The Lead History tab will show all internet leads attached to the customer profile.Â
There are two tabs at the top of the lead to switch between service leads and showroom leads.Â
Service Lead History
The columns under this tab for service leads are:
ApptDate - If an appointment was booked from this lead the date and time of the appointment will show under the ApptDate column.
Last Contact - The most recent contact attempt on the customer
Origin Date -Displays the date and time the lead was received
Age -Â Displays how many days the lead has been in the system for
Resp Time - Displays the time it took the lead to be completed
First NameÂ
Last Name
Source - The source from which the lead came fromÂ
SubjectÂ
Assignee - The user the lead is assigned toÂ
CommentsÂ
Cust # - The DealerMine customer number
Deleted byÂ
By right clicking on a lead more options will display:
View Details - View Details will bring up the details of the lead
Mark as completed - allows the user to make the lead as completed
Delete LeadÂ
Unlink Lead - Removes the link to the customer profile
Showroom Lead History
The columns under the showroom tab are:
Star - Watchlist
Magnifying Glass - Saved Searches
Arrow - Trades
Last Contact - The most recent contact attempt on the customer
Origin Date - Displays the date and time the lead was received
Age - Displays how many days the lead has been in the system for
Resp Time - Displays the time it took the lead to be completed
First Name
Last Name
Source
Subject
Assignee - The user the lead is assigned toÂ
StatusÂ
Department - New or Used
Cust # - DealerMine customer or prospect number
Deleted by
By right clicking on a showroom lead there are a few more option than service leads.
Mark as completed
View Details
Unlink Lead
Recycle
Duplicate LeadÂ
Change Source