How To Create A Lead From A Listing

How To Create A Lead From A Listing

You can create a lead directly from a listing.  Open 'Listings>View Listing' and click on the + button located in the grey action menu.  Select the 'Lead' option to create a new lead.  The Listing you were viewing will automatically be added against the lead you have created.



    • Related Articles

    • How To Manually Create A Lead

      There are several ways to create a new Lead in autoplayauto.com. Via Prospect Activity   Via Address Book Via Listings Via Dashboard Via Appraisals Dashboard or Standalone Appraisals This support article will focus on loading a lead via the Sales ...
    • How To Add Listing(s) To Your Lead

      When you are first loading a lead, where possible we recommend you qualify all your leads to a Listing.  This can be done by clicking on the green 'SELECT LISTING' button toward the bottom of the New Lead screen. On this screen you can search for the ...
    • UK - Creating a Tracked Lead from the Listing Screen

      From the Listing List screen, click the 'blue +' icon in the Activity column. The 'New Lead' pop-up will display.  The Listing is pulled through automatically The 'Top 5' Sources display, with an option of selecting from the full list of Sources ...
    • How To Track Lead Type, Source, Campaign and Origin

      One of the most important benefits of effective lead management is the ability to track where your leads are coming from.  In AutoPlayAuto.com there are 4 types of tracking that is possible; Lead Type Lead Source Lead Campaign Lead Origin Wherever ...
    • How To Create A Lead, Test Drive, Loan Vehicle or Prospect From A Contact Record

      When viewing a Contact via the Address Book it's possible to use this as the starting point for creating an interaction with a Contact record.  To do so select the + button in the grey action menu.  There will be options to; Email - allows the user ...