5. Lead Parser Setup

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. 

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. 

Showroom - New Lead: Add N