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The Admin Dashboard is your hub for managing customer engagement, communications, and operations. Use the collapsible left-hand menu to access key modules like campaigns, calendar, reports, and more. Admins and Site Managers also unlock advanced ...
Reports Guide
? OktoRocket Reports Overview The Reports module in OktoRocket gives you access to a powerful set of insights that span calling activity, marketing performance, repair order productivity, and advisor or tech sales. Below is a full list of the ...
OktoRocket Release Notes
OktoRocket Release Notes - January 15, 2025 Features Introduced a new capability on the Calendar (for use with the v2 Scheduler only, and the new Calendar update - currently by request only but soon to be Generally Available) to create Blockers for ...
How to Create a New User in OktoRocket
How to Create a New User in OktoRocket This step-by-step guide is intended for site managers and administrators who are responsible for onboarding new users in OktoRocket. The instructions below cover everything from accessing the Users tab to ...