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Internal Onboarding

Your Name (person entering this data) *

First

Last

Dealership Name *

Dealership Website / URL *

Desired Start Date *

BIlling Start Date *

All billing starts on the !st of the month

Quoted Base Price

Sold by

LSP or other Third-Party Sales

Sales Person

First

Last

Window Sticker Service

HomeNet
NetLook
Other
None
Unknown

Window Sticker Notes

Options

1) AI on Landing Page
2) AI on Dealer's WebSite
3) Other

Option 1 Cost

Option 2 Cost

Option 3 Cost

Billing Contact

First

Last

Billing Contact Email

Billing Contact Phone

Dealership's Billing Address

Address Line 1

Address Line 2

City

State

Zip Code

Name on Credit Card

First

Last

Credit Card Type

Visa
Master Card
AMEX
PayPal
Other

Payment Method Notes

Credit Card Number

Exp. Month

Two Digits

Exp. Year

Two or Four Digits

CVV Code

Billing Zip Code

Dealership Sales Tax Rate

Dealership's Sales Hours

Example: Mon 8am-9pm, Tue 8:30am-9pm, etc.

Dealership Timezone

Pacific
Mountain
Central
Eastern
Hawaii

Dealership location timezone

Dealership Website Financing URL

Dealership Website Trade-in URL

CarFax URL

Get from examining URL on dealerships website when viewing a dealership's vehicle CarFax Report

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