Settings & Onboarding

All the things you need to know to set up your dealr.cloud account and keep it working the way that's best for you!

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20 articles in this collection
Written by Rachel Armstrong and Zach Heine

Add CARFAX or AutoCheck Reports to Your Dealr.cloud Account

Enable CARFAX vehicle reports in your dealr.cloud account to view them in your inventory, deals, service tickets, and appraisal tool.‚Äč
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Written by Rachel Armstrong
Updated over a week ago

Getting Started With Dealr.cloud

Things to do as a new dealer with dealr.cloud with tips on getting started and links to popular articles.
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Written by Rachel Armstrong
Updated over a week ago

Data Imports

This brief article explains how data imports work in dealr.cloud, the accepted file formats, and how the file should be organized.
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Written by Zach Heine
Updated over a week ago

Activate Your Account

How to activate your dealr.cloud account, verify your username, set up, change, or reset your password
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Written by Rachel Armstrong
Updated over a week ago

Set Up Default Buyer's Guides & Options

Edit your default Buyer's Guides in your system settings
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Written by Rachel Armstrong
Updated over a week ago

Dealer Handling Fee Settings

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Written by Rachel Armstrong
Updated over a week ago

Reset Your Password

How to reset your dealr.cloud password.
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Written by Rachel Armstrong
Updated over a week ago

Edit and Customize Your Flags

Learn how to add, edit and customize flags for all of your dealr.cloud system.
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Written by Rachel Armstrong
Updated over a week ago

Add and Edit Vendors

Learn how to add a vendor to any area of the dealr.cloud system and edit existing vendors.
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Written by Rachel Armstrong
Updated over a week ago

Form Packs

Learn what Form Packs are, how to create new ones, and edit existing form packs to customize your sales and deal desking process.
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Written by Rachel Armstrong
Updated over a week ago

Edit Your Dealer Profile

How to enter or update dealer information including name, address, phone number, dealer number, sales tax number, logo, etc.
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Written by Rachel Armstrong
Updated over a week ago

Set up Autoreply Text and Email Templates

Create pre-populated templates that automatically get sent to all new leads for responsive communication and faster turn arounds.
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Written by Rachel Armstrong
Updated over a week ago

Add a Pack

Learn what a Pack is and how to add it to your Inventory settings.
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Written by Rachel Armstrong
Updated over a week ago

Email and Phone Notifications

Learn how lead email and phone notifications work, how to turn them off, and how to change which notifications you receive.
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Written by Rachel Armstrong
Updated over a week ago

700 Credit for Dealr.cloud

If you'd like to be able to pull customer credit inside dealr.cloud for lead, deals, and credit apps, you can set this up through 700 credit
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Written by Rachel Armstrong
Updated over a week ago

What Flags Are and How to Use Them

Find out what Flags are in the dealr.cloud system, how best to utilize them, and how they can help you run your dealership more effectively.
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Written by Rachel Armstrong
Updated over a week ago

Install Chrome Extension

Install Google Chrome Extension so that your autofill functions work.
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Written by Rachel Armstrong
Updated over a week ago

Website Domains and How They Work

What is a Domain Name? What you need to know. Who owns your domain name? Why is this important? How to get your domain name back.
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Written by Rachel Armstrong
Updated over a week ago

Log-in & Password Help

Common questions about logging in, resetting passwords, verification codes and trouble shooting getting into your dealr.cloud account.
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Written by Rachel Armstrong
Updated over a week ago

Dealr.cloud Mobile App

What is the dealr.cloud mobile app and how to download it.
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Written by Rachel Armstrong
Updated over a week ago