Account Management
Learn how to update any aspect of your My Little Salesman or Dealer Technology Solutions system.
7 articles
Written by Ken Lane
How to Create an App Password for Email Integration
"Hey, email system—it's ok, they're with me."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.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.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.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!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.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.Written by Ken Lane. Updated over a week ago