--- title: Managing Dealerships and Daily Tasks description: Help Center --- [Skip to content](https://help.carketa.com/en/knowledge/managing-dealerships-and-daily-tasks#main-content) ![carketa.png](https://help.carketa.com/hs-fs/hubfs/logo3.png?width=35&height=40&name=logo3.png) - [Carketa](https://help.carketa.com/en/knowledge/carketa) - [VelociFI](https://help.carketa.com/en/knowledge/velocifi) - [Contact Support](https://help.carketa.com/en/knowledge/contact-carketa-velocifi-support) Open main navigation Close main navigation - [Carketa](https://help.carketa.com/en/knowledge/carketa) - [VelociFI](https://help.carketa.com/en/knowledge/velocifi) - [Contact Support](https://help.carketa.com/en/knowledge/contact-carketa-velocifi-support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.carketa.com/en/knowledge?hsLang=en) 2. [VelociFI](https://help.carketa.com/en/knowledge/velocifi?hsLang=en) 3. [Manage](https://help.carketa.com/en/knowledge/velocifi?hsLang=en#manage) # Managing Dealerships and Daily Tasks ## The Manage module is an agent’s central workspace for organizing and tracking dealership relationships. It consolidates dealerships, tasks, notes, engagement data, and route planning—helping agents manage daily workflows and follow-ups efficiently. ### **Page Summary** The Manage page is divided into six tabs: 1. **My Dealerships** – View and organize your assigned or prospect dealerships. 2. **Tasks** – Track upcoming calls, follow-ups, and visits. 3. **Notes** – Log interactions and updates for each dealer. 4. **Page Views** – See which dealers are engaging with shared reports or dashboards. 5. **Lists** – Group dealerships for outreach, reporting, or travel planning. 6. **Routes** – Plan dealer visits and track trip completion. ![Screenshot 2025-10-14 at 3.40.23 PM](https://help.carketa.com/hs-fs/hubfs/Screenshot%202025-10-14%20at%203.40.23%20PM.png?width=670&height=313&name=Screenshot%202025-10-14%20at%203.40.23%20PM.png) --- ### **My Dealerships Tab** **Purpose:** Displays all dealerships assigned to or followed by the agent, with quick metrics and CRM-style interactions. **Top Metrics:** - **Total Dealerships** – Count segmented by status (Active, Prospect). - **Avg. Inventory** – Average number of vehicles across assigned dealerships. - **Avg. Last Month Sales** – Combined sales volume for the past month. - **Avg. Days on Lot** – Average time vehicles remain unsold. **Table Columns:** | **Column** | **Description** | | --- | --- | | **Assigned** | Initials or avatar of the assigned agent. | | **Dealer Name** | Clickable link to open dealer profile. | | **Status** | Dealer classification (Active, Prospect, Inactive). | | **Inventory** | Total vehicles currently on lot. | | **Sales** | Vehicles sold in the last 30 days. | | **Days on Lot** | Average age of current inventory. | | **Turnover** | Sales rate relative to inventory. | | **Updated At** | Date of last activity or data refresh. | | **Contact / Tasks / Notes** | Quick links to corresponding dealer CRM actions. | **User Actions:** - Filter by status (All, Active, Prospect, etc.) - Search by dealer name - Open tasks or notes directly from the icons - Adjust rows per page for longer lists --- ### **Tasks Tab** **Purpose:** Tracks all pending tasks linked to dealerships, ensuring timely follow-ups and accountability. **Columns:** | **Column** | **Description** | | --- | --- | | **Dealer Name** | Linked to the associated dealership. | | **Due Date** | Date the task is scheduled for. | | **Task** | Task description (e.g., call, visit, email). | | **Contact** | Linked contact or quick action button. | **User Actions:** - Search or filter by dealer name or keyword - Mark tasks complete (if enabled) - Add or edit tasks through the dealer detail view --- ### **Notes Tab** **Purpose:** Centralized view of all dealer-related notes, meeting summaries, or call logs. **Columns:** | **Column** | **Description** | | --- | --- | | **Dealer Name** | Associated dealership. | | **Date** | Timestamp of the note. | | **# Note(s)** | Total notes linked to that dealer. | | **Most Recent Note** | Snippet of the latest entry. | | **Contact** | Quick contact option (if available). | **User Actions:** - Click a note to view or edit - Add new notes directly or via dealer profile - Filter by date or dealer name --- ### **Page Views Tab** **Purpose:** Shows engagement analytics for shared VelociFI pages, such as reports or dashboards. **Columns:** | **Column** | **Description** | | --- | --- | | **Dealer Name** | Linked dealership. | | **First Viewed / Last Viewed** | Timestamps of first and latest access. | | **Total Views** | Total number of page views. | **User Actions:** - Click any dealer to open the **Public Page Stats** modal with detailed engagement breakdown by device (Desktop, Mobile). **Notes:** Use this data to identify highly engaged or inactive dealers. --- ### **Lists Tab** **Purpose:** Allows agents to group dealerships for outreach, reporting, and route planning. **Layout:** - **Left Panel:** - Status Lists (Active, Prospect, Inactive, Ignore) - - Custom Lists (agent-created folders) - - Add New (+) to create a new list or save current filters - **Right Panel:** - Dealer table with columns for Dealer Name, Status, Location, ZIP, URL, and Notes **User Actions:** - Manage membership (add/remove dealers) - Search or export list to CSV - Open dealer details or notes **Notes:** Lists sync with other modules, including Market Insights and Routes. --- ### **Routes Tab** **Purpose:** Plan, organize, and track travel routes for in-person dealer visits. **Columns:** | **Column** | **Description** | | --- | --- | | **Route** | Name and date (e.g., “Lehi – 09/29/25”). | | **Created** | Route creation date. | | **# Dealerships** | Number of dealers on the route. | | **Total Distance / Route Time** | Estimated travel distance and time. | | **Completed** | Marks route as finished. | | **Settings (⋮)** | Edit or delete options. | **User Actions:** - Search routes by name or date - Review distance and travel time before visiting **Notes:** Routes integrate with dealer visit tracking and can sync with mobile devices or calendars. --- ### **Tips** - Use **Lists** and **Routes** together for regional planning. - Check **Page Views** before outreach to prioritize interested dealers. - Keep **Notes** updated for clear account history. - [Carketa](https://help.carketa.com/en/knowledge/carketa?hsLang=en#main-content) - [General](https://help.carketa.com/en/knowledge/carketa?hsLang=en#general) - [Appraisal](https://help.carketa.com/en/knowledge/carketa?hsLang=en#appraisal) - [Recon](https://help.carketa.com/en/knowledge/carketa?hsLang=en#recon) - [Inventory Pricing](https://help.carketa.com/en/knowledge/carketa?hsLang=en#inventory-pricing) - [Inspection](https://help.carketa.com/en/knowledge/carketa?hsLang=en#inspection) - [Sales Packet](https://help.carketa.com/en/knowledge/carketa?hsLang=en#sales-packet) - [Settings](https://help.carketa.com/en/knowledge/carketa?hsLang=en#settings) - 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