Managing Leads
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 ...
How To Track Lead Type, Source, Campaign and Origin
One of the most important benefits of effective lead management is the ability to track where your leads are coming from. In AutoPlayAuto.com there are 4 types of tracking that is possible; Lead Type Lead Source Lead Campaign Lead Origin Wherever ...
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 ...
How To Allocate Leads To Another User
In AutoPlayAuto.com you can easily allocate existing leads from within the Dashboard. You can do this from the Dashboard without opening the lead by clicking on the blue + icon. This shortcut popup lets users schedule a new calendar event, send an ...