Modera Salesfront
This is a documentation repository for Modera Salesfront products. To contact support team please go to Help Center
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Integrations
- UCL integration nuances
- ss.lv publishing nuances
- Auto24 publishing nuances
- Autoplius integration nuances
- Modix publishing nuances
- Automaster integration
Salesman Dashboard
Pipe: Stock controller dashboard
Inside pipe view
Chat
- Set up chat operator workspace
- Chat with visitors
- Chat Settings
- Chat view for Salesman
- Chat view for Customer
- Chat display when offline
- Chat Q&A
- Flow diagram
- Custom integration
- Channels extension
Extending Salesfront
Leads & Customers
- How to create a new lead / customer
- How to process incoming leads
- Create and manage tasks
- Resolve duplicate customer profiles
Lectern
Modera Showroom for iOS and Modera TV for Android
Offers
- Create a new offer on warehouse car
- Create a new offer from pricelist
- Create an offer for inactive pricelist car
- Configure offer vehicle
- Offer vehicle price adjustments
- Adding extras to an offer: Standard set
- Adding extras to an offer: Adding from PDM
- Adding extras to an offer: Dealer specific
- Adding trade-in vehicle to an offer
- Offer finance calculator
- Sales agreement
- Assign offer to customer
- Offer status update (rejected/accepted)
- Removing accessories sheet from offer pdf
- Change vehicle behind the offer to different model from stock
- Changing vehicle behind the offer to a similar from stock
- Offer lifecycle
- Offline Offers
- Salesfront Profit calculator
- Adding 4% price increase line and disclaimer (Toyota dealers)
- Insurance on offer
- Profit calculator logic
Queue
- Modera Queue
- Queue TV set-up
- Queue ticket screen set-up
- How to add and manage Queue tabs
- Customizing queue ticket screen
- Configuring TV screen columns
Salestab
Test drive calendar
Tools
- Managing users and access level
- Managing user groups
- Manage e-mail notifications
- Manage dealership locations
- Editing offer template (default)
- Settings
- Financing settings
- Setup Master/Slave connection
- Managing the Pricelist
- Sales funnel report
- Trade-In
Warehouse
- Pipe Stock Controller dashboard
- Import warehouse from external systems
- RSDM Toyota/Lexus API
- RSDM import logic
- Populate warehouse manually (pricelist cars)
- Populate warehouse manually (offline specs)
- Verifying warehouse cars
- Select pipe vehicles to update
- Update pipe stage progress
- Adding accessories to pipe vehicle
- View vehicle pipe update history
- Cancel vehicle pipe updates
- Editing warehouse car
- Removing warehouse car
- Modify the Price Tag printout
- Publishing stock car to website warehouse
- Refresh Spec Data
Cars tab
Pricelist manager data input rules
Внесение данных в Pricelist manager
Processes
eIDeasy - electronic signature
Adding a car for sale
Offering a car to the customer
Toyota: Adding a vehicle to stock
Used car module
Eesti sõiduki maksud 2025. aastast – Kuidas neid pakkumistes kajastada
Invoicing
Sales consultant settings
Reports
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Latest updates
New Sales Dashboard
Screenshot at Feb 14 13-52-26.png
Introducing the refreshed Sales Dashboard, designed to bring a more intuitive interface. Apart from the visual enhancements, the key new features include icons and preview for Test Drive and Trade in and the possibility to sort and filter the entire Dashboard.
Test Drive & Trade in visibility on the new Dashboard
image-20250214-122713.png
These icons are familiar to Salesfront users,…
, multiple selections available,