Prospects Tab Training Session
Comprehensive prospects management system introduced for sales and service teams handling customer leads (00:05)
Primary location positioned to the right of contact information for intuitive navigation
Essential functionality for teams focused on lead conversion and customer service operations
Designed to centralize all lead-related activities in one accessible location
Critical tool for maintaining organized lead tracking and follow-up processes
Advanced search and filtering capabilities demonstrated for efficient lead management (00:05)
Lead status filtering enables quick identification of leads at different stages of the sales funnel
Vehicle VIN search functionality provides precise lead lookup for automotive-specific inquiries
Search options designed to streamline lead qualification and prioritization processes
Multiple search parameters available to accommodate different workflow requirements
Detailed lead information capture system outlined with comprehensive data tracking (00:05)
Date and time stamps automatically recorded for each lead to establish timeline and urgency
Lead source attribution tracks originating channels to measure marketing effectiveness and ROI
Customer contact information centrally stored for immediate access during follow-up activities
Customer comment integration preserves specific customer requirements and notes submitted during lead generation
Complete lead lifecycle documentation from initial inquiry through final disposition
Transcript:
00:05
Speaker 1
Next we're going to look at the Prospects tab. The prospect area is important if your team is working sales or service leads. If you click on the Prospects folder located to the right of the contact info, you will see the lead history. You can also search by the lead status or vehicle vin. Within the prospect information, you'll be able to see the date and time of the lead source. So when did the lead come in and what is the originating source of that lead, the contact that is inquiring about the vehicle, and also any lead comments. So if the customer made any specific notes when they were submitting this lead, we would be able to see all of that information within this Drop down.