CDK U Course Catalog

-Enter customer name, address, and accounts receivable information -Enter customer insurance information -Enter vendor name, address, and accounts payable information -Enter driver information

​​With ​​CDK New Lot Intelligence Smart Price, you can set up a formula to automatically price or reprice all or select segments of your new vehicle Inventory. You can include OEM Incentives in these formulas. Smart Price automatically adjusts the pricing of your new car inventory based on the parameters you specify. It helps you maximize profits on newer inventory as well as move older inventory off your lot by slowly decreasing the pricing over time​.​

​​With ​​CDK New Lot Intelligence Smart Price, you can set up a formula to automatically price or reprice all or select segments of your new vehicle Inventory. You can include OEM Incentives in these formulas. Smart Price automatically adjusts the pricing of your new car inventory based on the parameters you specify. It helps you maximize profits on newer inventory as well as move older inventory off your lot by slowly decreasing the pricing over time​.​

​Learn the basics of "Booking Repair Orders". This is sometimes refererred to as "RO Billing", "Preparing Repair Order Charges", or "Posting RO Charges".

Customers that make their first service appointment when purchasing a vehicle are more likely to be return customers and increase service department profitability. And when they stay with the dealership's service department, they are more likely to return to purchase new vehicle. This course instructs the sales department how to make the first appointment as well as talking points to teach your customers how to use the online appointment tool.

In this course you will learn about: - Navigate the Dashboard - Review scheduled appointments - View and update a lead - Access Help in CDK Connected Customer

This course covers the following: - Introduction of CDK Connected Lot - - CDK Used Lot Intelligence - CDK New Lot Intelligence - CDK Lot Merchandiser - Fitting the pieces together

Overview - Define follow-up capabilities - Identify follow-up components Standard Programs - Explore pre-defined programs - Identify program types Templates - Create a new letter template - Attach a template to an event Follow-up Tasks - View tasks - Print letters Global Settings

View iLead-related setups including: Email Accounts iLead Sources Auto Response Templates Customer Selection Rules Rules - Assignment - Notification - Escalation OEM Settings Alert Setups Email Signatures

Overview - Orphans definition. - Why orphan management is important to you. Reassign Orphans - Select individual orphans to reassign. - Select all displayed orphans to reassign. - Reassign orphans to one employee. - Reassign orphans to a team. Follow up Programs - Look at a program that triggers follow up when orphans are reassigned. - Look at the event that generates the call task for salespeople. Contact the Customer - Look at call tasks generated by the orphan reassignment process. - Look at a call script.

Templates Overview - Overview Surveys and Templates - Identify Template Uses - View Samples Creating Templates - Access Templates - Create a Template - Insert Merge Fields Advanced Template Options - Edit a Template - Insert a Conditional Expression Creating Surveys - Create a Prospect Follow-up Survey - Add a Question - Enter Possible Answers Conducting Surveys

Overview the: - Campaign process - Campaign criteria tabs - Steps to complete a campaign Easily generate a campaign by: - Copying from a predefined master campaign - Customizing the new campaign Run the campaign by: - Retrieving campaign candidates, then selecting participants - Selecting the Run Campaign button to begin tracking campaign results Measure results by: - Running a campaign report - Examining the profit generated by the campaign

In this course you will: Create a lead - Search vehicle inventory. - Add a lead using the Leads widget. - Set an appointment for a lead. Work the lead - Update the lead with trade details and road to sale steps. - Send the lead to your manager, if required. - Send the lead to an F&I deal, if required. Close the deal - Mark the lead as having shown for the appointment. - Close the sale. Run reports - Run lead-related reports. - Change selection criteria to customize what prints on your reports.

In this course you will be introduced to managed finance programs, and will: Get Started - Contrast generic (in-house) finance programs to managed finance programs - Review what Settings to check when moving to managed finance programs - Build a rebate - Expire generic (in-house) finance programs Build a Finance Quote - Choose a vehicle - Add parameters for the quote - Calculate payments Compare Finance Options - Compare participating lender programs - Generate a pencil - Select a payment Negotiate a Desking Deal - Fine tune the deal - Save or send the deal to finance