UK - Creating a Lead from the Vehicle Registry Screen

In addition to creating a tracked Lead from the Listing Screen, Users can also create tracked Leads from the Vehicle Registry screen.

Click on the '+ icon' in the Grey action menu bar, and the Lead and Test Drive options display, click Lead. 

The New Lead pop-up will display, but unlike creating a lead from the Listing screen, where the Listing is already populated, when creating it from the Vehicle Registry screen it will give you the option of  Selecting  a Listing to add to your Lead.

Select Listing, and you are returned to the New Lead pop-up.  (See Creating A Lead from a Listing for more information)

• Related Articles

• Overview - UK Lead Tracker

  For UK Clients there is the option of tracking Leads on a Listing.   These tracked Leads will give an indication at the Listing level any interest that has been expressed on the Vehicle, the Source of that interest and provide the option of capturing ...

• UK - Creating a Tracked Lead from the Listing Screen

  From the Listing List screen, click the 'blue +' icon in the Activity column. The 'New Lead' pop-up will display.  The Listing is pulled through automatically The 'Top 5' Sources display, with an option of selecting from the full list of Sources ...

• UK Lead Tracker - Pricing Activity

  From the Listing screen, click on the 'Listing Activity' option (from the '3 dot more menu')     The Listing Summary pop-up will display and the Pricing Activity section on the bottom right can be expanded.   This provides an overview of the number ...

• How To Use The Vehicle Registry

  The 'Vehicle Registry' is a screen that shows all of the vehicles that have either been taken for a Test Drive, or have been loaned out using a Loan Car Form.  This allows dealerships to view in one place where all of their vehicles are at any one ...

• UK - Creating a Test Drive from the Listing Screen

  On click of the 'blue +' icon in the Activity column, the Test Drive and Lead options display.   Click Test Drive and the 'New Test Drive' option displays See the Guide - Auto Test Drive UK - Creating a Test Drive