When a user is assigned to the Role, the 'Hub' filter will display on the Sales Pipeline Dashboard.
- This will display the Hub(s) that have been created - in the screenshot below we have created two hubs 'Wellington' and 'Auckland'.
- Individual Dealer(s) can be selected.
- On selection of the Hub title e.g., 'Wellington' all Dealers within that hub will be selected, to clear the selection click the Hub again.
- Keyword Search and normal filters apply to refine your search for the Lead you wish to review.
- When a Lead is selected from a Dealer Hub the 'Lead Summary' displays
- This includes a 'General' section which shows 'Dealer', 'Allocated To' and 'Progress'.
- In addition Test Drive, Appraisal and Lead History also displays.