Inventory Management

Driven Edge allows you to manage your dealership's inventory either through an automated data feed or manual entry.

Inventory Feeds

If your inventory is imported via a third-party feed (e.g., SureFire), there is no need to contact the Driven Edge development team for setup—these integrations are handled automatically.

Manual Inventory Entry

To manually add vehicles to your inventory:

1. Navigate to Inventory using the left-hand menu.
2. Click the Add Vehicle button in the top-right corner.
3. Use the VIN Burst feature by entering the vehicle’s VIN—this will automatically populate many of the key details.
4. Add your stock number, images, and descriptions.
5. Once all details are entered, click Submit to save the vehicle to your inventory.

Your newly added vehicle will now appear in the Inventory section within Driven Edge.

Client Management

The Client List section in Driven Edge provides a centralized view of all clients associated with your dealership. You can manage, search, edit, and assign clients using a variety of tools designed to streamline your workflow.

Accessing the Client List

To access the global client list, click Client List from the left-hand menu.

This list displays all clients currently stored in your dealership’s system.

Filtering and Searching

Use the User Filter dropdown (top-left) to view clients assigned to specific users.

To find a specific client, use the Search bar in the top-right. You can search by name, phone number, or email address.

Adding a New Client

Click the Add Client button (top-right) to open the Quick Add form.

Enter the essential client information. Once submitted, the Full Client Details form will appear, allowing you to add additional data as needed.

Transferring Clients

The Transfer Clients button (next to Add Client) allows you to reassign clients from one user to another—useful when a sales associate leaves the dealership or changes roles.

Exporting Client Data

The Export button (beside Transfer Clients) enables you to download your entire client list in CSV format for use with third-party tools such as mailing list platforms.

Client Profiles

Clicking on a client’s name opens their Client Profile.

Here you'll find all stored client details, communication history, sales quotes, and completed sales.

The Assigned column shows which user is currently responsible for the client. You can click on this field to reassign the client to another sales associate.

Editing and Deleting Clients

Click the Edit button to open the full client details form, where you can update any necessary fields.

Use the Delete button to permanently remove a client from the global client database.

Merging Duplicate Clients

If you identify duplicate client profiles, you can select them and click the Merge button (top-right) to combine the entries into a single, unified client record.

Lead Management – Current Leads

The Current Leads section allows your dealership to efficiently manage and route incoming leads from multiple sources. Whether leads are generated by third-party platforms or entered manually, Driven Edge ensures a smooth intake and assignment process.

Accessing the Current Leads Section

Click Current Leads from the left-hand menu to view all incoming leads.

Lead Sources

Leads may be received automatically via ADF XML from third-party providers or through the Driven Edge Lead API Endpoint.

You can also add leads manually by clicking the Add Lead button in the top-right corner.

Adding a Lead Manually

When entering a new lead, you can specify whether the lead is:

• Interested in Purchasing
• Interested in Trading
• Or Both

Lead Review and Assignment

Once a lead is received (automatically or manually), a Sales Manager can click the View button to review its details.

If the lead appears legitimate, it can be assigned to a sales associate.

Assigned leads will then appear on the associate’s dashboard under the New Leads section for follow-up.

Rejecting Leads

If a lead is determined to be invalid or spam, a Sales Manager can reject it. This helps ensure the dealership is not charged for unqualified or fake leads.

Assigned Leads

Once assigned, leads are moved to the Assigned Leads page.

Here, Sales Managers can:

• Monitor response times.
• Ensure the lead has been contacted.
• Add additional details.
• Reassign the lead to another team member if necessary.

Lead Notification Settings

In the top-left corner, click the Settings icon to configure lead notification preferences.

From this section, you can choose which users should receive email notifications whenever a new lead arrives—ensuring your team is alerted in real time, 24/7.

Lead Tracker

The Lead Tracker is a comprehensive tool designed for Sales Managers to monitor, manage, and evaluate lead activity across the entire dealership. It consolidates lead data into a single, actionable dashboard for efficient oversight and performance tracking.

Accessing the Lead Tracker

Click Lead Tracker in the left-hand navigation menu to open the lead tracking dashboard.

