Lead Hist

The Lead History tab will show all internet leads attached to the customer profile.

There are two tabs at the top of the lead to switch between service leads and showroom leads.

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 - 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 - The source from which the lead came from

  • Subject

  • Assignee - The user the lead is assigned to

  • Comments

  • Cust # - The DealerMine customer number

  • Deleted by

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 Lead

  • 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 to

  • Status

  • 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 Lead

  • Change Source