We have combined service and showroom leads into one easy to use I-Leads management screen.  The screen will default to All, giving you options using radio buttons to view Service or Showroom. The left hand side of the screen will show all email addresses setup in your DealerMine system that are used to funnel leads through your outside lead providers.
From the Options drop down:Â
Add Lead Assignment
Delete Selected Item
Lead Sources by Email Domain
This screen offers various options to better managing your incoming leads such as the following:
Inactive - you have the ability to mark any lead email domain as inactive. Inactive leads will not be displayed on the Leads screen in DealerMine.Â
Assignee - you have the ability to choose an Assignee for any lead.  If an assignee is chosen all incoming leads will go directly to that person and any other users who have access to view all leads. Sales Managers by default have access to view all leads. This option can be set in User Setup > User Access > Leads > View All Leads
Round Robin - choose Round Robin in the assignee list and you will be presented with another option to select the users to round robin between. DealerMine will round robin between users who have logged in at least once on the current day. If a user in the round robin list has not logged into DealerMine they will not receive any leads via round robin. Round robin will only be in effect during operational hours for the corresponding department. (Service/Sales) Any leads coming in during after business hours will not start to round robin until your dealership opens again based on the operational hours set.
Add Up to Traffic Log - if this option is checked off for any Showroom lead, that lead will automatically populate on the Traffic Log for the specified Assignee. This helps if you'd like to count certain Showroom leads on your daily Traffic Log.Â
Up Type - the Up Type drop down will populate from the "Traffic Types" in Showroom Configuration. If a Traffic Type is deleted in "Traffic Types" in Showroom Configuration they it will not display in the drop down for "Up Type".
Media Source - the Media Source drop down in I Leads populates from Showroom Configuration > Media Source. If a Media Source is deleted in "Media Source" in Showroom Configuration it will not display in the Media Source drop down in I Leads.
No-Response Alert - DealerMine will send you an alert after the selected number of minutes if a lead has not yet been handled, meaning it has not been linked to a customer and no contact has been made. The minimum # of minutes for alert notifications is 5 and can go up to 60 minutes. We displaying 11 different ranges under the "No-Response Alert" to choose from, starting with 5-9 minutes. Â
Reassign Lead - Leads that have a chosen Assignee or are set to Round Robin can be setup to be reassigned automatically if not handled in the specified time frame chosen in No-Response Alert. The leads will always be reassigned via round robin to the next user available. I.e. Assignee is JIM-L and the No-Response alert is set for 10 minutes. After 10 minutes the lead will be reassigned via round robin if JIM-L has not handled this lead in that amount of time. Round Robin can only select a user that has logged in today.
Alert Notification Email - if No-Response Alert is set then you must choose any user(s) from the list to receive an email notification that there are leads waiting to be handled.
Showroom Lead - the final column is for display purposes only to show which leads are showroom vs. service.
Note:
Now when a Lead has not been responded to based on the settings in I-Leads an Email Alert will go out to the user stating "There is a lead for "source name" that has not been dealt with in # of minutes" Please view this lead in DealerMine. If Round Robin is on the Lead will automatically be reassigned to the next person in the list, if not dealt with in the specified amount of time. An email will also be sent to the new and old assignee stating "The lead has been reassigned to person's name. Please login to dealermine and respond to the lead.  If the lead is not responded to within the next 5 minutes it will be reassigned to the next available user." DealerMine will also record that the lead has been reassigned from Employee 1 to Employee 2 in Contact History.