Role Management Track Email Conversation

Role Management - Track Email Conversation

The Track Email Conversation role enables AutoPlay to capture any reply from the customer  to an AutoPlay Email Response.  Note this is tested across most clients (Outlook, Hotmail, Gmail) but cannot guarantee it will work with all email clients.

When this is enabled an email address is automatically added to any outgoing email. When the customer hits 'Reply' their response will be automatically captured to the lead in the Sales Pipeline. In the Desktop Sales Pipeline this is represented via an 'In' and 'Out' icon in the Messages section. In the iPad it shows this with the green and grey conversation bubbles.

It's also possible in the My Company screen to set up a different Email Reply template - in some cases it may be appropriate to remove the video component from your replies as you have already engaged the customer with your first email. 

 When you view a customer's reply within the Sales Pipeline it is possible to tap on their reply to continue the conversation using the 'Reply To Conversation' button. This will ensure the entire email dialogue between salesperson and customer is all contained within the Sales Pipeline.

HTML5 ONLY 
Managers / Users: this is used just for the notifications.  If one or more users are specified then the notification will only go to that user if they are in the list. A Notification will also be sent to any managers in this role if the dealer's role setting set to do so.  If NO users and/or yards are set then original rules apply - the notification is sent to the lead owner.

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