UK Lead Tracker
UK Lead Tracker - Managing Lead and Test Drive Sources
Source information is stored on both the Lead and Test Drive, and is administered by navigating to Sales Pipeline Settings/Test Drive Sources. Autoplay Staff and users who have the 'Manage Sources and Campaigns' Role (Managers can edit, otherwise ...
UK Lead Tracker - Pricing Activity
From the Listing screen, click on the 'Listing Activity' option (from the '3 dot more menu') The Listing Summary pop-up will display and the Pricing Activity section on the bottom right can be expanded. This provides an overview of the number ...
UK - Creating a Lead from the Vehicle Registry Screen
In addition to creating a tracked Lead from the Listing Screen, Users can also create tracked Leads from the Vehicle Registry screen. Click on the '+ icon' in the Grey action menu bar, and the Lead and Test Drive options display, click Lead. The New ...
UK - Creating a Test Drive from the Listing Screen
On click of the 'blue +' icon in the Activity column, the Test Drive and Lead options display. Click Test Drive and the 'New Test Drive' option displays See the Guide - Auto Test Drive UK - Creating a Test Drive
UK - Creating a Tracked Lead from the Listing Screen
From the Listing List screen, click the 'blue +' icon in the Activity column. The 'New Lead' pop-up will display. The Listing is pulled through automatically The 'Top 5' Sources display, with an option of selecting from the full list of Sources ...
Overview - UK Lead Tracker
For UK Clients there is the option of tracking Leads on a Listing. These tracked Leads will give an indication at the Listing level any interest that has been expressed on the Vehicle, the Source of that interest and provide the option of capturing ...