CDK U Course Catalog

Course ID	Course	Length	Type	Related Product	Course Department
4136	Accounting and MIS Reporting This is a custom course hosted onsite for the Ansa Automotive Limited group only. This course covers various topics on Accounting & MIS.	4 hours	Classroom	CDK Drive	Business Office
4754	Accounting Interface In this course you will learn how to post Truck Lease transactions to CDK Drive Accounting.	0.25 hours	ONLINE	CDK Drive	Business Office
4181	Accounts Payable Checks This course provides the steps to processing accounts payable checks.	1 hours	VILT	CDK IntelliDealer	Business Office
4694	Add and Update Names Add and update all types of name records in the CDK Truck Lease database.	0.25 hours	ONLINE	CDK Drive	Business Office
4693	Add and Update Vehicles Customize vehicle setups. Add and update all vehicle information in the CDK Truck Lease database.	0.25 hours	ONLINE	CDK Drive	Business Office
3141	Appointments and Quotes - Add appointments and quotes to the system - Modify existing appointments - Display appointments - Print pre-workorders	0.75 hours	ONLINE	CDK Drive	Service
3079	Booking Repair Orders Part 1 Mastering the basics tasks needed to book repair orders. Includes reviewing and modifying repair order lines, moving parts, modifying charges, and printing the repair order.	0.75 hours	ONLINE	CDK Drive	Service
3080	Booking Repair Orders Part 2 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.	0.75 hours	ONLINE	CDK Drive	Service
4070	Business Alignment Workshop - Truck Parts In this course you will review the Business Alignment Workshop process for Parts.	2 hours	ONLINE	CDK Drive	Parts
2838	Car!nk® Cash Balancing Report 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.	0.25 hours	ONLINE	CDK Drive	Business Office
2839	Car!nk® Split Repair Order Split Repair Order allows you to move completed labor lines from an existing repair order to a new repair order allowing one group of repair lines to remain open while closing another group of lines. In this course, you will learn how access this function, complete the default setups for this application, split the RO lines to a new RO, add deductibles, and add shop charges.	0.25 hours	ONLINE	CDK Drive	Service
3491	CDK Appointments 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.	0.25 hours	ONLINE	CDK Service	FI Sales
4592	CDK Connected Customer In this course you will explore the basics features and functionality of CDK Connected Customer.	0.25 hours	ONLINE	CDK CRM	FI Sales
4721	CDK Connected Customer: Monitoring Your Sales Team 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.	0.25 hours	ONLINE	CDK CRM	FI Sales
4672	CDK Credit and Compliance Reports Upon completion of this course, you will be able to explain and run the various reports offered through CDK Credit & Compliance.	0.25 hours	ONLINE	CDK Credit	FI Sales
3275	CDK CRM - Follow-up Programs 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.	0.5 hours	ONLINE	CDK CRM	FI Sales
3463	CDK CRM - Getting Started Explore the capabilities of CDK CRM: Track and follow-up on leads and customers, target your marketing campaigns, and run reports.	0.25 hours	ONLINE	CDK CRM	FI Sales
2953	CDK CRM - iLead Setups In this course you will view various iLead settings including templates, sources, assignment rules, and more.	0.5 hours	ONLINE	CDK CRM	FI Sales
3459	CDK CRM - Managing Customer Data By the end of this course, you will be able to: - Find a CRM customer - Access a customer record using Customer Profiles - Update contact details in a Customer Profile - Update a company profile	1 hours	ONLINE	CDK CRM	FI Sales
3027	CDK CRM - Orphan Management 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.	0.5 hours	ONLINE	CDK CRM	FI Sales
3040	CDK CRM - Permission Profiles Explore, create, and modify CRM permission profiles.	0.5 hours	ONLINE	CDK CRM	IT
3041	CDK CRM - Preference Profiles 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.	0.5 hours	ONLINE	CDK CRM	IT
3042	CDK CRM - Service Reminders Set up service reminders, create a new package, add service components, and view the participants.	0.5 hours	ONLINE	CDK CRM	Service
3461	CDK CRM - Templates and Surveys 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.	0.5 hours	ONLINE	CDK CRM	FI Sales
3043	CDK CRM - User Updates In this course you will examine setting up a new user, updating location settings, viewing user permissions, and exploring user preferences.	0.5 hours	ONLINE	CDK CRM	IT
2987	CDK CRM Campaign Management Overview the CRM Campaigns. Create and customize a service campaign, then measure campaign results.	1 hours	ONLINE	CDK CRM	FI Sales
3462	CDK CRM iLeads - Respond and Manage In this course you will work with iLeads widgets, perform a needs resolution, send a personal response (e-mail and phone), and view iLead-related reports.	0.5 hours	ONLINE	CDK CRM	FI Sales
3243	CDK CRM Leads - Create and Manage 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.	0.75 hours	ONLINE	CDK CRM	FI Sales
4531	CDK Desking In this course you will be introduced to the business need for the CDK Desking software. You will learn how to make an argument in favor of selling cars using the POWER OF CHOICE with the CDK Desking solution.	0.75 hours	ONLINE	CDK Desking	FI Sales
3208	CDK Desking - Finance Programs In this course you will learn to work a CDK Desking deal using a manged finance program.	0.25 hours	ONLINE	CDK Desking	FI Sales

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CDK U Course Catalog

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