Overview Dashboard

The main Lead Tracker page displays all recent leads with a concise summary of each.

The lead table includes:

• Assigned time
• Assigned sales associate
• Communication history (calls, emails, texts)
• Actions such as appointments, test drives, quotes, and completed sales

This allows Sales Managers to quickly assess the status of each lead and follow up with team members as needed.

Client and Lead Details

Click the client's name to open their Client Profile, where you can view full contact information and communication history.

Click the Details link to view the original lead submission data in a modal window.

Lead Interaction Icons

The tracker uses icons to represent key actions:

• Appointment, Show, Test Drive, Quote, and Sale

When an action occurs, its corresponding icon turns red, indicating activity.

Clicking a red icon opens a modal with additional details.

A Notes icon allows Sales Managers to leave notes for the assigned associate. When used, it appears red in the associate’s CRM for visibility and response.

Filtering and Searching

Use the search bar (top-left) to find leads by client name or contact details.

Use the User Filter dropdown to view leads assigned to a specific team member.

A Lead Status Filter below the search bar allows you to categorize and view leads by priority (e.g., Hot, Warm, Cold).

All Leads and Bulk Transfer

The All Leads button (top-center) opens a detailed page containing every lead ever received by the dealership—ideal for historical performance reviews.

The Bulk Transfer button allows you to reassign multiple leads at once, especially helpful when a sales associate has left the organization.

KPI Tracking

The KPI (Key Performance Indicator) button (top-right) opens a dashboard showing team performance against dealership goals.

For example, you might set a goal of 20 prospecting calls per associate per week.

Clicking an associate’s name reveals their individual KPI statistics.

Appointments and Reports

The Appointments button offers a quick snapshot of upcoming appointments—mirroring the calendar view from the Admin Sales Dashboard.

The Reports button opens the Leads Report section, which breaks down lead performance by source, giving insight into which lead providers are delivering the most value.

Deal Builder

The Deal Builder serves as the default Administration Dashboard and can also be accessed via the "Deal Builder" link in the left-hand navigation menu.

Dashboard Overview

The top of the Deal Builder page presents a summary of key monthly performance metrics:

• Appointments
• Quotes
• Written Deals

This gives Sales Managers a high-level view of how the dealership is performing in real time.

Monthly Calendar

Beneath the summary, a monthly calendar displays all scheduled appointments in red. Daily appointments appear on the right side of the screen.

Appointments are typically booked by Sales Associates through the CRM, but you can also manually create one in Deal Builder:

• Click the "Add Appointment" button (top-right of the appointment list)
• A modal will appear, allowing you to enter appointment details and assign it to a Sales Associate

Lead Insights

Below the calendar, you’ll find:

• New Leads: Incoming leads for immediate attention
• Hot Leads: High-priority leads with frequent activity

These sections help managers ensure that associates are properly engaging with leads and driving them through the sales funnel.

Monthly Sales Graph

A visual comparison of monthly dealership sales year-over-year is shown next. This provides a quick snapshot of performance trends.

Sales Leaderboard & KPIs

The Sales Leaderboard highlights top-performing associates and identifies those who may need additional support. Below it, you'll find KPI Results for deeper insights into individual sales activities.

Creating a New Deal

To begin a new deal:

• Click the "New Deal" button at the top right of the Deal Builder page.
• The Start New Deal form will open.

Applicant Selection

Start typing a client’s name to select them as the applicant and optional co-applicant. Once selected, click "Next".

Vehicle Selection

Choose a vehicle from inventory by typing the vehicle name or selecting a previously quoted vehicle.

Package Selection

You’ll then reach the Option Package screen:

• Present up to three customizable packages (e.g., Bronze, Silver, Gold) with products and insurances.
• Select the default (highlighted in blue), and the Desking Sheet will load.

Desking Sheet Overview

At the top:

• Deal ID, Date, and the VW&P (Vehicle Wholesale & Profit) toggle

Use this to view or hide profit details during customer-facing sessions. Key sections include:

• Client Details: Update client info on-the-fly via the Client Details link.
• Vehicle Information: Easily swap the selected vehicle using the Vehicle Information link.
• Trade Information: Add a trade using the Trade Information link. Start with a VIN Burst to autofill details, enter value, lien info, etc., and click Update.

