AutoTrader are replacing their Leads Integration with their Deals Integration. The AutoTrader Deals integration supports dealer messages, vehicle enquiries, vehicle reservations and AutoTrader Deal Builder.
How we handle the different types of enquiries from AutoTrader
Message to Dealer – An enquiry record is created with no vehicle interest and no deal. The message content will be recorded in the activity tab of the enquiry record.
Vehicle Enquiry – An enquiry record is created with a vehicle interest and a deal for that vehicle.
Reservation – An enquiry record is created with a vehicle interest and a deal for that vehicle. Within the deal, the reservation fee status will be displayed as Held, Not Held or Refunded.
Deal Builder – An enquiry record is created with a vehicle interest and a deal for that vehicle. If the consumer has added a part exchange this will be added to the deal. Any requests for vehicle finance and outstanding finance on PX, will be shown within the notes section of the deal.
Changes in DragonDMS
A new column has been added to the CRM > Open Enquiries menu to notify you if the enquiry record has been created from AutoTrader.
If a deal has been created within the enquiry record, the deal will be highlighted in a different colour.
Within a deal record, the AutoTrader Reservation Fee status will indicate if a reservation fee is Held, Not Held or Refunded.
AutoTrader linked Deals
Linked AutoTrader Deals will be highlighted in a different colour as above.
When a deal is linked to AutoTrader we update the deal on AutoTrader Portal when changes are made to the Part Exchange details, like adding or removing a part exchange, changing the offer price or the outstanding finance amount.
We mark the deal as Complete, when the deal is converted to sale and the sales invoice has been printed.
We mark the deal as Cancelled, when the enquiry record has been marked as a lost sale. AutoTrader linked deals then require a reason to be record, select the reason from the dropdown list.
Reservation Fees
Consumers visiting AutoTrader can reserve a vehicle by paying a fully refundable reservation fee. (How does the reservation fee work? | Autotrader UK)
The reservation fee will be released based on the following scenarios:
- The Sale of the vehicle has been completed
- The Deal has been cancelled