Accessing Your Leads

The Leads page shows all active and closed leads per dealership. This page also allows users to add, edit, view, delete, and search for leads. A filter is also available if users wish to view their respective leads.

1. Adding or Updating a Lead

A user can add or update existing leads into the portal. Input the information of each lead (as seen below) and click the Save Changes button to save the leads into the system. 

2. Lookup Customer

Details of the selected customer will be prefilled in the Contact, Address/Company, and Referrer Details sections of the lead entry form. These details are not editable on this page but can be edited in the Customer management area. 

3. Notes

The Notes section in the Lead entry form allows users to manage any important information related to the Lead that you want to note down. Changes to Notes will only be included in the database when it's saved.

4. Tasks

The Tasks section in the Lead entry form allows users to manage tasks to be done for the Lead, as well as the due date and the user assignment.

Changes to Tasks menu will only be confirmed and saved into the database when the Save button is clicked, so if a user had accidentally made any changes in the Task section, the user can click the cancel button to disregard all the changes made. There’s no cause for alarm since this change is not yet reflected in the database.

You can also view all the tasks that has been input in the Tasks menu. This will help you see all the tasks that need to be done. 

5. Categories of a Lead

A category of a lead represents the progress of a lead in the sales lifecycle. When a lead’s category is changed, this triggers a process flow that involves creating a customer and an opportunity. Below is the list of categories and its description.

• Leads In – The default category when a new lead is added.
• Contact Made – Initiated contact with the customer. This creates a customer record and an opportunity record in the portal.
• Quote Sent – Quote is sent to the customer. This creates a customer record and an opportunity record in the portal if none exist.
• Customer Accepted – Customer accepts the quote. This creates a customer record and an opportunity record in the portal if none exist.
• Deal Won – The lead has been won. This creates a customer record and an opportunity record in the portal if none exist. This will also change the opportunity won. At this point, the Lead cannot be edited.
• Nurture, Recycle – The lead has been lost. This won’t create a customer record but will create a lost opportunity record. At this point, the Lead cannot be edited.