Payments & Financing

The system auto-calculates payments based on:

• Selected package
• Terms
• Interest rates

You can update the entire row’s default values using the cylinder icon on the Payment Card.

Package Options Management

Click "Add/Remove Options" on the selected package to customize individual add-ons. Payments update dynamically with each change.

Vehicle Pricing Column

This section includes:

• Base Price (from DMS or Edge)
• Pre-tax Adjustments (discounts)
• Trade Allowance and Lien Payout
• Tax Details (automatically loaded, but editable)
• Down Payment: Enter a down payment and click Update to refresh payment cards.

Additional Tools & Features

• Notes Section: Add reference notes for future review
• Options Breakdown: Toggle to show/hide option pricing details
• Option Discount: Apply discounts on optional add-ons
• Bank Fee, PPSA, and License Fee fields
• Custom Options: Add unique dealership-specific items (e.g., fuel charges, extended warranty)

Closing the Deal

Once the client agrees on a payment and term:

• Click the desired Payment Card under the selected package.
• A Liability Review Modal appears—offering a final opportunity to upsell additional products (priced per day for transparency).
• If the customer agrees: Background calculations update automatically.
• Click Continue, and the deal is marked as "Written/Sold" in Edge.

Final Steps

Two tabs will open:

• Declined Products Form: For litigation protection
• Deal Summary: The Finance Manager can then review the summary, select a bank (optional), set the reserve amount, assign themselves as the Finance Manager, and click "Record Deal" to complete the process. The deal is officially logged, and the vehicle is marked as Sold in the inventory.

Deal Tracking Tools

At the top-right of the Deal Builder dashboard, beside the "New Deal" button, are two powerful deal tracking tools:

Quotes Button

Clicking the “Quotes” button opens the Current Quotes Page. By default, it shows quotes from the current month, but you can adjust the view using:

• Date Range Filter (top-right)
• Search Field (search by customer name)
• Sales Associate Filter (dropdown, top-left)

Quote Types & Status Icons: Edge supports quoting vehicles in various stages—even vehicles that are already sold or not in inventory yet. A Legend explains quote statuses:

• Quote: A draft quote, including fictional vehicles
• Written: A deal that’s been desked and accepted but not yet delivered
• Delivered: A vehicle fully delivered and removed from inventory

Sold Button

The "Sold" button opens the Written/Closed Deals Page, which includes:

• The same Search, Date Range, and Sales Associate Filters as the Quotes section
• A list of finalized deals with:
• Deal Number
• Timestamp
• Status
• Action buttons: BOS/Surefire, Restore, and Details Toggle

Deal Tracker

The Deal Tracker is a comprehensive tool within Driven Edge designed to manage the entire post-deal workflow—from the moment a vehicle is marked as Written to final Delivery. It enables collaboration across all key dealership roles, including Sales Associates, Sales Managers, Finance Managers, and Service Managers.

Accessing the Deal Tracker

To open the Deal Tracker, click Deal Tracker from the left-hand navigation menu. This opens the Deal Tracker Dashboard, which is divided into two primary lists:

• Written Deals: Vehicles currently in progress and moving toward delivery.
• Delivered Vehicles: Vehicles successfully delivered within the selected date range.

Once a deal is marked as "Written" in Deal Builder, it automatically appears in the Written section—alerting all relevant team members that a new vehicle requires attention.

Written Deals Overview

Each row in the Written Deals list displays:

• Date Written (from Deal Builder)
• Dealership Location
• Client Name (clickable to open client details modal)
• Stock Number (clickable to view vehicle info)
• Make (toggles additional deal details)
• Model
• Sales Associate (editable)
• Sales Manager (editable)
• Finance Manager (editable)

Status & Communication Columns

Status

Tracks financing progress. Clicking this field opens a modal where users can update the financing stage:

• Credit Pending
• Docs Sent
• Issue
• Cash Pending
• Approved
• Funded

The modal also includes the Bank Reserve (from the Deal Builder), which can be updated as needed.

