Released on 11/13/2024
- New Feature: Auto-Lead Assignment
- Manager Tools > Lead Assignment Settings
Step 1: Enabling Auto Lead Assignment
Managers:
- Manager Tools > Lead Assignment Settings > Configuration
- This is your Settings page to enable the feature and set your lead time limit expiration
Step 2: Set the Schedule
- This is a customizable setting for your dealership
- Set the days/hours you would like the round-robin lead assignment feature to enable
- Schedule > New Event or New Recurring Event
Step 3: Review Reporting
- The reporting tab will provide a look at the actions taken on each lead, and the movement that occurred on the assignments.
- It will provide a total response time for each lead
Managers: How to Set Up Auto Lead Assignment Feature
Salesperson:
- A salesperson must “opt-in” to enable auto lead assignment
- This is voluntary if a salesperson would like to opt-in
- A salesperson can opt-in within their User Settings
Salesperson: Video Tutorial to Opt-In for Auto Lead Assignment
Important to Note:
- This could be used as after-hours only, or an all-day round-robin feature
- A manager can opt-out a salesperson, which will override the salesperson settings if needed
- Navigate to the “Sales Consultants” tab and uncheck the “Allow After Hours” next to the salesperson name
2. Feature Improvement: Daily Store Log
- Added a column to display who created the log entry
- This will assist dealers when they have more than 1 person adding activity to the daily log
*Bug Fixes
- Pending Sales Log: Missing deal properties
- ProRevver Notifiers
*Other Noteables:
- Hubspot: Moving one-off product processing
- Hubspot: Contact updates and changes
- Hubspot: Add boats as products