In December 2019 the Lead screen was modified to include three new icon's on the top right hand side of the screen. Email icon - shows the number of emails sent to the customer in a red circle. On click of the icon it will bring up a 'New Email ...
It is important that you always update where your leads are at in the road-to-the-sale whenever you finish managing a lead. You can do this using the 'Progress' field. When updated the 'Progress' shows in the 'Progress' column, and can be filtered ...
Watch the short video below to find out more about using the Sales Pipeline Dashboard. The Dashboard is the home of all the leads captured automatically, or entered manually in the Sales Pipeline. The leads you will first see within the Dashboard ...
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 ...
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 ...