Getting Started with SalesLane

From contact sales to live on the floor.

Most dealerships go from signed contract to live on the showroom floor the same day. Here's the walkthrough.

Provisioning and first login

  1. Contact sales. SalesLane provisions your dealership, creates your admin account, and confirms your scope. You'll receive an email with admin login and a link to the dealerforecast.com dashboard.
  2. Log in at dealerforecast.com. Your admin account has full access to dealership settings, role hierarchy, goal configuration, and the team directory.
  3. Invite your team. Add salespeople, F&I managers, sales managers, specialists, and reception staff. Assign each a role. Send invites. Each team member gets an email with a secure login link, sets their own password, and downloads the mobile app.

First TV live

  1. Pair your first Showroom TV. Buy an Apple TV from Best Buy or order the SalesLane hardware bundle. Install SalesLaneTV from the tvOS App Store, launch the app, and scan the QR code from a phone or laptop signed into dealerforecast.com. Pick dealership scope. Full walkthrough: Pairing a Showroom TV.
  2. Log the first deal. Walk the floor with your team. As salespeople close deals, the sales manager at the desk logs each one in SalesLane. Within minutes, the leaderboard on the Showroom TV starts moving.

Working patterns

  1. Turn the Showroom TV on in the morning. Leave it on. Sleep mode handles overnight automatically (default 8 PM to 8 AM, configurable).
  2. Set goals. In settings, configure monthly goals for New, Used, and CPO, plus front and back gross targets. Goals drive the progress rings on the leaderboard and the objectives view in the rotating KPI bar.
  3. Add more TVs. Pair additional Showroom TVs wherever your team needs eyes on the numbers. Mix scopes as you go (dealership scope for the floor, group scope for executive offices).

DMS reconciliation (if eligible)

  1. If your store runs CDK Drive. Your rep can activate the Fortellis reconciliation backstop, which pulls F&I sales on a schedule to catch any deal your team didn't log and surface final financial data as deals age. Details: CDK Integration via Fortellis.

Support

Questions getting up and running? Email [email protected] or ask your SalesLane implementation rep directly. The product is designed to run itself. Most of the work is showing your team what's already on the Showroom TV.

Ready to go? Start with What Is SalesLane? for the overview, or contact sales to get provisioned.