CDK U Course Catalog

In this course you will learn how to post Truck Lease transactions to CDK Drive Accounting.

Add and update all types of name records in the CDK Truck Lease database.

- Add appointments and quotes to the system - Modify existing appointments - Display appointments - Print pre-workorders

Practicing additional tasks to take booking repair orders beyond the basics. Includes adding sublet charges, updating repair order comments and stories, adding multiple technicians, and applying discounts and deductibles.

The Cash Balancing Report allows you to reconcile the cash drawer. In this course, you will learn how to access this function, complete the setups, and generate the cash drawer reports.

CDK Appointment only reviews how the F&I employee creates a first appointment and how the Dealership’s customer creates their own appointment on-line.

Before you can help your sales team exceed numbers, you need the data of what is happening now. In this course you will explore the basic features and of CDK Connected Customer’s Manager Dashboard.

Explore a follow-up program, create a follow-up letter, view the letter task generated by the follow-up program, and batch print the letters.

In this course you will view various iLead settings including templates, sources, assignment rules, and more.

The CDK CRM Orphan Management course takes you through managing orphan customers at your dealership. You will reassign orphans to new employees and look at programs that perform orphan follow up. You will look at orphan reassignment call tasks generated for your employees.

In this course you will work with preference profiles that modify the look and feel of CDK CRM to create a more customized, user-friendly interface for the users at your dealership.

Manage CDK CRM templates and surveys. Create templates for letters, phone scripts or e-mails, insert conditions into the template, create surveys and attach the survey to an event.

Overview the CRM Campaigns. Create and customize a service campaign, then measure campaign results.

This course reviews creating and managing lead information. You will create and update a lead, close the sale for the lead, and work with lead reports.