Navigation

Most system navigation is done through the sidebar on the left-hand side of the screen. From here, you'll be able to switch to different modules, create new Items, access reporting, and more.

Familiarize yourself with the various pages and systems. The visible options will depend on your subscription, dealership configuration, and user permissions.

Finding Items

Generically, Items are different records you'll find in the system. Inventory, Leads, and Deals are examples of some Items you'll find.

Most Item lists will have the following layout:

Filtering/Searching Section

Filters and searching are generally categorized into two types, Search Fields and Filter Fields.

Search Fields

Search Fields are free-form text fields that you can type into. They're used for finding specific Items. For example:

  • Customer name
  • Stock Number
  • Vehicle

To use a Search Field, click the field and type in the value you want to filter by.

Filter Fields

Filter Fields are dropdowns, checkboxes, or date fields where you can select specific values. They're used for finding similar groups of items. For example:

  • Statuses
    • Inventory (Active / Inactive)
    • Deals (Pending / Sold Retail / Sold Wholesale / Unwound)
    • Leads (Active / Lost / Sold)
  • Dates
    • Deal closing date
    • Lead last activity
  • User
    • Deal salesperson
    • Lead assigned user
  • Checkboxes
    • Lead search vehicles
  • Flags

To use a Filter, click the field and select the value or date you want to filter by.

Results Count

In the bottom right-hand corner of the page, you'll find the option to adjust the results count size for each page. Available options are:

  • 25 items
  • 50 items
  • 100 items
  • 250 items

:::note Flag Limitations at Certain Search Query Sizes It's important to note that flags will not appear in the inventory list unless the search query size is set no higher than 100 items. :::

Sorting Options

Sorting options allow you to see your filtered Items in different orders. For example:

  • Sorting by Date (for new or old Items)
  • Sorting by Numbers
    • Lowest/Highest Miles
    • Newest/Oldest Inventory Age
  • Sorting by Importance (Needs Attention)

To change Sorting, click the column you want to sort by. Clicking it again will reverse the sorting. The currently active sorting will be highlighted blue.

Returned Results

This is where you'll view and access the returned results from the search query.

Pages

This is where you'll be able to toggle between the pages of content. The amount of returned results per page can be adjusted here.