Complete How-To Guide
How to use every MarketSync feature
Everything your team needs — from installing the extension to appraising a trade, decoding a VIN, pricing to market and asking the AI assistant. Follow the steps for any feature below.
1. Getting started
Create your account and get the whole team into the dashboard.
- 1 Go to Sign up free and create your account — name, email, password. No credit card for the 30-day trial.
- 2 The first account at a rooftop becomes the Owner / Dealer Admin. From Profile & Settings you can invite salespeople and managers by email.
- 3 Each teammate signs in at the login page and lands on their own dashboard. The left menu is your navigation; the top bar stays fixed as you scroll.
2. Install the Chrome extension
The extension is what fills out Facebook Marketplace for you. Install it once per computer.
- 1 In the dashboard top bar, click Install extension to open the Chrome Web Store listing, then click Add to Chrome.
- 2 Pin the MarketSync icon to your toolbar so it's always one click away.
- 3 Click the icon and log in with the same email/password. The popup now shows your live vehicle queue with a Post button and a safe-to-post indicator on each car.
3. Post a vehicle to Facebook Marketplace
- 1 Open Facebook and go to Marketplace → Create new listing → Vehicle.
- 2 Open the MarketSync popup and pick the vehicle you want to list. Click Post.
- 3 The extension fills in every field — year, make, model, mileage, price, description and photos — from your inventory.
- 4 Review, then click Facebook's Publish. Done in seconds instead of minutes.
4. Sync your inventory automatically
- 1 In Settings → Inventory, add your dealership website or inventory feed URL.
- 2 MarketSync pulls in every vehicle — photos, specs, price and description — and keeps it current.
- 3 When a car sells or the price changes on your site, the queue updates so you never post a stale unit.
You can also add or edit a vehicle by hand from the Inventory page if it isn't on your feed yet.
5. Generate AI listing copy — in any language
AI Boost
- 1 On any vehicle, generate the AI description with one click — MarketSync writes a persuasive, Marketplace-ready listing from the car's specs.
- 2 Prefer another language? In the extension, use the language selector above the post fields to generate the description in French, Spanish or any of 14+ languages.
- 3 Your chosen language is remembered per rep, so every future listing comes out in it automatically.
6. Photo overlays & AI Vision scoring
- 1 Turn on photo overlays in settings to stamp your phone number or dealer logo onto listing photos automatically.
- 2 With AI Vision AI Boost, MarketSync scores every photo for quality and coverage — are the exterior, interior, dash and engine all shown?
- 3 It picks the strongest hero image so your best shot leads the listing.
7. Work leads in the sales pipeline
- 1 Open the Pipeline page. New Marketplace leads land here and move through stages — New, Contacted, Appointment, Sold.
- 2 Drag a lead between stages or open it to log notes and book an appointment. You'll get appointment reminders so nothing slips.
- 3 Need a fast reply? Use AI reply drafts AI Boost to draft a friendly response to any lead in one click.
- 4 Mark a lead Sold to record who closed it — that feeds the leaderboard.
8. Track the team on the leaderboard
- 1 Open Leaderboard to see the podium — top reps by sales, plus a full ranked table.
- 2 Switch the timeframe (week / month) to run friendly competitions and spot who needs coaching.
- 3 Managers see everyone; salespeople see where they stand.
9. Appraise a trade-in (with disclosure & summary PDFs)
The Trade Appraisal page turns a walk-around into a signed, branded paper trail — like vAuto, streamlined.
- 1 Open Appraisal from the left menu and enter the VIN. MarketSync decodes it to pre-fill the year, make, model and full build.
- 2 Fill the Customer Information form and the disclosure — every condition question is on there, matching the standard format.
- 3 The logged-in salesperson is attached automatically; confirm or edit the name in the Sales Rep field at the top.
- 4 Click Notify Appraiser (right beside the rep) to ping a manager for a number — the menu shows all managers.
- 5 Save as PDF: you get a branded MarketSync disclosure with signature areas for customer and dealer (names printed), plus a Customer Summary Sheet.
- 6 Need factory docs for the trade? The decode panel has OEM brochure and window sticker buttons right at the top.
10. Pull a Carfax on every car
- 1 On the Inventory page, every car card has a branded Carfax button beside the brochure button.
- 2 Click it to open that vehicle's Carfax report directly — no hunting, no extra tabs opening.
- 3 Share it with a shopper on the spot to build trust and speed up the deal.
11. Decode a VIN & get window stickers
Inventory Intelligence
- 1 Open a vehicle and click Decode VIN. You get a rich breakdown — trim, engine, drivetrain, factory options and more (50+ fields).
- 2 Generate the factory window sticker to see original MSRP and equipment.
- 3 Produce a branded dealer brochure AI Boost to hand to shoppers or print for the lot.
12. Inventory Intelligence & Turn Rate
Inventory Intelligence
- 1 Open Insights for health scores across your lot — what's fresh, what's aging, what needs a price move.
- 2 Each unit shows a Turn Rate score based on days-on-lot, so you can act on slow movers before they cost you.
- 3 Run the Inventory Scan right on the Inventory page to surface pricing and merchandising gaps.
