Digital Retail
True or False: Digital Retail was previously known as Fast Track
False: it was known as "Roadster"
Elead and Eleads is now called this
CDK CRM
This is the quickest way to access the Command bar at the bottom of the deal screen.
What is "Period, Enter"?
In RO Dash this is where you click to see the RO details
What is click on the RO number
This is the easiest way to send an interactive link to a customer to allow them to shop online
Share or Sharing details
When I click on this object it populates the sales tax correctly.
Blue House
This screen allows you to view both signed and unsigned forms, scan in wet-signed documents, and upload customer photocopies.
What is the "J" Screen?
This tab is where you go to find KPI reports in CDK Service
What is the Dashboard Tab
This tab in Digital Retail Admin allows a Manager to see all checked-in customers, sales agent and deal being worked in real time
What is the "Showroom" tab
Another way to schedule an appointment other than completing the activity is to click on this.
Schedule button
This screen is used to add a vehicle to the inventory.
What is the AU screen?
This is the add-on used to do videos and message customers in real time
What is ServiceView
This button in Digital Retail admin takes you to in-store version of Digital Retail
What is "Back to Storefront"
This was formerly called Exchange
Equity Mining
This is the screen I used to add the sales team
What is the M Screen
Name the role that a Fixed Ops Director or General Manager would have in CDK Service
What is Company Admin
The name of this Report shows sales team activity including Product Certification status, Inventory Shares, Messages Sent, Role, Customers Checked in and more.
What is "Agent's - Utilization"
A manager needs to click on this in text conversations to see all text messages of the location.
Dealership
The name of this CDK product offers functionality to electronically sign F&I documents, streamlining the process and reducing paperwork.
What is E-Contracting or Digital Contracting?
This is where you go to add, modify, or remove users and user roles
What is Dealership Settings User Management
What do the initials CDK represent?
What is
Cobalt Digital Marketing, Dealer Services, and Kerridge Computer Company