How To Set Up In Market Leads Access

How To Set Up In Market Leads Access

The ‘In Market Leads’ screen is located within the 'Sales Pipeline' section in the main navigation menu.  The function allows Dealerships and Sales People to automatically match leads captured previous when new listings are added, or the price of an existing listing is decreased.




The In Market Leads screen is visible to any user with the ‘In Market Leads’ role. 
  1. If a user is ticked as ‘Manager’ within the role the user will receive the daily In Market Leads Report email.  The visibility of matches in the In Market Leads screens is linked to the Lead Manager role.
  2. If the user is a Lead Manager they can see matches against leads from users they share the Lead Manager role with. If not ticked as a Manager user sees matches against only leads they have allocated to them.
The In Market Leads screen can be set up at the Dealership/Yard level or for individual users.  You can read more about the In Market Leads role HERE.