Backgrounds within Sales Center
  3. Select Customized Background within Sales Center
  4. More...
  1. Bulletin Board
  2. * Understanding Bulletin Board feature within Sales Center
  3. Attach PDF in Bulletin Boards within Sales Center
  4. More...
  1. Business Planners
  2. * Understanding Business Planners within Sales Center
  3. Add Planner Task
  4. More...
  1. Calling Clients
  2. Delete Scheduled Calls within Sales Center
  3. Generate BDC Calls within Sales Center
  4. More...
  1. Campaign Manager
  2. * Understanding the Campaign Manager within Sales Center
  3. Activate Campaign Manager
  4. More...
  1. Cardex
  2. * Understanding the Cardex within Sales Center
  3. Create Cardex Entry within Sales Center
  4. More...
  1. CarFax
  2. * Understanding Carfax within Sales Center
  3. Run Carfax within Sales Center
  1. Click to Talk
  2. Can extensions be used with the work number for Click to Talk?
  3. Can the calls be recorded when using Click to Talk?
  4. More...
  1. Client Records
  2. * Understanding the Client Record within Sales Center
  3. Add Client or Company Record
  4. More...
  1. CPR
  2. * Understanding CPR (Client Problem Resolution) within Sales Center
  3. Add CPR (Client Problem Resolution) Categories
  4. More...
  1. Create a Sale
  2. * Understanding the Create-a-Sale within Sales Center
  3. Add new Create a Sale
  4. More...
  1. Credit Bureau
  2. Order Credit Reports through the Credit Bureau(s)
  3. View Credit Report within Sales Center
  1. Daily Run
  2. Approve letters for a salesperson to use in the Daily Run
  3. Cancel Daily Run letters
  4. More...
  1. DealActivator
  2. How do I access Deal Activator?
  3. How do I create a Sales Campaign in Deal Activator?
  4. More...
  1. DNCR
  2. * Understanding DNCR within Sales Center
  3. Add Client to DNCR (Do Not Call Registry)
  4. More...
  1. DMS Integration
  2. * Understanding DMS within Sales Center
  3. How does DMS Upload work?
  4. More...
  1. Driver License Scanner
  2. * Understanding the Drivers License Scanner within Sales Center
  3. Scan Drivers License within Sales Center
  4. More...
  1. Email
  2. * Understanding the Email Center within Sales Center
  3. Add a customer email monitoring link
  4. More...
  1. Employee Settings
  2. * Understanding the Employee Settings within Sales Center
  3. Add new users within Sales Center
  4. More...
  1. Equity Alerts
  2. * Understanding Equity Alerts within Sales Center
  3. Access the Equity Alerts
  4. More...
  1. Forecasting
  2. How do I delete a Forecast?
  3. How do I see the graphs/statistics for different months in Forecasting?
  4. More...
  1. Forms
  2. * Understanding Forms within Sales Center
  3. Access the Forms Library
  4. More...
  1. Global Settings
  2. * Understanding Global Settings in Sales Center
  3. Add Skate Alert for a Manager in Global Settings
  4. More...
  1. Hosted Solution
  2. * Understanding Dominion Hosted Solution (DHS)?
  3. Do the integrations work differently with the Dominion Hosted Solution (DHS)?
  4. More...
  1. Image Portal
  2. * Understanding the Image Portal
  3. Add images to the Image Portal
  4. More...
  1. In/Out Board
  2. * Understanding the In/Out Board in Sales Center
  3. Access the In/Out Board within Sales Center
  4. More...
  1. Incomplete Entries
  2. * Understanding Incomplete Entries
  3. Change Incomplete Entry required information
  4. More...
  1. Leads
  2. * Understanding Leads within Sales Center
  3. Access improperly formatted (bad) leads
  4. More...
  1. Letters
  2. Add merge fields into a letter within Sales Center
  3. Approving a letter for a salesperson as a Manager
  4. More...
  1. License Plate Checkout
  2. Activate (Turn On) License Plate Feature
  3. Add, edit, or delete License Plates within Sales Center
  4. More...
  1. Logbooks
  2. * Understanding Logbooks within Sales Center
  3. Reassign Salesperson from Logbooks
  4. More...
  1. Lookup Tables
  2. * Understanding Lookup Tables within Sales Center
  1. Loyalty Center
  2. * Understanding Loyalty Center and BDC Functionality within Sales Center
  3. Add a Lead in Loyalty Center
  4. More...
  1. Mobile App
  2. Active Internet Leads
  3. Creating an Email Signature
  4. More...
  1. OEM Leads
  2. * Understanding OEM Leads within Sales Center
  3. Stopping the clock OEM Leads
  1. Orphaned Customers
  2. How can I keep orphaned customer calls going to the save-a-deal log? Is there a way to delete all orphaned customer calls?
  3. How do employees adopt clients who have been orphaned to them?
  4. More...
  1. PBM
  2. * Understanding PBM within Sales Center
  3. Search for PBM Email Status and Campaign
  4. More...
  1. PII
  2. Can I see who viewed the Personally Identifiable Information (PII) in the application?
  3. How do I explain the benefits of the PII Security features to our customers?
  4. More...
  1. Planner Scatter
  2. * Understanding the Planner Scatter within Sales Center
  3. Scatter user's Business Planner
  1. Printing
  2. How do you set a default printer for a manager?
  1. Reports
  2. * Understanding Reports within Sales Center
  3. Order Custom Report
  4. More...
  1. Renewal Cients
  2. Forward renewal to a future month within Sales Center
  3. I am making Renewal calls, but most of the customers on this list do not even own their car anymore, why?
  4. More...
  1. Road to the Sale
  2. * Understanding the Road to the Sale within Sales Center
  3. Update Road to the Sale within a Client Record
  1. Sale Sheet
  2. * Understanding the Sale Sheet within Sales Center
  3. Create New Sales Sheet within Sales Center
  1. Searching
  2. * Understanding the Search feature within Sales Center
  3. Multiple Rooftops and Searching within Sales Center
  4. More...
  1. Services and Integrations
  2. @utoRevenue OVERDRIVE Integration within Sales Center
  3. aaX Integration within Sales Center
  4. More...
  1. Skate Alerts
  2. * Understanding Skate Alerts
  3. View daily Skate Alert activity
  4. More...
  1. Sold Vehicles
  2. Update Vehicle Status in Sales Center
  1. Started Entries
  2. How can I delete a started entry?
  3. How do I require my salespeople to enter all their clients?
  4. More...
  1. Text Messaging
  2. * Understanding SMS Testing in Sales Center
  3. Create SMS Text Template within Sales Center
  4. More...
  1. Trades
  2. How can salespeople see all trades entered, when dealerships have multiple teams?
  3. How do you move owner's vehicle into Trades screen?
  4. More...
  1. Updating Records
  2. How do BDC Reps update "Take a Call" from All Clients?
  3. How does a BDC Rep update "Make a Call" from All Clients?
  4. More...
  1. Vehicle of Interest
  2. Edit vehicle of interest
  3. How do I change a vehicle’s status after using the Vehicle Update button?
  4. More...
  1. Want List
  2. * Understanding the Want List within Sales Center
  3. Add vehicle to a client's Want List
  4. More...
  1. Web Ad
  2. * Understanding Web Ads within Sales Center
  3. Add images in Web Ads
  4. More...
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