Setting up a Lead Parser (Sales and Service)

We have added a new lead parser screen that can be managed by any user that has access to the "Leads" tab. The lead parser is a user-friendly tool that will help dealerships setup customized parsers for each lead source/subject line. Having lead parsers setup will increase daily productivity, speeding up the time it takes to convert a lead into a customer/prospect, while searching the database for a match based on key information found using the parser.Â

The following icons will display to the left of each Source in all of the Lead tabs: New, Unsold and Lead History. The end goal will be to see the next to each Source.

represents "No Parser Setup - right click to Parse Lead"

represents a "Potential parser malfunction - right click to update parser"

represents "Parsed Properly"
Right click on any lead to "View Parser". The Custom Parse Tool screen will display as shown to the right.Â
Showroom - New Lead: Add N
ew ProspectWhen converting any showroom lead into a new prospect, DealerMine will now leave the lead details on the right hand side of the screen for easy cross-referencing, improving the process and eliminating entry mistakes on customer details.
