When starting a contract, your customer will agree to each entry in the Agreement Summary.
The Agreement Summary is initially created with your implementation specialist while setting up Dealerware but can be fully customized by employees with the admin permission.
To add a new entry to the Agreement Summary:
- Login to my.dealerware.com
- Select Settings > Agreement Summary in the main menu
- Select + ADD ITEM
- Input the text for the new entry
- Select Add
To configure an entry in the Agreement Summary:
- Login to my.dealerware.com
- Select Settings > Agreement Summary in the main menu
- Select the pencil icon to edit the text
- Select Save
- Select the Six dots to the left of the entry to drag and drop the entry and reorder the Agreement Summary
To delete an entry from the Agreement Summary:
- Login to my.dealerware.com
- Select Settings > Agreement Summary in the main menu
- Select the trashcan next to the relevant entry
- Select Delete
