How To Set Up In Market Leads Preferences

How To Set Up In Market Leads Preferences

If no Company or individual In Market Leads preferences are set up then the screen will default to the generic matching criteria outlined below.
  1. Listing Date Range = Last 7 Days
  2. Listing Type = All
  3. Listing Status = All
  4. Lead Date Range = Last 30 Days
  5. Lead Status = All
  6. Make & Model ticked
In Market Leads matching criteria can be set at the Dealership account level, or by individual users.  Watch the short video below to find out more.


1.  For your Dealership
The Dealership can also choose to customise the criteria that determines the matching via SETTINGS>SALES PIPELINE SETTINGS>IN MARKET SETTINGS.  The settings selected here will become the default for every user within the account.  The criteria selected in In Market Settings will determine what listings and leads are matched.

The 'Details' section allows you to specify the types of Listings and Leads that you want to match against.
  1. Listing Date Range - Select which listings you want to appear in the In Market Leads screen.  Select from Today, Yesterday, Last 7 Days, Last 14 Days, Last 30 Days options.  Selecting Last 7 Days will result in the In Market Leads screen only showing matches against listings that we created, or price dropped in the last 7 days.
  2. Listing Type - Select whether you want to match against New Listings, Price Decrease or Appraisal or all types.  
  3. Listing Status - Select whether you want to match against Current or Pending Listings
  4. Lead Date Range - Select the age of leads you want to match against.  Select from Leads created in the Last 7 Days, Last 30 Days, Last 60 Days or Last 90 Days
  5. Lead Status - Select whether you want to match against Open Leads or Closed Lost Leads (you cannot match against Close Won Leads)
  6. Lead Interest - Select whether you want to match against Leads of any 'Interest', or those at 'Cold', 'Warm' or 'Hot' only
  7. Create Listing Notifications - Select whether you want to generate an in-app Notification whenever a new In Market Lead is matched.  The setting here will take precedence over the notification setting in the In Market Leads role
  8. Send Daily Notification Emails - Select whether you want to receive the daily email each morning advising you of the previous days matches.  This check box takes precedence over the settings in the In Market Leads role




The 'Listing Matching Criteria' section allows you to specify the criteria for what you consider an In Market match.
  1. Make - Ticking this will mean that only the exact same Make will be considered an In Market Leads match
  2. Model - Ticking this will mean that only the exact same Model will be considered an In Market Leads match
  3. Variant - Ticking this will mean that only an exact Variant match will be considered an In Market Leads match
  4. Body Type - Ticking this will mean that only an exact Body Type match will be considered an In Market Leads match
  5. Engine CC - Ticking this will mean that the Engine CC will match in 3 groupings - Small <1500cc, Medium 1501cc - 2500cc, Large >2500cc
  6. Transmission - Ticking this will mean that only an exact Transmission match will be considered an In Market Leads match
  7. Drive Train - Ticking this will mean that only an exact Drive Train match will be considered an In Market Leads match
  8. Fuel Type - Ticking this will mean that only an exact Fuel Type match will be considered an In Market Leads match
  9. Colour - Ticking this will mean that only an exact Colour match will be considered an In Market Leads match
  10. Seats - Ticking this will mean that only an exact Seats match will be considered an In Market Leads match
  11. Exact Year - Ticking this will mean that only an exact Year match will be considered an In Market Leads match
  12. Year Range - You can select an upper an lower range that will determine how close in age In Market Leads need to be in order to match
  13. Price Range - You can select an upper an lower range that will determine how close in price In Market Leads need to be in order to match
  14. Odometer Range - You can select an upper an lower range that will determine how close in Odometer In Market Leads need to be in order to match


Note ticking the Variant, Body Type, Transmission etc will mean that the In Market Leads will only match when there are exact matches for all of the fields ticked.  If you do not want to risk missing out on matching leads it is recommended you select less rigid matching criteria. 


2.  For individual Users
It is also possible for individual Users to set their own preferences for In Market Matching.  Users can do this via the PREFERENCES button located on the grey action menu within the IN MARKET LEADS screen.  Any selections made here will become the default for the logged in user and will take priority over the dealership/yard wide settings determined in the IN MARKET SETTINGS screen.




The PREFERENCES screen works exactly the same as the IN MARKET SETTINGS screen - allowing users to set the 'Details' and 'Listing Matching Criteria' as required.



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