Customer Relationship Management (CRM)

17 articles

Written by Ken Lane and Curtis Sund

How to Customize Your CRM Contact Column View Settings

Learn how to create a customized CRM view with all of the column data you want—and none that you don't.

Written by Ken Lane. Updated over a week ago

What is Email Integration in Your Dealer Management System CRM? (Introduction & Tutorials)

Learn how to use email integration to manage email correspondence with contacts from within your CRM.

Written by Ken Lane. Updated over a week ago

How to Export Data Spreadsheets From Your System (for CRM)

Easily download contact, inventory, task, or deal-related data in spreadsheet form directly from your system in just a few steps.

Written by Ken Lane. Updated over a week ago

How do I get started with email integration within my CRM?

Learn how to begin to connect your email address account with your dealer system CRM.

Written by Ken Lane. Updated over a week ago

How do I connect an email address to my dealer system CRM?

Learn how to connect your email system to your dealer system CRM to leverage email data.

Written by Ken Lane. Updated over a week ago

How can I omit emails to or from certain recipients from being imported (Use the Never Log List)?

Import the email you want and leave out those you don't need in your CRM.

Written by Ken Lane. Updated over a week ago

How do I import and sync emails matching CRM contacts?

Learn how to sync your email correspondence with contacts and prospects within your CRM.

Written by Ken Lane. Updated over a week ago

How do I import past email correspondence?

Learn how to pull past email correspondence from your email account into your dealer CRM.

Written by Ken Lane. Updated over a week ago

How do I email inventory listings from within my dealer system?

How to reach out to any contact and send any inventory information via email without having to leave your CRM.

Written by Ken Lane. Updated over a week ago

How do I quickly email deal-related documents (quotes, invoices, forms, etc.) from within my dealer system?

With email integration, there's no need to download deal-related data and attach it to an email when you can do it directly from the system.

Written by Ken Lane. Updated over a week ago

How can I access email correspondence with contacts within the system's internal CRM?

Learn how to pull up past email messages with contacts in your dealer system CRM.

Written by Ken Lane. Updated over a week ago

How do I email clients directly from my CRM system?

Here's a quick way to email any contact directly from their contact record in your dealer CRM.

Written by Ken Lane. Updated over a week ago

How to Merge Contacts in My Little Salesman.

Learn how to merge two similar contact files together in your Dealer Technology Solutions system.

Written by Ken Lane. Updated over a week ago

How do I disconnect an integrated email account from my dealer system?

Need to disconnect an email account you've connected to your dealer system? Here's how you can easily do so.

Written by Ken Lane. Updated over a week ago

Why and How to Use Call Tracking with Dealer Technology Solutions

Use this piece to learn all about your Call Tracking functionality in your Dealer Technology Solutions CRM system from My Little Salesman.

Written by Ken Lane. Updated over a week ago

Guidelines for Recording Phone Calls

Written by Curtis Sund. Updated over a week ago

Phone Call Recordings

Written by Curtis Sund. Updated over a week ago