What is the icon on the far right of the screen?

What is the icon on the far right of the screen?

The icon on the far right of the Dashboard is the Lead Origin.  The Lead Origin is another layer of tracking independent of the Lead Source and Lead Campaign.  The Lead Origin icon can be hovered over to reveal if the lead was manually loaded, captured via email, or loaded via an API.  You can also use the Lead Origin filter to narrow down your leads by these options.

    • Related Articles

    • Where are all my filters?

      In keeping the screen uncluttered and easy to use, when you initially open the Dashboard you'll see only the most commonly used filters for Status (Open, Closed), Users, Yards and Lead Progress (i.e. Awaiting Action, Test Drive etc).  If you expand ...
    • Why am I not seeing some sources that I know I have loaded leads against?

      The Lead Source filter shows only Active Lead Sources by default. To view inactive sources that might have leads against them click on the 'Include Inactive' checkbox.  'Inactive' Sources are displayed in italic and red font.
    • How do I use the filters on Listings, Dashboard, Vehicle Registry, Vehicle Appraisals etc?

      On all the Dashboard screens there will be a limited number of filters visible on the screen.  You can click on any of these filters to narrow down the visible leads.  To view more available filters you can click on the expand filters button next to ...
    • Why am I seeing so many Lead Sources & Campaigns?

      To speed up the Dashboard we've changed how the Lead Source and Campaign filters work.  Instead of returning only those with currently filtered to leads, the list shows all of the Sources/Campaigns available to your dealership - sometimes resulting ...
    • How do I search my listings?

      You can use the keyword search to find any listings you want to view or edit.  You can search by Make/Model, Variant, Stock Number, Rego using the keyword search - just type in and click on the search icon, or hit enter to search.  You can also ...