Usage guides

Steps

1. 1

   Create the vehicle record

   Enter make, model, trim, plate, mileage, price, and status (available, reserved, sold).

2. 2

   Upload photos and equipment

   Add high-quality images and relevant extras. A complete listing converts better on web and marketplaces.

3. 3

   Review and publish

   Check price, description, and visibility. Once saved, the vehicle is ready for sales and connected channels.

Steps

1. 1

   Filter by status or location

   Use inventory filters to view available, reserved, or sold units, and locate stock by branch if applicable.

2. 2

   Update price or reservation

   Change price when you adjust commercial policy. Mark as reserved when you take a deposit to avoid double sales.

3. 3

   Close the sale

   When the vehicle is delivered, mark it sold. History stays on record for reporting and follow-up.

Steps

1. 1

   Review new leads

   Inbound contacts from web, stivo.es, calls, or WhatsApp appear in the dashboard. Prioritize by source or intent.

2. 2

   Assign and log activity

   Route each lead to the right salesperson and log calls, visits, or messages to keep context.

3. 3

   Move through the pipeline

   Update stage (new, contacted, visit, proposal, closed) so management has pipeline visibility.

Steps

1. 1

   Open the contact conversation

   From the lead record, open the unified thread. You will see recent messages and vehicle interest when available.

2. 2

   Reply with context

   Use templates for common questions and personalize with up-to-date stock and pricing from inventory.

3. 3

   Schedule follow-up

   If the customer does not reply, set a reminder or task to resume the conversation at the right time.

Steps

1. 1

   Enable listing on stivo.es

   On the inventory record, turn on publish to stivo.es when the car is ready to go live.

2. 2

   Check required fields

   Price, photos, mileage, and description must be complete. Incomplete listings may stay in draft.

3. 3

   Verify the live listing

   Open stivo.es and search for your dealership to confirm the listing looks correct on mobile and desktop.

Steps

1. 1

   Review active integrations

   In settings you will see connected portals. If one is missing, contact support to enable it.

2. 2

   Publish from inventory

   When adding or updating a vehicle, select channels where it should appear. Changes propagate per integration rules.

3. 3

   Monitor sync errors

   If a portal rejects a listing, check the alert on the record, fix data, and resend.

Steps

1. 1

   Define FAQs and brand tone

   Add answers to common questions (hours, finance, warranties) and the voice it should use.

2. 2

   Set boundaries and handoff

   Specify topics that must go to a human and when to create a task or notify sales.

3. 3

   Test before going live

   Run test conversations across scenarios. When results match expectations, enable the agent on agreed channels.

Steps

1. 1

   Generate documentation

   From the sale workflow, pick templates (reservation, contract, handover) and fill customer and vehicle data.

2. 2

   Send for signature

   Share the e-sign link. The system logs opens and signatures so admin stays in control.

3. 3

   Archive on the record

   Signed documents stay linked to the contact and vehicle for future reference or audits.