Bulk Create Leads from Address Book

Bulk Create Leads from Address Book

Users that have access to the Bulk lead management options are now able to create leads in Bulk directly from the Address Book

This functionality works well with the filtering options built into the customer dashboard and could be used with
  1. Contact Labels
  2. Lead Labels
  3. Customer Previous Vehicle History

Workflow

Clicking on the multi select option within the search header will open up the ability to select multiple contacts



When Multiple contacts have been selected, the Bulk Manage options will be available in the 3 dot menu




This will then present the user with some basic options required to create the leads




  1. User: Select the user that the leads will be allocated to
  2. Lead Source: Select the Source the leads will have
  3. Lead Campaign: Select the Campaign that the leads will have (optional on most accounts)
  4. Lead Type: Select the Lead type the leads will have
  5. Listing: Select a listing for the leads
  6. Lead Notes: Pre Load any notes into the leads
  7. Event Type: Pre Load an Event on the leads
  8. Event Title
  9. Event Date/Time
  10. Event Notes



    • Related Articles

    • Overview - Managing Contacts Via The Address Book

      Watch the short video below to find out more about how to create and manage your contact database via the 'Address Book' screen in autoplayauto.com The 'Address Book' contains all of the customers/contacts that exist in AutoPlay.  If you have ...

    • How To Search For Contacts In The Address Book

      The Address Book is the home of all the contacts that are created in autoplayauto.com - a count of the total records is listed in the red header (shown as 'Contacts (54) in the screenshot below).  As each dealership could have hundreds of thousands ...

    • How To Import Contacts To Your Address Book

      It is possible to Import Contacts from a CSV file into autoplayauto.com via the Address Book.  To do so click on the Import Contacts button pictured below (highlighted with red underline).  You can then elect to add directly to a 'Contact Group', ...

    • How To Add A New Contact Via The Address Book

      All leads in AutoPlay must be attached to a Contact record.  Contacts can be added to AutoPlay in several ways Via Customer Integration with a DMS or CRM system Via Leads captured via API or Email Capture Via 'Import Contacts' in the Address Book or ...

    • How To Manage Your Individual Contacts (Incl Opt Out, Groups, Activity And History)

      To view an existing contact click on the record from the Address Book.  This will open the View Contact screen. At the very top of the screen you will see icons for; Days Since Last Contacted - shows the number of days since an Email Response, SMS, ...