Overview - UK Lead Tracker
For UK Clients there is the option of tracking Leads on a Listing. These tracked Leads will give an indication at the Listing level any interest that has been expressed on the Vehicle, the Source of that interest and provide the option of capturing age, gender and location of the customer. To keep things simple no additional Customer information will be stored, and instead of a list screen for the created records, visibility of the leads is via reporting and summary screens.
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UK Lead Tracker - Pricing Activity
From the Listing screen, click on the 'Listing Activity' option (from the '3 dot more menu') The Listing Summary pop-up will display and the Pricing Activity section on the bottom right can be expanded. This provides an overview of the number ...
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 ...
UK - Creating a Lead from the Vehicle Registry Screen
In addition to creating a tracked Lead from the Listing Screen, Users can also create tracked Leads from the Vehicle Registry screen. Click on the '+ icon' in the Grey action menu bar, and the Lead and Test Drive options display, click Lead. The New ...
UK Lead Tracker - Managing Lead and Test Drive Sources
Source information is stored on both the Lead and Test Drive, and is administered by navigating to Sales Pipeline Settings/Test Drive Sources. Autoplay Staff and users who have the 'Manage Sources and Campaigns' Role (Managers can edit, otherwise ...
Overview - Adding Leads
Loading a lead in AutoPlayAuto.com is incredibly easy. Watch the short video below to find out more about how to manually load a lead. If you need more detail about how to add leads to AutoPlayAuto.com check out the support articles below. How To ...