After completing this Article you will know how to access and setup the defaultCRM Settings in your DealerTeam org.
Begin by logging into your salesforce.com instance. In this example the SFDC instance is na9. The home page URL looks like the example below.
Remove everything in the URL after the .com and add /apex/dealer__crmsettings to look like this,
Press Enter to be directed to a hidden visual force page containing the DealerTeam CRM Settings.
Then continue by entering the variables to setup your company's default CRM settings. This is done by a series of check boxes and industry standard nomenclatures.
For example, all desk log deal types will be R for retail and L for Lease, while the deal status A and U both signify SOLD. Hover over the question marks for help definitions.
Default CRM settings exist in a single page. The multiple sections are for demonstration purpose. MPI Settings are a good example how custom pages can be setup to leverage the DealerTeam appplication. A dealerships can print branded invoices, with logos and custom colors using these simple settings.
A dealership may choose to enable a Rewards Program and manage the settings. Default settings for inventory media can be setup to control size and crop ratio to facilitate posting pictures to the web.