Lead Labels
New to AutoPlay in the 22.4.1 April Release is the addition of a new Lead Labels function that will allow the provisioning and attribution of Custom Label Tags to be added to leads. These Labels can help paint the Customer Journey more thoroughly in AutoPlay by highlighting specific features of where the lead was generated from or manually after the lead has been created so that the Sales People and end data users (Via the AutoPlay Lead API) have a broader vision of the Customer.
The provisioning of Labels can be done at both a Dealership and a Dealer Group level.
Provisioning and Roles
Lead Label Role
This is an account wide setting that will allow the Lead Labels to be visible to all users within the account.
This is an account wide setting that will allow the Lead Labels to be visible to all users within the account.
Lead Label Admin Screen
To have access to the Lead Label Admin Screen a user will need to be a Manager in an existing Role - Lead Manager Admin. The menu Item is found within the Sales Pipeline Settings Menu, 'Lead Label Types'.
From within this screen use the + button to add an additional Lead Label
In this screen you will be prompted to select;
Group - Used for selecting a Dealer Group if the user is working from within a Parent Reporting Account. Dealerships can select the Any Group option
Label - This is the text that will appear on the label
Colour - The colour can be used to colour the bubble of the Label on the Lead
VMS ID - Able to store a Third Party ID in this field if required
Active - When checked this Label will be visible on leads. When Unchecking a Label the user will be prompted if they would like to remove the label from existing leads or keep it attached an Inactive
Group - Used for selecting a Dealer Group if the user is working from within a Parent Reporting Account. Dealerships can select the Any Group option
Label - This is the text that will appear on the label
Colour - The colour can be used to colour the bubble of the Label on the Lead
VMS ID - Able to store a Third Party ID in this field if required
Active - When checked this Label will be visible on leads. When Unchecking a Label the user will be prompted if they would like to remove the label from existing leads or keep it attached an Inactive
Lead Details and Adding / Removing a Lead Label
Lead Labels can be added both on ingest (via the AutoPlay Lead API with the correct values submit, or via an email lead - this will need unique mapping work so please contact support if you require this service) or manually to an existing lead. The Labels appear prominently at the top of the lead, and there is no limit to how many can be added at any one time.
To Add or Remove a Label
Select the Label tag that sits underneath the Lead ID within the Lead Detail screen
Clicking this will bring a pop up screen that will allow you to select or remove Labels from the lead
Lead Dashboard
The Lead Dashboard has also been upgraded with a new Filter that will allow for Labels to be searched. If multiple are selected, this will act as an OR search
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