Bank Notes

Used to log feedback or internal finance notes. Clicking this field opens a modal with a text input and displays past notes. Note: Bank Notes are required to move a deal to Delivered. Even a placeholder like “No applicable notes” is acceptable.

Once entered, the column updates with a red “Yes” label.

Delivery

Sets the vehicle delivery date. Clicking this field opens a calendar modal. The column updates based on delivery progress:

• Blue: Delivery date scheduled
• Gold: Delivery due today
• Red: Delivery overdue

Service Notes

Facilitates communication between sales and service teams. Users can leave notes, and the Service Manager must check the Service Complete box when work is finished. Note: A vehicle cannot be marked as Delivered until service is marked complete. The column turns green when complete.

Marking a Vehicle as Delivered

A vehicle is eligible for delivery when:

• Status = Funded
• Bank Notes = Yes
• Service = Complete

To deliver the vehicle:

1. Click the Delivery link to reopen the modal.
2. Click the Delivered button.
3. The vehicle will move to the Delivered Vehicles list.

Filtering and Sorting

Both Written and Delivered lists allow filtering by:

• Sales Associate
• Sales Manager
• Vehicle Type

The Delivered list includes a date range filter for custom time periods.

Tracker Reports

Users with the appropriate role can access Reports at the top of the Deal Tracker page.

Sales Report (Summary)

Provides a high-level snapshot of:

• Front & back-end gross profit
• Base pricing, discounts, and options sold
• Clickable “Options” values for detail view

Detailed Sales Report

Breaks down each individual sale with deep dive capabilities:

• Click Stock Number to toggle pricing & details
• Click Options to view sold products with cost & profit

Filtering

The reports section includes filters for date range, associate, deal status, and vehicle type.

Additional Tools

• Refresh Button: Manually refreshes both lists
• Audit Trail: Displays change logs by user for accountability and troubleshooting

Reports

The Reports section in Driven Edge provides dealership-specific reporting tools designed to support compliance and operational insights. If your dealership requires a custom report that is not currently available in Edge, we are happy to build one upon request.

Accessing Reports

To access the Reports section, click on “Reports” in the left-hand navigation menu, located beneath the Deal Tracker.

Current Available Report: OMVIC Report

At present, Edge offers an OMVIC Report for dealerships located in Ontario, Canada, ensuring compliance with local regulations.

To generate the OMVIC report:

1. Select the desired date range at the top of the report.
2. Click the Print button (top right) to produce a hard copy.
3. Or, click the Download CSV button to export the report as a spreadsheet for digital use or archiving.

User Settings

The User Settings section allows administrators to manage user accounts within the Edge platform. From this dashboard, admins can add new users, edit existing accounts, or deactivate users when necessary.

Accessing User Settings

To open the User Settings page, click the “User Settings” link in the left-hand navigation menu.

Adding a New User

1. Complete the Add User Form: Enter the user's basic information, including their name, address, and other relevant contact details.
2. Select Dealership Location: If your company operates multiple dealerships, choose the specific location the user will be associated with.
3. Enter Email and Temporary Password: Provide the user's email address and assign a temporary password. On first login, the user will be prompted to create a secure password of their own.
4. Assign Access Role: Select the appropriate user role based on the employee’s position. This determines their default dashboard and what features they can access.
5. Optional Fields:
   • Registration Number (if required by your state or province)
   • Twilio Number, if you're using Edge’s Twilio SMS integration
6. Submit: Click “Submit” to add the user to your dealership's account.

Editing an Existing User

To edit a user:

• Locate the user in the list and click the “Edit” button on the right.
• The user’s information will populate the form, allowing you to update any necessary details.
• Click “Update” to save your changes.

Deactivating a User

To deactivate a user:

• Click “Edit” next to the user you want to deactivate.
• Scroll to the bottom of the form and click the red “Deactivate” button.
• The user will immediately be removed from active status and will no longer have access to the system.

Adjusting Role Settings

1. Click the “User Roles” button in the top-right corner of the Users page.
2. A list of all user roles will appear.
3. For each role, you can check or uncheck features to grant or restrict access:
   • Checked = Feature is enabled for that role
   • Unchecked = Feature is hidden from that role

This feature allows for granular control over what different team members can see and do within Edge.

