Dashboard

Getting Started Checklist

Follow the four setup steps that the Overview page offers to a new dealership

The Getting Started checklist guides a new dealership through the first records. Each step has a Start button that opens the matching form.

The steps

StepDone whenPermission to see the step
Add Your First VehicleThe dealership has at least one car.Create cars
Create a TaskThe dealership has at least one task.Create Tasks
Open a DealThe dealership has at least one deal.Create deals
Invite Your TeamThe dealership has more than one team member.Create invitations

The checklist shows only the steps that the team member may perform. The header reads, for example, 2 of 4 done.

Steps to follow

  1. Open Overview in the sidebar.
  2. Find the Getting Started card.
  3. Select Start on a step. The form opens. Invite Your Team opens the Team settings.
  4. Complete the form. The step shows a check mark when the record exists.

Where the checklist appears

  • On a dealership without any cars, tasks or deals, the checklist is the only content of the page. The reporting period control and the headline figures are hidden.
  • Once any of those records exists, the checklist moves below the headline figures.
  • The checklist disappears when every step is done.

Dismiss the checklist

  1. Select the small close button Dismiss the checklist in the header of the card.

The card disappears. The browser remembers the choice for one year. The choice is stored in the browser, so another browser or another device still shows the card.

Notes

  • A step is marked done by the existence of a record, not by use of the Start button.
  • A team member who may perform none of the steps does not see the checklist.

Introduction

The start page of the dashboard, the menu and the notifications

Navigation

The sidebar, the header, the breadcrumb and the account menu

The steps
Steps to follow
Where the checklist appears
Dismiss the checklist
Notes