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Setup
26
Station Recommendations
Spam Shield Pro Instructions
Enabling Pop-ups
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Email Setup
15
Setting up Android Mail
Setting up Gmail.com
Setting up IOS Mail
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Administrative
6
Next steps after workbook
End of Year: Recommended Reports and Articles to review
Business Summary/Year Over year
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Best Practices
4
EMV Credit Card Processing
Email Verification
Keyboard Shortcuts
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Dealership Settings
6
Adjusting Dealership Hours
Create Email Templates
Adding a logo to an email template
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Roles and Permissions
1
Users, Roles, Permissions, and DX1 FAQ
FAQ customers + leads
1
Customer Status icon for Invoicing
Custom Reporting
1
Custom Reports Overview
The New DX1 Help: An Overview
1
How to use the DX1 Submit an Idea Tool
User Administration
5
Adding a new user to DX1
Deactivating a current user
DX1 Billable User Explanation
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Installed Tax Settings by Body Type
1
Installed Tax Settings by Body Type
Dealership Settings an overview
4
Dealership Settings Part 1: General Information and Major Unit Setting
Dealership Settings Part 2: F&I Products, Part Setting, and Manufacturer Vendors
Dealership Settings Part 3: Part Suppliers, Service Setting, and Time Clock
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New employee: Recommended articles and videos
Parts Manager
1
Parts Manager: Recommended Videos and Articles
Service Manager
1
Recommended Articles and Videos
Sales Manager
1
Recommended Articles and Videos
Finance Manger
1
Finance Manager: Recommended Videos and Articles
Service Writer
1
Service Writer
Cashier
1
Cashier: Recommended Articles and Videos
Finance Person
1
Finance Person: Recommended Articles and Videos
Parts Person
1
Parts Person
Parts Receiver
1
Parts Receiver: Recommended Articles and Videos
Service Technician
1
Service Technician: Recommended Articles and Videos
Training Videos
Parts Videos
11
Searching Parts and Inventory Item Detail Screen Overview
Selling a part over the counter
Over the counter special order process
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Service Videos
4
Adding parts to a repair order
Refunding parts attached to a repair order
Creating service invoice templates
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Major Unit Videos
3
Taking a trade in before the deal is complete
Adding customer cash back MOP
MU transfer out
Customers + Leads
Add A Lead
1
How do I add a lead?
Customer Search
7
How do I add a customer?
Customer Detail Overview
Merging customers
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Leads
11
Working a lead from the internet to a major unit quote
How do I update the lead status?
How do I schedule Follow Up Actions?
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Lead Settings
13
How do I setup an Automatic Lead Response using the default template?
How do I activate custom assignment rules
Creating custom assignment rules
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Sales Assistant
3
Lead Management: Sales Assistant and Model Lookup
Model Lookup
Compare Models
Planner
2
How do I manage overdue items?
How do Follow Up Actions interact with the Planner?
Finance Applications
2
How do I create a Finance Application from Lead Manager?
View/Print New and Processed Finance Forms
Customer and Leads Reports
1
How to Run a Customer Report
Parts and Accessories
Parts and Accessories Sales
19
Selling a part over the counter
Special Order process: Parts Counter
Picking up Special Order items from the parts counter
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Parts and Accessories Inventory Management
24
Where are my parts? Inventory Management Overview
Parts Inventory Detail Overview
Min/Max settings in Dx1
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Parts and Accessories Ordering
9
Stock Parts ordering
Ordering List Overview
Updated Western Power Sports (WPS) Integration
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Parts and Accessories Receiving
5
Receiving Parts with a PO
Parts Receiving: Receiving without a PO
How to Supersede a Part number while receiving
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Parts and Accessories Vendor Returns
6
Adding a private vendor and catalog ( without accounting)
Vendor Return
Updating and Submitting a Previous Return with an RMA
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Parts and Accessories Fiche (DMS)
11
DX1 Fiche for DMS Overview
Manufacturers for fiche DMS and Website
PartSmart 10 Web Microfiche Integration for DX1 Browser Setup
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Parts and Accessories Smart Notifications
1
Smart Notifications for Parts
Parts and Accessories Reports
4
How to Run a Parts Report
How to Schedule a Parts and Accessories Report
Recommended Parts Reports
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Major Units
Major Unit Sales
18
Major Unit Sale: An Overview
Non - Inventory Quote Process
Service Invoice Enhancements within a Major Unit Quote or Deal
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Major Unit Management
34
Dx1 Major Unit Transfer Out Process
Rebates and Incentives
Major Unit Inventory: main search screen overview
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Major Unit Model Management
1
How do I change the industry of a private model?
