Selecting CRM forms

How to Enable or Disable CRM Forms

CRM forms are a great way to generate leads and increase profit margins. Here's how to manage which forms appear on your website:

Steps:

1. Go to Admin > Dealership Settings > CRM & Finance in the back-end menu.

2. Select the CRM forms you want to enable or disable.

3. Click Save Changes (bottom left).

CRM Form Types Explained:

• Offers
  Displayed as "Offer" on your website.
  Allows visitors to submit an offer on a vehicle, creating a pressure-free way to begin the conversation.

• Trades
  Displayed as "Trade-In".
  Let customers input trade-in details and request an appointment — ideal when they’re already interested in a vehicle.

• Buys
  Displayed as "Cash For Your Car".
  Designed for private party sellers. This form helps you capture leads from individuals looking to sell their cars — often a high-margin opportunity.

• Consignments
  Displayed as "Consignment".
  Enables potential consignors to enter their vehicle info and schedule an appointment on their own time.