Dealer Settings

The Dealer Settings section allows you to add new dealerships or update existing dealership information. You can access this section by clicking the “Dealer Settings” link in the left-hand navigation menu.

Adding a New Dealership

To add a new dealership:

1. Complete the Add Dealership Form:
   • Enter the Dealership Name and a shorter Alias Name to help identify different locations within your company.
2. Address Details:
   • Provide the full address of the dealership, including street, city, province/state, and postal/ZIP code.
3. Tax and Registration Information:
   • Enter the dealership's Tax Number and Registration Number if required by your state or province.
4. Set Default Taxes:
   • Input the default tax rates for the dealership's location.
   • You may use two separate tax fields for regions with federal and provincial/state tax, or a single combined tax field if applicable.

Once all required fields are completed, click the “Add Dealership” button to add the dealership to your company profile.

Editing an Existing Dealership

To update a dealership’s information:

1. Locate the dealership in the list.
2. Click the red “Edit” button to the right of the dealership entry.
3. The dealership form will populate with the current information.
4. Make the necessary updates.
5. Click “Update Dealership” to save your changes.

Global Settings

The Global Settings section allows administrators to configure universal settings that apply across all dealerships in your organization. Access this section by clicking the “Global Settings” link in the left-hand navigation menu under Dealer Settings.

Tax Settings

To add global tax options:

1. Click the “Tax Settings” title to expand the section.
2. Enter the Tax Name and Tax Percentage.
3. Click “Add Tax” to save it to the global tax list.

Bank List

To configure a list of banks for use in finance-related workflows:

1. Expand the “Bank List” section.
2. Add the names of banks your dealerships work with.
3. These banks will be selectable in the Deal Builder Pricing Sheet, Deal Tracker, and Bill of Sale sections.

Deal Builder Products

This section allows you to configure pricing categories and associated products for the Deal Builder Pricing Sheet:

1. Add Categories:
   • Create pricing tiers such as Bronze, Silver, Gold or custom labels of your choice.
2. Add Subcategories:
   • Define types like Insurance or Add-ons.
   • Indicate which subcategories should appear on the Liability Sheet (e.g., show only higher-priced insurance options).
3. Add Products:
   • Input Product Name, Description, Wholesale Price, and Retail Price.
   • Click “Add Product” to save it.
   • Use the checkbox to show the product on the Liability Sheet.
   • Use the Edit button to update details or deactivate a product.

Deal Builder Settings

To configure defaults for the Deal Builder Pricing Sheet:

1. Expand the “Deal Builder Settings” section.
2. Set Default Term and Interest:
   • Choose the default interest rate and terms (Term 1, 2, and 3).
3. Assign Products to Categories:
   • Select the categories and assign relevant products to each one for use in pricing sheets.

KPI Settings

To set sales goals for your associates:

1. Click the “KPI Settings” section title.
2. Select a sales associate from the dropdown list.
3. Input KPI goals specific to that associate.
4. Click “Update Goals” to save and repeat for other users.

Inventory Settings

This section is typically configured by Edge Support for third-party inventory integrations (e.g., Surefire). Contact support if you use a service outside of the built-in Edge Inventory system.

Bill of Sale Settings

To configure Bill of Sale preferences:

1. Select your preferred software: either the built-in Edge Bill of Sale or a third-party integration (e.g., Surefire).
2. Contact Edge Support for help setting up third-party solutions.

Timezones

Choose the appropriate Time Zone for your dealership to ensure consistent timestamps across Edge modules.

Twilio Integration

If your dealership uses the optional Twilio integration for communication, contact Edge Support for assistance with setup.

Sales View Dashboard

The Sales View Dashboard is a powerful CRM interface tailored for your dealership’s sales associates. It provides all the necessary tools to accept leads, manage communication, close sales, and track progress from the written status to final delivery.

My Dashboard

Upon login, sales associates are greeted with a custom dashboard showing all current day tasks.

Monthly Performance Cards

• Appointments: Number of appointments set during the month.
• Written: Number of deals written.
• Delivered: Number of vehicles delivered after financing approval.