Major Unit Reports
2
How to Run a Major Unit Report
How to Schedule a Major Unit Report
Service
Service Sales
28
Part Requesting for Repair Orders
Removing Parts from Repair Orders
Trash Icon for parts attached to Repair Orders
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Technician Timeclock
2
Using the Technician Time clock inside a Repair Order
Technician Time clock: Overview
Service Scheduling
2
Service Scheduling - How to Setup in your dealership
How to Create Service Scheduler Appointments in DX1
Service Smart Notifications
1
Smart Notifications for Service
Service Reports
6
How to Run a Service Report
How to Schedule a Service Report
Recommended Service Reports
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Marketing Communications
Social Marketing
4
How to display Vehicles Tab on your Dealership Facebook Page?
DX1 RSS feed setup for dlvr.it
RSS feed setup for Hootsuit
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Newsletters
7
Building a Newsletter
How to Upload New Subscribers
Subscribers and Subscriber Groups: An Overview
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Events
1
Events
Listing Inventory and Classifieds
15
Managing Units in the DX1 Destination Screen - Polaris Xchange
Posting Units to your DX1 hosted website from your connected DMS FAQ
How to add “Monthly Payment” on a unit?
See all 15 articles
Marketing Communications: Reports
1
Marketing FAQ
Website
Edit website
7
YouTube videos and your DX1 website
Adding an HTML module
Adding a page to a website
See all 7 articles
OEM Promotions
1
OEM Promotions FAQ
Survey and Testimonials
1
Survey and Testimonials
Rules and Reasons: Websites
0
Website Training Webinar
1
DX1 Concierge Website Support
Slideshow Management
3
How to change slideshow images
Rules and Reasons: Slideshow Images
DX1 Slideshow Management
Staff Builder
1
How to use Staff Builder
General
3
Changing Web Price for Parts Fiche
Limit Display of Fiche Parts on Website
Online Order Import for E-Commerce Orders
Accounting
Vendor
1
Vendors FAQ
Time Clock
4
How do I setup the Time Clock?
How to clock in and out
How to view and edit employee time clock information
See all 4 articles
Cashier Management
1
Cashier FAQ
Flooring
1
Adding Flooring Estimates
Commission Type
0
Open/Close Cashier
4
How do I open a Cashier Station?
How do I assign an employee to a cashier station?
How do I complete a "Paid Out"?
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Accounting Reports
11
Where are DX1 Accounting Reports?
Composite Reporting - BRP Trial Balance (BRP RISE)
BMW Financial Statement Generation
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Accounting Setup and Mapping
18
Accounting Mapping for a new Manufacturer
Special Order items picked up after the unit is sold: understanding the journal entry process
Clearing AR to AP transfer process
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DX1 + Accounting Connector
22
Syncing Vendors
Account Setup for Trade In Changes
How do I set up AR customers in DX1 and QuickBooks Desktop?
See all 22 articles
E-Commerce
Setup: Shipping, Taxes, and Payment Gateway
11
Setup: Payment Gateway
Receiving Orders without payment
Activating PayPal for DX1 Shopping Cart
See all 11 articles
Catalogs
4
Adding inventory to a private catalog
Discounting parts
Import DX1 E-Commerce Orders Into Invoicing
See all 4 articles
E - Commerce Videos
3
E-Comm: Making a purchase through a E-comm site
Fiche discounts for groups
Creating Catalogs and Products in Your DX1 Online Shop
E-Commerce FAQ
5
Current Supported Catalogs for CMP users
E-commerce and DX1
Generate Shopify Keys for DX1 Order Import
See all 5 articles
FAQ
Data Distribution FAQ
2
cycletrader FAQ
Inventory On Demand FAQ
Traffic Log Pro FAQ
Creating Email Templates
1
Creating email templates
Creating a manual lead
1
creating a lead
adding services
1
adding services
TLP Talon DMS Connector
1
How to install TLP Talon DMS Connector
New to using a Dealer Management System? Click Here
Parts
5
Parts Inventory and DX1
Properties of a parts sale
Understanding Pickup of parts using DX1
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Service
3
Understanding the Service module
The warranty process and DX1
Parts, Service, and Major Units: understanding requests
Major Units
2
F&I Products FAQ
Major Unit Inventory and DX1
Website E2E Dealerships
5
Websites and DX1: Inventory FAQ
Websites Module: FAQ
How to create Showroom Appointments using our Event Calendar
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Website Only Customers
5
Adding units to listing inventory
Making changes to your showroom in marketing
Adding images to exisitng inventory (Marketing Only)
See all 5 articles
Leads and Customers
1
DX1 Planner Updates