Manually Creating a Lead

The Lead Source field defines the origin of the lead. You can create a new lead source in the CRM Lists section by following these steps:

1. Expand the CRM section in the sidebar.
2. Click on the CRM Lists link.
3. Select Lead Sources from the navigation bar at the top of the page.
4. Click the +Lead Source button to create a new lead source.

The Referrer is the person who refers a lead to you. This could be another dealer, a workshop, or a marketing representative in the field. To create a new referrer you can use the quick link, or follow these steps:

1. Expand the CRM section in the sidebar.
2. Click on the CRM Lists link.
3. Select Referrer from the navigation bar at the top of the page.
4. Click the +Referrer button to add a new referrer.

The Lead Value field represents the estimated monetary value of a lead. The best input value for this field can be total estimated sale value for this lead. This field helps users assess the potential business impact of each lead at different stages of the sales process. For example it can be used for:

• Stage Assessment: Understand how much business is currently stuck in a particular stage of the sales pipeline.
• Effort Evaluation: Determine the potential revenue that could be generated if additional efforts are made to close the lead successfully.
• Sales Forecasting: Enables better sales forecasting and decision-making by providing a clear view of potential revenue opportunities.

By keeping this field updated, users can make informed decisions and prioritize leads based on their potential value to the business.

The Email Opt-Out field is used to manage email preferences for leads, particularly for marketing or informational emails. Its purpose is to ensure compliance with customer preferences regarding email communication.

• If a customer chooses to unsubscribe from emails, this field is automatically set to No.
• Select No manually if you do not wish to send any promotional or marketing emails to this lead.
• This field helps avoid sending unwanted emails, improving customer satisfaction and adhering to email marketing regulations.

Archiving a lead hides it from the Grid View and the Kanban board, allowing you to focus on active leads while still retaining access to archived ones if needed.

Recovering Archived Leads

To recover archived leads, follow the steps below based on your selected view:

In Kanban View

1. Expand the CRM section in the sidebar and select Leads.
2. Click on Filters in the top bar.
3. In the filters pane, select Archived and enter Yes in the input field below it.
4. Open the desired lead in edit mode and select No from the Archived dropdown list.

In Grid View

1. Select Archived Only from the top header bar to load archived leads.
2. Scroll to the right until you see the Archived column.
3. Click on the Edit icon in the Archived column and select No from the dropdown list.
4. Alternatively, click on the Pencil icon at the start of the row to open the lead in edit mode, then select No from the Archived dropdown list.

Note: A lead is automatically archived when a deal is created for it.

When the "Send Alert to Lead" checkbox is selected, the system automatically sends alert to the lead when vehicles listed under "Interested In" become available. Following notifications are triggered in this case:

• Notifications are sent to the lead if following conditions are met:
  • A valid email must be entered in the Email field.
  • Email Opt Out must be set to No.
  • At least one vehicle must be selected in the "Interested In" field.
  • Archived must be set to No.
• Notifications are always sent to the lead creator (a user in software), regardless of any settings on the Create Lead page.

Note: If a lead submits Lead Form from the front portal, all aforementioned flags are automatically set so that all alerts could be enabled for the lead.