Managing Leads
Lead Locations
Overview With the 24.3.1 Release, the concept of Lead Labels has been applied to accounts that use the Location functionality. Dealerships can choose between two default methods to apply a location to a lead Yard - Similar to how the yard is already ...
Automatic Lead Campaign Activation
AutoPlay has now added the ability to have a campaign automatically applied and expire within a specified time frame. The new functionality builds on the existing structure for editing and creating lead campaigns (as a dealership user you will need ...
Contact Information Request Automation
Created as part of the 23.6.1 release, a new webform has been provisioned to work alongside the AutoPlay automations that will automatically send a communication out to a customer to request any personal data that has not been captured already ...
AutoGrab Customer Recapture - Via Appraisals or Leads
AutoGrab Customer Recapture is now available via AutoPlayAuto.com. AutoGrab Customer Recapture allows dealers to maximise existing customer retention programs by actively retaining customers and vehicles you have had contact with in the past. Within ...
Lead Dashboard Exclusion Filtering
As part of the 22.11.1 release, a new setting has been created to allow for specific selections from the Lead Events, Lead Progress or Lead Labels to be excluded from the returned results on the dashboard. Provisioning This settings is provisioned ...
Fleet Business Leads
Overview To better account for the complete business sales activities, AutoPlay has created a new Lead Type to handle Fleet Business leads. These leads will allow the Fleet team to register multiple listings against a single lead. Leads will have a ...
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 ...
Lead Collaborators Lead Reminders
Included in the 21.8.1 Release is a new function for Lead Collaborators to be able to add a Reminder Event to a lead that is allocated to another user. For this to be available you will need to contact the AutoPlay Support team to enable the ...
Lead Collaborators
With the 21.6.1 Release we have built new functionality to be able to tag Lead Collaborators to a lead and still allow for the Sales Person to retain ownership of the Sales Process. Lead Collaborators are controlled via a Role that can be applied by ...
Ability For AP1 Users To Filter Leads By Users With No Manage Leads Role
In order to help AutoPlay diagnose visibility issues, AutoPlay now has the ability to easily filter to view leads allocated to users that have no Manage Leads role. Within the 'User' drop down there is a new check box for 'Include 'No Role' Users - ...
Trigger Notifications To Other Users With @ Name Tags In Lead Notes and Calendar Event Notes
As of version 20.11.1 you can now tag particular users within the Notes field in AutoPlayAuto.com and they will be sent either an in App, Email or SMS notification. When the '@' key is entered an you begin typing you will see any user matching the ...
Complete ALL Calendar Events When Closing Leads As Won Or Lost
When managing leads user will sometimes find themselves in a scenario when they are closing a lead as Won or Lost where they have outstanding incomplete calendar events. In prior versions of AutoPlayAuto.com we've had the ability to 'Mark all ...
Multiple Open Leads Warning
When creating new leads manually in AutoPlayAuto.com, when loading leads against customer records if they have any other leads loaded against them it will clearly display this to users. However when electronic leads are captured we have received ...
Managing Electronic Leads - Do not allow Source & Campaign modification on electronic leads
Some dealerships may not want their sales team to be able to change the Lead Source or Lead Campaign on any electronic leads (API, DMS integration or email captures). The Company screen will have a setting under ‘Account Preferences’ has a field ...
Adding a Fleet Quote
Creating a Fleet Quote From a Lead Open or Create a Lead From either the Communication icon on the Lead or the Fleet Quote section, add a new 'Fleet Quote'. (See the guide Fleet Quote Builder - Settings for options on adding a Fleet Quote) The below ...
Fleet Quote Builder
This is a specific function built for AHG, that enables a customised email to be created off a Lead, with the various AHG specific modules. The function is role based with the option of accessing the 'Fleet Quote' function via; 1. a seperate ...
Overview - Closing a Lead
The following Support Guides provide instructions and role management options for closing the lead. How To Close a Lead as Lost How To Close a Lead as Won Schedule a Close Lead Follow Up How to Bulk Manage Leads (Bulk Allocating or Bulk Close) Role ...
Using Quick Actions on the Lead Form
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 ...
Viewing Dealer Hub Leads
When a user is assigned to the Role, the 'Hub' filter will display on the Sales Pipeline Dashboard. This will display the Hub(s) that have been created - in the screenshot below we have created two hubs 'Wellington' and 'Auckland'. Individual ...
Overview - Dealer Hub
Dealer Hubs are available for existing Dealer Groups, and allows users to have visibility to view leads across various yards within a Group. To activate a Group Hub a Dealer will need to have the; Hub Yard Management role Dealer Group Type - Dealer ...