Activity Log

Tracks daily activity and is divided into Calls, Texts, and Emails. Sales associates can log communications using the "Add" buttons, which open modals to select a client and add comments. All communications are saved to the client profile.

Lead Tabs

The dashboard displays leads across five tabs:

• New Leads: Recently assigned or created leads without activity.
• Today's Contacts: Leads contacted today for easy tracking.
• Hot Leads: Leads with activity in the last 7 days.
• Cool Leads: Leads with activity in the last 30 days.
• All Leads: Opens the full Lead Report with filters and date range controls.

Lead Report Features

• Date Range: Customize time frames to view lead history.
• Stage Filter: Narrow results based on deal stage (e.g., Test Drive).
• Search: Quickly locate a specific client by name.

Calendar & Task List

The calendar highlights appointment days with red numbers. Selecting a day displays its associated appointments.

Adding a Task

1. Select a task type (Appointment, Test Drive, etc.) from the dropdown.
2. Choose a client and optionally a vehicle.
3. Enter a description and time range.
4. Click Add to save it to the calendar and task list.

Managing Tasks

• Click the task link to view details.
• Use Edit or Delete to modify or remove the task.
• Click Start to begin the task (visible to managers).
• Click End to log task results via modal and update the client profile.

Monthly Leaderboard

Displays associate rankings by sales, written deals, and deliveries for the current month. This motivates staff by showcasing top performers.

New Lead

One of the most frequently used features in the Sales Dashboard is the “New Lead” button, located above the monthly results section. This function allows users to manually add new leads, such as when a client visits the dealership in person or a sales associate receives a positive response from cold calling or other outreach efforts.

If the client already exists in Edge, clicking the “New Lead” button will open a modal window where you can search for the client by name. As you type, a list of matching client options will appear. Once you've identified the correct client, click the “Add” button next to their name. This will auto-fill the client's details and provide a text area for entering lead-specific information.

After entering the lead details, click “Add” to submit. The lead will then be added to your active lead flow.

Add Client

To manually add a client in the Sales Dashboard, click the Add Client button located next to the New Lead button. This will open a modal window containing a form where you can enter the client’s details.

Fill in the client’s name and contact information. At the bottom of the form, there is a text area labeled Lead Details. Since most new clients are also leads, this section allows you to input relevant information at the time of client creation—eliminating the need to add a separate lead afterward.

If the client is not a lead, simply uncheck the Create Lead checkbox. Once all client information is complete, click the Save button. This will add the client to the Edge database and, if applicable, automatically include them in the lead workflow.

My Clients

Next to the Add Client button is the My Clients button. Clicking this button displays a curated list of clients assigned specifically to you. This focused list makes it easy to stay engaged with your clients and follow up with them regularly.

When the client list opens, you’ll find an alphabetical filter dropdown in the top-left corner. This allows you to quickly narrow the list by letter for easier browsing.

On the top-right side of the interface, there is a Search text box. You can use this field to quickly locate a client by typing just a few characters of their name.

In the list, each client's name is clickable. Clicking a name opens the full Customer Profile, which contains all client details—including contact information, communication history, active and past leads, and their complete sales history.

To the right of each client in the list are several action buttons:

• Comms: Opens a modal displaying the client’s communication history. This allows you to quickly review past interactions and get up to speed.
• Notes: Opens a modal containing notes made by you or other team members, including management.
• Lead Notes: Opens a modal showing notes related to the client’s leads, which may include input from sales associates, managers, or third-party lead providers.

This tool streamlines client management by consolidating all relevant information and actions in one convenient location.

KPI – Key Performance Indicator

Located next to the My Clients button is the KPI button. This stands for Key Performance Indicator.

Clicking this button will take you to the KPI page, which tracks your sales activities automatically within Edge. Each time you make a call, send a text, or log an activity, the system will automatically update your KPI metrics to reflect your efforts.

KPI goals are established by your Sales Manager in the Administration Dashboard. The KPI interface is divided into two sections:

• Activities: Displays the actions you’ve completed (calls, texts, etc.).
• Results Table: Shows your current performance metrics in comparison to your goals.

For more information or to have your KPI goals set, please contact your Sales Manager.