Managing Prospect & CRM Follow Up
Overview - Prospect & CRM
Not all customer interactions qualify as Leads. Certain Prospecting or CRM Follow Up Activity would be inappropriate to be displayed within the Lead Dashboard. In order to avoid cluttering the Dashboard you can manage your Prospect & CRM Follow Up ...
How To Import Prospect & CRM Follow Up Records From A CSV File
The Prospect Activity screen is designed to work via integration to the DMS, but you can also manually load Prospect Activity, or import a CSV file of Prospect & CRM records. It is recomended that you only import Prospect records via spreadsheet if ...
How To Manually Load Prospect & CRM Follow Up Records
In addition to importing Prospect Activity in bulk via 'Import Prospects' or via integration with your DMS, it is also possible to manually load Prospect & CRM Follow Up records to AutoPlayAuto.com. This is only recommended if you do NOT have ...
How To Manage Prospect & CRM Follow Up
The 'Prospect Activity' screen can be used to manage the dealerships Prospect and CRM Follow Up Activity. This type of follow up often will not qualify as a Lead and as such it might not be desirable to have this type of activity cluttering up your ...