Getting Started with Car Dealer 5

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Getting Started with Car Dealer 5

Car Dealer 5 has developed far beyond a simple vehicle stock system.

Your dealer administration area can now bring together vehicle stock, website content, leads, diary events, workflow, valuations, Telegram services, finance integrations, advertising feeds and wider dealership administration.

We are currently developing a new guided help and walkthrough system that will provide more detailed, step-by-step assistance inside the platform.

Until that is ready, this page provides a practical overview of the main areas of Car Dealer 5 and where to begin.

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Start with your dealer dashboard

Once you log in, your dashboard gives you access to the main areas of your Car Dealer 5 account.

Depending on your package and connected services, this may include:

  • Vehicle stock
  • Website leads
  • Manually added leads
  • Diary events
  • Workflow improvements
  • Website settings
  • Page content
  • Finance integrations
  • Advertising feeds
  • Telegram services
  • Vehicle valuations
  • CD5 Insight
  • DMS-5
  • Support tickets

The exact options shown will depend on the services available to your dealership.

Adding your first vehicle

Vehicle stock can be added manually or through connected services such as VRM vehicle data or AutoTrader Connect.

When adding a vehicle manually, the usual process is:

  1. Open the vehicle stock area.
  2. Select the option to add a vehicle.
  3. Enter the vehicle registration where applicable.
  4. Review or complete the vehicle details.
  5. Add the retail price.
  6. Write or review the vehicle description.
  7. Add specification and preparation information.
  8. Upload the vehicle photographs.
  9. Add video or finance information where required.
  10. Set the vehicle status so it can appear on your website.

Depending on your package, vehicle data may be retrieved automatically from the registration number, reducing the amount of information you need to enter manually.

What vehicle information can be stored?

A Car Dealer 5 vehicle record can contain much more than the make, model and price.

Available information can include:

  • Registration number
  • Make, model and derivative
  • Registration date
  • Mileage
  • Fuel type
  • Transmission
  • Engine size
  • Body style
  • Colour
  • Number of doors and seats
  • Price
  • Vehicle description
  • Standard and optional equipment
  • Running costs and emissions
  • Finance information
  • Vehicle images and video
  • Preparation status
  • Purchase and cost information within DMS-5

Uploading and managing vehicle images

Vehicle images can be uploaded in groups rather than one at a time.

Once uploaded, you can usually:

  • Review the full image set
  • Rotate images where required
  • Reorder images using drag and drop
  • Select the main vehicle image
  • Remove unwanted images
  • Apply supported image overlays

Where stock is connected through AutoTrader Connect, vehicle details and images can be imported from Dealer Portal according to the connected feed configuration.

Adding vehicle video

Supported packages allow video content to be connected to individual vehicle adverts.

This may include YouTube walkarounds, interior demonstrations, feature videos or remote viewing content.

The video link is added against the relevant vehicle record so that it can appear on the vehicle detail page.

Making a vehicle live on your website

A vehicle must have the correct status before it appears publicly.

Depending on the terminology used in your account, this may be shown as:

  • On Forecourt
  • Live
  • Available
  • Published

Before publishing, check that the price, mileage, description, main image and contact options are correct.

Editing or removing a vehicle

Vehicles can be reopened from the stock area whenever information needs to be changed.

You can update:

  • Price
  • Mileage
  • Description
  • Specification
  • Photographs
  • Video
  • Finance information
  • Vehicle status

When a vehicle is sold, it can be removed from live stock or moved into a sold or archived section, depending on the options available within your package.

Managing your website information

Your website settings area allows you to manage key dealership information.

This can include:

  • Dealership name
  • Telephone numbers
  • Email addresses
  • Address
  • Opening hours
  • Map and direction links
  • Homepage content
  • Social media links
  • Legal and regulatory information

Keep this information accurate, as it may appear in several places across your website and customer communications.

Editing website pages

Where page editing is available, you can manage dealership content without changing the underlying website code.

Editable pages may include:

  • About Us
  • Finance
  • Part Exchange
  • Warranty
  • Vehicle Sourcing
  • Nationwide Delivery
  • Customer Reviews
  • Contact information
  • Frequently Asked Questions

Some pages are system pages required by the Car Dealer 5 platform. These may be editable only in certain areas or may not be removable.

Page titles and descriptions

Page titles and meta descriptions help search engines and potential visitors understand what each page is about.

Where controls are available, use:

  • A clear page title
  • A concise description of the page
  • One main heading
  • Useful and original page content

Avoid repeating the same keywords unnaturally or copying the same text across several pages.

Dealers requiring additional help with website content and search visibility can ask about ProSEO.

Managing your website menu

The menu controls determine which available pages are shown to website visitors and the order in which they appear.

When managing the menu:

  1. Select the pages you want visitors to see.
  2. Use clear and concise menu labels.
  3. Place the most important pages first.
  4. Avoid showing duplicate or unused pages.
  5. Check the menu on both desktop and mobile after making changes.

Good menu labels include terms such as Stock, Finance, Part Exchange, About Us and Contact.

Managing customer leads

Website enquiries can be recorded within the Car Dealer 5 leads system.

A lead can include:

  • Customer contact details
  • Vehicle of interest
  • Customer message
  • Part-exchange information
  • Enquiry source
  • Staff notes
  • Previous contact
  • Diary events
  • Proposed next actions

Open each new lead, review the details, record the action taken and set the next step where appropriate.