Schedule a Close Lost Lead Follow Up
When setting a Lead to Close Lost, there is an option to schedule a follow up event. Populate 'Reason' and date for follow up and click OK. The lead will close and you are returned to the Lead Dashboard. As with Post Sale Follow Up the Lead is ...
How To Communicate with a Customer From the Lead Form
From the Action Menu of the Lead you can click on the 'Communication' Icon to send an Email or SMS. Directly from the icons in the top section of the Lead. This will display in the red circle the number of communications already had with the ...
How To Merge Two Leads into One
On occasion a dealer can have two Leads for the same customer. So we have introduced a function where you can select a maximum of two leads and merge them into one. On the Dashboard, click the 'Multi-Select' Icon ('Multiple Ticks' on the Grey ...
Merge Leads
On occasion a dealer can have two Leads for the same customer. So we have introduced a function where you can select a maximum of two leads and merge them into one. On the Dashboard, click the 'Multi-Select' Icon and select the two leads you wish ...
Be Backs (AUS)
'Be Back' field is to be used when a customer has left the dealership and subsequently returned to the dealership a second time to complete the deal. Is included in Lead Audit and can be used by Australian Dealers for custom reporting.
How To View Lead History
You can see a full history of everything that has happened on the lead via the Lead History popup. The Lead History button can be viewed from the calendar icon in the grey action menu via the 'History' button. This popup displays whenever a user ...
Using The Dashboard Quick Actions Menu To Update Your Leads
Watch the short video below to find out more about updating your Leads using the Dashboard Quick Actions menu.
How To Push Lead Data To Finance & Insurance Providers
AutoPlay has some level of integration with Finance and Insurance providers. As of May 2019 this is limited to the following providers; Provident (Insurance Provider - NZ) UDC (Finance Provider - NZ) If you are a NZ dealership when viewing a lead ...
How To Manage Your Overdue & Stalled Leads
The Sales Pipeline has been designed around showing you what you need to see, when you need to see it. By default the Dashboard shows you leads that need attention 'Now +/- 3 Days' so you are always looking at what you need to do now. This can be ...
How To Close A Lead As Lost
If you have worked a lead as much as possible and are unable to convert to a sale you can select 'Close Lost' to close your lead. The 'Close Lost' button is located in the grey action menu as pictured below. By default any user can 'Close Lost', ...
How To Close A Lead As Won
When you have converted a lead to a sale you can change the Progress to 'Sold' - which will record a sale in reporting but leave your lead open to arrange 'Delivery' or 'Follow Up'. Once you are ready to complete work on your lead you need to mark ...
How To Record Finance & Lease Quotes On Leads
AutoPlayAuto.com has some basic functionality to record if your customer was sent a Finance or Lease Quote. In the 'Lead Details' section there are fields for Finance Quote Date and Lease Quote Date. Once you have selected a date in the Finance ...
How To Update Lead Interest
AutoPlayAuto.com allows sales people to qualify their leads 'Interest' - choosing from 'Not Set', 'Cold', 'Warm' and 'Hot'. The 'Interest' is shown as a coloured icon in the 'Progress' column on your Dashboard. You can filter your leads by Interest ...
How To Update Lead Progress
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 ...
How To Download A List Of Your Leads
From time to time you may want to export your leads to Excel - AutoPlayAuto.com allows you to do this. Next to the search bar you will find a button to 'Show/Hide multi select options' as pictured below. Clicking this button will cause small check ...
How To Upload Leads Via CSV File Import
In AutoPlayAuto.com it is possible to import a excel spreadsheet of leads. This can be done by selecting the 'Import Leads' option in the grey action menu. In order to import leads into AutoPlay you need to use a specific format. The format is ...
How To Bulk Manage Leads (Bulk Allocating or Bulk Close)
With so many leads in your AutoPlayAuto.com Sales Pipeline Dashboard you may need to bulk manage your leads. You can do this via the 'Bulk Manage' menu pictured below provided you have the 'Bulk Manage' role. You can learn more about the 'Bulk ...
What Is The Customer Activity Screen Used For?
The 'Customer Activity' screen allows users to search for a customer record from the Dashboard, then view ALL the activity lodged against the customer. You can access the 'Customer Activity' screen from the action menu on the Dashboard as pictured ...
What Is The Listing Activity Screen For?
The 'Listing Activity' screen can be used to view all the activity on an individual listing. The Listing Activity screen can be accessed from the View/Edit Listing screen and from the Lead Dashboard via the action menu. If you have navigated to the ...
How To Use Dashboard Search Filters To Find Your Leads
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 ...
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