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Managing Leads

How Leads Work

All leads are distributed to the nearest dealer via zip code.  When a lead is received in your area 2 things will happen.  First it will send you an email with all of lead information.  Second it will also log it into your leads in the dealer portal.  Read below to see how they can be accessed below.

Accessing Leads

To access leads simple click the “Leads” link located in the left hand side menu.   This

Leads Page

The “Leads” page has a general outline of all your leads.

General features here include:

  • General Search
  • Bulk Edit:  Check the box of the ones you want to edit.  Then click the Bulk Actions drop down, select edit then apply.  This will open one record that you can edit and update.  It will update all selected warranties.  (Please note the only thing to bulk edit on the warranties is the status.)
  • Column Sort: Sort by any column by clicking the arrows on the top of a row.

Other features include:

  • Rearrange Columns: Click & drag columns
  • Change Column Sizes
  • Inline Editing: Click the inline edit toggle & then click the edit pencil to make changes right there on that page.
Rearranging Columns
Resizing Columns
Inline Editing

Lead Detail Page

You can click on any lead to access the “Lead Detail Page” where you can see all information & edit / update the lead.

Lead Status

There are 4 status options you can set your leads organized.  This is set from the drop down on the right-hand side of the “Lead Detail Page”.

  • New Leads: New leads come in with this status.  They are new and not dealt with yet.
  • Open Leads: Leads you have contacted and are still not finished with.
  • Contacted: These leads have been contacted and no further action is needed.
  • Sold Leads: These leads have been sold and are scheduled for spray or have been sprayed.

The status of these will also be updated in your statistics page.

Add New Leads

You can also add leads from other sources to keep track of in one place.

From either the “Leads” page or the “Lead Detail Page”, click the “Add New Lead” button on the top of the page.

  • Title: The title can be whatever you choose.
  • Save: You can save or publish the lead on the right hand side