Overview - Managing Leads

Overview - Managing Leads

The Dashboard is the hub of AutoPlayAuto.com.  It's where all your leads are automatically captured to, where leads are loaded from, and the main screen that is used to manage your leads along the road-to-the-sale.

Watch the short video below to find out more about how to manage leads via the Dashboard.



Watch the short video below to find out more about Managing Leads



If you need more detail on anything to do with managing leads, check out the support articles listed below.
  1. How To Allocate Leads To Another User
  2. How To Track Lead Type, Source, Campaign and Origin
  3. How To Use Dashboard Search Filters To Find Your Leads
  4. What Is The Listing Activity Screen For?
  5. What Is The Customer Activity Screen Used For?
  6. How To Bulk Manage Leads (Bulk Allocating or Bulk Close)
  7. How To Upload Leads Via CSV File Import
  8. How To Download A List Of Your Leads
  9. How To Update Lead Progress
  10. How To Update Lead Interest
  11. How To Record Finance & Lease Quotes On Leads
  12. Adding Notes To My Leads
  13. How To Close A Lead As Won
  14. How To Close A Lead As Lost
  15. How To Manage Your Overdue & Stalled Leads
  16. How To Add Listing(s) To Your Lead
  17. How To Push Lead Data To Finance & Insurance Providers
  18. How To View Lead History
  19. How To Communicate with a Customer from the Lead
  20. Be Backs (AUS)
  21. How To Merge Leads


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