How To Set Up In Market Leads Access

The ‘In Market Leads’ screen is located within the 'Sales Pipeline' section in the main navigation menu.  The function allows Dealerships and Sales People to automatically match leads captured previous when new listings are added, or the price of an existing listing is decreased.

The In Market Leads screen is visible to any user with the ‘In Market Leads’ role. 

1. If a user is ticked as ‘Manager’ within the role the user will receive the daily In Market Leads Report email.  The visibility of matches in the In Market Leads screens is linked to the Lead Manager role.
   
2. If the user is a Lead Manager they can see matches against leads from users they share the Lead Manager role with. If not ticked as a Manager user sees matches against only leads they have allocated to them.
   

The In Market Leads screen can be set up at the Dealership/Yard level or for individual users.  You can read more about the In Market Leads role HERE.

• Related Articles

• Overview - In Market Leads

  In Market Leads enables Dealerships and Sales People to automatically match new or price dropped listings against previously captured leads - making buyer matching easy.  Watch the short video to find out more about In Market Leads matching. More ...

• Buyer Matching With In Market Leads

  In Market Leads enables Dealerships and Sales People to automatically match new or price dropped listings and appraisals against previously captured leads - making buyer matching easy.  Watch the short video to find out more about In Market Leads ...

• How To Set Up In Market Leads Preferences

  If no Company or individual In Market Leads preferences are set up then the screen will default to the generic matching criteria outlined below. Listing Date Range = Last 7 Days Listing Type = All Listing Status = All Lead Date Range = Last 30 Days ...

• How To Allocate New Leads

  There are two ways to allocate leads; When a new lead is received you can allocate using the email alert You can allocate leads from the View Lead screen within AutoPlayAuto.com How To Allocate New Leads When an electronic lead is captured it will ...

• Multiple Open Leads Warning

  When creating new leads manually in AutoPlayAuto.com, when loading leads against customer records if they have any other leads loaded against them it will clearly display this to users.  However when electronic leads are captured we have received ...