Overview

Leads from Dragon2000 hosted websites and some 3rd party sites (AutoTrader, eBay Motors, Car Guru’s, Motors and Gumtree) can be generated automatically in your CRM within DragonDMS.

Integrating leads into your DragonDMS has the following benefits:

• No need to re-key the details of the lead.
• Reduces the chance of a Sales Executive failing to chase up the lead.
• Allows you to monitor your sales conversions from 3 parties more accurately.

Pending Enquiries

To view new pending enquiries, navigate to:

Sales CRM > Prospecting > Open Prospects > Pending Enquiries

Here you will see all of your 3rd party leads. The first column will show you where the lead came from:

This menu will also show you the Enquiry Date, the lead’s name, contact information, a link to the vehicle they are interested in and any part exchange details.

Double click on the pending enquiry will display the following information:

Converting a Pending Enquiry

To convert a pending enquiry into an open enquiry, click ‘Make Enquiry’ in the top right-hand corner of the lead record.

At this point, you are required to allocate the enquiry to a Sales Executive, this will be the person that will be dealing with the lead. All of the information from the lead will then be copied across into the new enquiry record.

Once converted, your sales team are ready to start the sales process, recording follow-ups, creating calendar events, sending sales videos and stacking deals.