Leads - Reading mode

Leads - Reading mode

In Lead Read mode, the individual areas of the lead are shown and can be called for further actions /EditedBecome:

Re-submission and assignment

In this area, the due date of the lead is recognizable andColour-coded. . The assigned editor of the lead is visible and can be accessed via the symbolare changed.

Customer and source

The customer name, telephone number and e-mail address of the customer are shown, in addition the source of the lead. A call can be started by clicking on the telephone number.

Vehicle

Leads associated with the vehicle are shown. Both vehicles are displayed in a constellation cash and existing vehicle.
By clicking on the vehicle, the jump onto theVehicle details. .

Qualification

In this area, the individual states and subordinate points of the respective status can be called up.
Inactive or unconfirmed / completed points are grey, completed or made dots green.

The lower planes can be opened and closed individually:
Note:
  1. The individual states are set by completing the necessary data for the respective point. This can currently only be done in the web version of the car manager or through actions of the customer.

News history

The message history shows communication with the customer. With one click, jump into the individual communication.

Action button

With action buttonCan various actionsTriggeredbecome.


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