Adding leads received elsewhere

Not every customer enquiry arrives through the website.

The Add Lead facility allows you to record enquiries received through:

  • Telephone
  • Walk-in
  • WhatsApp
  • Facebook
  • Instagram
  • Email
  • Other sources

This helps keep your customer information and follow-up activity in one place.

Using diary and workflow

Diary and workflow tools help you manage what needs to happen next.

You can use them to:

  • Schedule customer calls
  • Create viewing appointments
  • Record follow-up dates
  • Add proposed next actions
  • Review overdue tasks
  • Identify leads that have not been followed up
  • Improve accountability across the dealership

The workflow area is designed to highlight customer activity that may otherwise be missed.

Using Telegram with Car Dealer 5

Selected Car Dealer 5 services can be connected to Telegram.

Depending on your package and enabled services, Telegram can be used for:

  • Vehicle valuations
  • MOT and vehicle history information
  • New lead notifications
  • Supported customer replies
  • Support ticket updates
  • Sending screenshots and files
  • Two-factor authentication
  • Important platform alerts

Telegram provides quick mobile access to selected functions but does not replace the main dealer administration area.

Using vehicle valuations

Eligible dealers can access vehicle valuations through the Car Dealer 5 platform or connected Telegram services.

Depending on the connected valuation service, available information may include:

  • Trade valuation
  • Retail valuation
  • Part-exchange position
  • MOT history
  • Serious advisories
  • Keeper changes
  • Stolen or scrapped indicators
  • Import and export information

Valuations should always be considered alongside condition, service history, preparation costs, specification and your own appraisal.

Using DMS-5

DMS-5 provides wider dealer management functionality for applicable accounts.

It can help manage:

  • Vehicle purchases
  • Vehicle sales
  • Customers
  • Suppliers
  • Invoices
  • Vehicle costs
  • Deal documentation
  • Stock administration
  • Reporting

When adding a purchased vehicle, you can record relevant purchase information and costs alongside the stock record.

Using CD5 Insight

CD5 Insight helps you understand how customers are interacting with your website and stock.

Depending on the available reporting, you can review:

  • Vehicle page views
  • Unique visitors
  • Popular vehicles
  • Underperforming stock
  • Search engine traffic
  • Advertising referrals
  • Direct visits
  • Other identifiable traffic sources

This information can support decisions about pricing, advertising, photographs, descriptions and stock presentation.

Finance and advertising integrations

Finance and advertising connections are configured according to the services your dealership uses.

Before requesting an integration, make sure you have:

  • An active account with the third-party provider
  • The required account or dealer reference
  • Any integration code or credentials supplied by the provider
  • Approval to connect the service where required

Our team can confirm which providers are supported and what information is needed.

Using support tickets

The Car Dealer 5 support ticket system keeps requests organised and connected to your dealer account.

When raising a ticket:

  • Use a clear subject
  • Explain what you were trying to do
  • Describe what happened
  • Include the relevant vehicle or page where possible
  • Attach screenshots or files if they help explain the issue

Clear information helps the support team understand and resolve requests more quickly.

You cannot break the platform by looking around

The best way to become familiar with Car Dealer 5 is to explore the administration area and review the options available to your account.

However, take care when:

  • Deleting vehicles or leads
  • Changing domain or email settings
  • Removing website pages
  • Changing finance integrations
  • Editing live website content
  • Changing user access or security settings

Where you are unsure, save a copy of the existing content or contact support before making a major change.

A new help and walkthrough system is coming

Car Dealer 5 is currently building a more detailed help experience for dealers.

The planned system will provide clearer guidance inside the platform, including step-by-step walkthroughs for important tasks.

This is expected to cover areas such as:

  • Adding and editing vehicles
  • Uploading images
  • Managing leads
  • Creating diary events
  • Fixing workflow issues
  • Editing website content
  • Using Telegram
  • Accessing valuations
  • Using DMS-5
  • Managing integrations

Until the new help system is available, this page will continue to provide a general overview rather than screen-by-screen instructions that may become outdated as the platform develops.

Frequently asked questions

Do I need formal training?

Most dealers can begin using the main stock and website controls without formal training. More advanced areas may require guidance depending on the services enabled.

Can I add stock from my phone?

Many administration functions can be accessed from a suitable mobile device, although uploading and managing large numbers of images may be easier on a larger screen.

Can stock be imported from AutoTrader?

Eligible dealers using AutoTrader Connect can have supported vehicle data and images transferred according to the connected feed setup.

Can I change my own website content?

Yes. Applicable pages and dealership settings can be edited through the dealer administration area.

Can I change page titles and descriptions?

Controls are available for supported pages and packages. Dealers requiring additional search support can ask about ProSEO.

How do I get help?

Use the Car Dealer 5 support ticket system so your request is recorded and linked to your dealer account.

Will the new walkthrough replace support?

No. The walkthrough system is intended to make common tasks easier, while support will remain available for account-specific questions and technical issues.

Start with the task you need to complete

You do not need to learn every part of Car Dealer 5 at once.

Begin with the areas you use most often:

  • Add and manage your stock
  • Keep your website information accurate
  • Review every new lead
  • Set follow-ups and diary events
  • Use workflow to find missed actions
  • Use support tickets when you need help

As your dealership uses more of the platform, you can introduce additional services such as Telegram, valuations, Insight and DMS-5.

Call Car Dealer 5 on 01902 203333 or raise a support ticket if you need help with your account.

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