FAQ
Form and Report templates can be created and uploaded by any user with Managers permissions. Attached are the most common templates most dealers us...
Thu, 10 May, 2018 at 12:50 PM
To add new users to the system, please follow the below instructions. Click on Main> Admin Control Panel User Management Click...
Thu, 5 Jul, 2018 at 12:43 PM
To gain access multiple sites using the same credentials please follow the steps bellow: Ask a manager at the site you require access to follow the ...
Wed, 21 Dec, 2016 at 1:24 PM
You may wish to transfer customers from one user to another/others. The process can generally be only carried out by users with admin access. Please fol...
Wed, 21 Dec, 2016 at 1:36 PM
Dealer Options can be added by any user with manager permissions at the dealership. Please follow the below guide to add Dealer Optio...
Wed, 21 Dec, 2016 at 1:35 PM
Closeit can add and edit IDD's/SDD's in 2 separate locations, one in the admin control panel and one in the public folder. To edit thes...
Wed, 21 Dec, 2016 at 1:25 PM
You may find some users have tasks that are outdated and having been completing tasks/appointments as needed. To get rid of theses tasks, follo...
Wed, 21 Dec, 2016 at 1:20 PM
If you have duplicate customers and you wish to merge them under one customer ID, please login with an admin account and follow the guide be...
Wed, 21 Dec, 2016 at 10:53 AM
To create a SMS report for you dealership please follow this guide. Click on Main Admin control panel Messaging Control ...
Wed, 21 Dec, 2016 at 10:28 AM
Closeit has a section for dealers to add/EDIT FCA products you may be offering to customers. To add/Edit Products, please follow the below inst...
Wed, 21 Dec, 2016 at 10:03 AM