Automation
How To Manage Lead Sources
Overview Lead Sources can be accessed via Settings>Sales Pipeline Settings>Lead Sources in the main navigation menu. To view the Lead Campaign Settings screen you will need to have the Manage Sources and Campaigns Role enabled. When flagged as a ...
Write Up Fees
You can set up Write Up Fees via Settings>Sales Pipeline Settings>Write Up Fees if the user is ticked as a manager in the Role Management - Lead Manager Admin. The Fees screen allows you to give your Fee a name and 'Default' cost which can be applied ...
How To Set Up Write Up Terms And Conditions
When completing a Test Drive Form you need to set up both a Form template, and have Test Drive T&C's loaded to your account. 1. How To Set Up A Write Up Form When you create a Write Up Form you will see that there is a drop down labelled 'Write Up ...
How To Set Up Test Drive T&C's And Form Templates
When completing a Test Drive Form you need to set up both a Form template, and have Test Drive T&C's loaded to your account. 1. How To Set Up A Test Drive Form When you create a Test Drive Form you will see that there is a drop down labelled 'Test ...
How To Add A Loan Car Form & Loan Car T&C's
When completing a Loan Car Form you need to set up both a Form template, and Loan Car T&C's loaded to your account. 1. How To Set Up A Loan Car Form When you create a Loan Vehicle Form you will see that there is a drop down labelled 'Loan Vehicle ...
How To Manage Lead Campaigns and Sub Campaigns
Overview Lead Campaigns can be accessed via Settings>Sales Pipeline Settings>Lead Campaigns in the main navigation menu. To view the Lead Campaign Settings screen you will need to have the Manage Sources and Campaigns Role enabled. When flagged as a ...
Lead Management - How To Set Up Recipients For New Electronic Leads
The Lead Management screen is used to manage the first recipients of new electronic leads that are captured automatically. The Lead Manager screen operates independently from the Manage Leads role which controls lead visibility, whilst the Lead ...
Customising Customer Profile Groups and Items
Customer Profile Groups You can set up groupings for your Customer Profile screen via the 'Customer Profile Groups screen under 'Settings>Sales Pipeline Settings'. To access the screen you need to be a manager in the Role Management - Lead Manager ...