From your Dashboard, select the "Quick UP" or "New Lead" Button in the upper navigation bar of the screen. Depending on your interface you will see one of these options to open a customer entry form. 

Required Fields: 

  • Customer name
  • Customer email address (The CRM requires you to get the customer's email address. If the customer does not have an email address, check the "Customer Has No Email Address" box )
  • Lead Type: Select the lead type (e.g., Showroom Floor, Internet, etc.). 
  • Lead Source (Select the lead source (e.g., website, referral, etc.)


Additional Fields:

  • Lead:
    • Trade-In: Enter details about the customer's trade
    • Salesperson: Select the salesperson responsible for the lead.
    • Secondary Salesperson: (Optional) Select a secondary salesperson.
    • Manager: (Optional) Select the manager responsible for the lead.
    • F&I: (Optional) Select the F&I manager responsible for the lead.
    • BDC Rep: (Optional) Select the BDC representative responsible for the lead.
    • Lead Date: Enter the date the lead was created.
    • Lead Type: Select the lead type (e.g., Showroom Floor, Internet, etc.).
    • Lead Source: Select the lead source (e.g., website, referral, etc.).
    • Interest: Enter the customer's vehicle of interest.
    • Comments/Notes: Add any additional comments or notes about the lead.

Important Notes:

  • The store requires you to get the customer's email address. If the customer does not have an email address, check the "Customer Has No Email Address" box.
  •  If you are going to send a text message to the customer, you must enter their cell phone number in the Mobile Ph field.
  • The store requires you to enter the correct lead type and lead source. This information helps the store track the effectiveness of its marketing efforts.