Onboarding Timeline
Activation confirmed
Our onboarding team has been notified and will reach out within one business day.
Kickoff & configuration
A short call to confirm your dealership details, map your sales team, and align on the finance products and lenders you offer.
Historical pull
A one-time backfill of your last 12 months of finalized F&I deals. This seeds your dashboards, leaderboards, and audit baseline so day one already has context.
Scheduled syncs go live
Multiple syncs throughout each business day keep SalesLane current with every finalized deal in CDK Drive, so leaderboards, commissions, and audit history stay live as deals close.
Direct contact
1 minuteWho should we call to start onboarding?
Fortellis gave us the dealership's main line. This gets us straight to the right person — an account rep will be in touch to walk through your options.
Your DMS records deals. Your CRM manages relationships. SalesLane keeps score, live on every screen in the store.
Questions in the meantime?
Reach the onboarding team directly, or explore the platform.