Admin - Account Settings
Articles that will help with account settings. Only Admins have access to the account settings.
- Billing Settings: How to Update Your Information
- Penciling a Deal in Autoraptor
- Delivering the Deal in Autoraptor
- Guide for Configuring the Penciling Tool in Admin Settings
- Lead Status: Bad Leads
- Switching from Credit Card to ACH Payments in AutoRaptor
- How to enable and use Sales Stages on the Up Sheet?
- Custom Document Builder
- Creating a Cash Deal Using the Pencil Tool
- Kilometers Configuration
Lead Management
- California CARS Act Compliance in AutoRaptor
- Automatically Replying to an E-Lead
- Bulk Assign Up Sheets
- Get the Most Out of the New Lead Assignment Features
- Adding or Editing a User in Round Robin
- How to Export Data
- Transferring Up Sheets from One Location to Another
- How to Reassign an Up Sheet
- Round Robin Reports
- Merge Leads by Phone Number