Managing client relations, business partnerships, sales responsibilities, and team operations can be overwhelming. These tasks demand a streamlined system for smooth operation.
The Dealership Management tool provides a comprehensive view of your dealership team, clients, office environment, and essential documents necessary for your daily tasks.
Equipped with features for uploading, downloading, and capturing text, the Dealership Management tools offer all the functionality required to consolidate everything for easy access at any given moment.
When to use it
When a document requires a secure storage place
This tool offers a dedicated space for uploading dealership-related documents. This includes director documents, legal documents, and documents necessary for administration purposes.
When you’re looking for the answers to the question “Where is this file?”
This space houses all the documents essential for auction tasks and legal procedures. Here, you'll discover dispute documents, business registration documents, and employee details.
When you need extra text space to capture notes about the documents you’ve uploaded
The Dealership Management tool allows you to capture supplementary information vital for dealership operations, including Fica statuses, cancellations, disputes, and TradeUnion accounts. From this screen, you can effortlessly capture and submit additional notes as needed.
Where to find it
- Click on ‘Options’
- Select ‘My Account’
- Click on ‘Manage My Dealership'
How to use it
Accurately capture and safely store the business details
The screen where new user details are processed also serves as a storage hub, retaining information for easy reference. Authorized personnel can access a comprehensive list of users along with their platform permissions. Moreover, users have the ability to input directorship details and additional notes obtained during various tasks.
Upload or download documents
You can upload any documents related to auction transactions directly onto the site for secure storage. Losing an important document can be daunting, especially if you may need it in the future. By saving all documents directly on the site, you can rest assured knowing they're safely stored. This also makes it easy for any other parties who may need access to these documents in the future.
Access an overview of dealership operations
Gain a comprehensive overview of the dealership and its intricate details. You can monitor platform users, access documents required for disputes and administration, review employee details, and access essential business information.
