Admin Tasks
- Add A New Employee
- Reset Password
- Change Default Printer or Number of Copies
- Change Screen Resolution
- Customize Lists
- Delete User / Remove User
Accounting
- (00) Write Checks / Drafts
- (01) Receive Payment On Account
- (02) Warranty Credits
- (03) Daily Deposits
- (04) Reconcile Bank Accounts
- (05) AR Invoices
Company Information
- General Company Information
- Deal Desking (Finance & Insurance) Company Information
- Parts Company Information
- Service Company Information
- Accounting Company Information
- Electronic Communications Company Information
CRM
- Add / Modify Campaigns
- Add / Modify Categories
- Add / Modify Custom Screen
- Add / Modify Default Calendar Color
- Add / Modify Emailing Lists
- Add / Modify Event Notifications
Deal Desking
- Add / Modify Deal Statuses
- Add Accessories to a Deal
- Add Lien Payoff Bank Information
- Add New Finance Source
- Apply Internal Service Invoices to the Cost of a Unit
- Convert Quote to Deal
Parts & Service
- Add a Part to Inventory
- Physical Inventory Basics
- (101) New Quote
- (102) New Invoice
- (103) Point of Sale
- (104) Part Picking
Reporting
Time Clock
Unit Inventory
- Accessory Codes
- Add / Modify Unit Customizations
- Add / Modify Unit Locations
- Add Unit Type / Vehicle Type
- Add/Modify Unit Custom Screen
- Consignment Units
Security Management
Management Dashboard
Infinity Mobile App
- Infinity Mobile User Setup
- Add Mobile Shortcut
- Infinity Mobile
- Mobile Contact Management
- Mobile CRM Tools
- Mobile Service Tools