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 Prospect & CRM integration with your DMS. If you do integrate with your DMS for Prospects then the DMS should be the originator of these records.
To activate the ability to manually create Prospect Activity in AutoPlayAuto.com set up the Create Prospects role. With this role enabled there will be a + button in the grey action menu - click on this to begin creating your own Prospect Follow Up record.
When manually loading Prospect Activity the first thing that is required is to select a customer record. This is done exactly the same as when loading a lead.
- You can manually type in customer details - the compulsory fields are marked with an * and can be changed in Mandatory Fields in My Company.
- You can type in some basic customer info and click on the green 'LOOKUP' button - allowing you to match against existing customers in your database.
- You can click on the camera icon in the grey action menu to scan the customers Drivers Licence or Business Card. Click HERE to find out more about Licence Scanning.
All you need to do on the following screen is to finish setting up the Activity, Action, Event, Date/Time, Title and Notes. When you have finished creating your Prospect Activity click on 'SAVE' to finish.
Check out Managing Prospect Activity for information on how to complete your Prospect Activity record.
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