- 4 Review the Weekly Lot Health Report for a plain-language summary of what to restock and reprice.
13. Price prediction & market snapshot
Inventory Intelligence
- 1 On a vehicle, open the Market Price Report for a live US & Canada price-to-market read — where your price sits vs comparable listings.
- 2 Use AI price prediction during appraisal to land on a fair number fast.
- 3 Open the Market Snapshot to see supply, average price and days-to-sell for that year/make/model in your area.
Live market lookups have a fair-use daily cap to keep costs predictable — you'll see a note if you reach it.
14. Ask the MarketSync AI assistant
A floating assistant that actually knows your lot and the market. AI Boost Inventory Intelligence
- 1 Click the Ask MarketSync bubble in the corner of the dashboard.
- 2 Ask real questions and it uses live tools to answer: "Which units are aging 60+ days?", "Anything priced off market?", "How's the RAV4 market?", "Decode this VIN."
- 3 It can also explain how any MarketSync feature works — think of it as this guide, on demand.
15. Change your dashboard language
- 1 Go to Profile & Settings → Language.
- 2 Pick your language from the translate widget — the whole dashboard switches instantly. It's per rep, so your choice doesn't change anyone else's screen.
- 3 Your preference is saved and applied every time you log in, and drives the language of your AI-written Facebook listings too.
16. Manage dealer groups & roles
- 1 Running multiple rooftops? An Owner/Dealer Admin can manage several stores under one group.
- 2 Assign each teammate a role — Manager for store-wide visibility, Salesperson for their own pipeline and listings.
- 3 Roles control what each person sees — leaderboard, appraisals, settings and reports stay with management.
17. Send leads to your CRM
- 1 In Settings → CRM, add your CRM's lead email or endpoint.
- 2 New Marketplace leads are delivered as standard ADF/XML, so they drop straight into your existing workflow.
- 3 Keep working leads in the MarketSync pipeline, your CRM, or both — they stay in sync.
18. CRM: contacts, leads, tasks & calendar
The CRM menu (green) opens the page; the arrow beside it expands its sub-items. Every lead, appraisal and sale lands on one customer record.
- 1 Add / Search Customers — search every contact by name, email or phone. Sold Customers jumps straight to a filtered list of sold / F&I / delivered deals.
- 2 New Leads — Marketplace and other leads, each showing the assigned salesperson (auto-routed by a random pick within the matching new/used team).
- 3 Appointments — a month calendar of every booking. Book one from a customer's record ("Book appointment") and it shows on the calendar, with calendar-link buttons for the rep.
- 4 Tasks — your follow-up queue. Automation and lead routing drop tasks here automatically so nothing slips.
- 5 On the activity timeline, tap ↩ Reply on an inbound message to answer by email (sends) or log a text/call reply.
19. Reports & custom report builder
The Reports menu (red) is manager-only. It stacks your store's key reports and a build-your-own tool.
- 1 Executive summary, Inventory mix & aging (0–30/31–60/61–90/90+ buckets, by colour, mileage, make), and Sales analysis (what sold, days-to-sell).
- 2 Custom report — pick a data source (Sold deals per rep or Inventory), a salesperson or status, a date range, and which columns to show.
- 3 Export CSV — the sold-deals report exports the full 40-column layout for your spreadsheet.
20. Desk a deal
- 1 Open CRM → Desk a Deal, or click Desk a deal on any sold / delivered customer record.
- 2 Pick the customer, then fill the F&I desk record — delivery date/time, F&I manager, deposit, deal type, term, plates, products, commissions, GM survey and more.
- 3 Saved values flow straight into the sold-deals report and its CSV export.
21. Automation & follow-up tasks
The Automation page is every automated text & email in one place — flip them on, edit the wording, or rewrite with AI. Compliance kill-switches run behind the scenes.
- 1 Toggle campaigns across the pipeline, post-delivery retention, reviews, referrals, equity, and birthdays/holidays.
- 2 Sales-rep tasks — turn on Next-Day Reach-Out, 30-Day and 90-Day Follow-Up. Instead of messaging the customer, these drop a follow-up task on the lead's assigned rep (they show in CRM → Tasks). Off by default.
- 3 Set global bits (Google review link, referral bonus, service URL, house numbers, business hours) once and every template uses them.
22. Teams & the Settings hub
Open Settings from the gear icon at the top right. Everything lives under one set of tabs: Team, Account, Branding, Language, Billing, AI Boost, Dealer Group, Dealer Management, Security.
- 1 Team — pick a team from the dropdown: Sales and Management are your login users; Service, Admin, Cleanup and Lot are simple name rosters (no logins) you add and remove.
- 2 Each tab shows only its own settings, so the page stays tidy.
23. Turn features on or off
- 1 Go to Settings → Dealer Management → Features.
- 2 Flip any feature (Website, Automation, Equity Mining, Inventory Intelligence, Appraisals, Reports) off to hide it from the menu for your whole store — turn it back on anytime.
- 3 The left menu is colour-coded by area and starts collapsed — click a section name to open its page, or the arrow to expand its items.
Ready to put it to work?
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