Account Management

Learn how to update any aspect of your My Little Salesman or Dealer Technology Solutions system.

7 articles
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Written by Ken Lane

How to Create an App Password for Email Integration

"Hey, email system—it's ok, they're with me."
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Written by Ken Lane. Updated over a week ago

How to Export Data Spreadsheets From Your System (for Account Management)

Easily download contact, inventory, task, or deal-related data in spreadsheet form directly from your system in just a few steps.
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Written by Ken Lane. Updated over a week ago

How to Add New Users to Your Company's Dealer Management System

Learn how to set up new user accounts in your My Little Salesman / Dealer Technology Solutions system and profiles quickly and easily.
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Written by Ken Lane. Updated over a week ago

How to Edit/Add Locations in Your Dealer Management System

Entering your company's various dealership locations in your dealer management system from My Little Salesman is quick and easy.
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Written by Ken Lane. Updated over a week ago

How do I update my billing credentials for my personal or company account? (Updating a credit card on file, etc.)

Keeping your company's billing details up to date only takes a few seconds. Let's learn how!
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Written by Ken Lane. Updated over a week ago

How to Set Up or Edit Roles & Permissions in Your Dealer Management System

Set your team up for success with the appropriate system capabilities and permissions with Roles & Permissions.
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Written by Ken Lane. Updated over a week ago

How to Edit Visibility Group Settings in Your Dealer Management System (Step-By-Step Tutorial)

Learn how to adjust who can access what data within your dealer management system.
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Written by Ken Lane. Updated over a week ago