DriveCentric provides a centralized platform for managing various types of leads, including service, internet, campaign, phone, and showroom leads. This article explains where leads appear in the interface, how to manage service leads, and how to troubleshoot common issues.
Overview of Lead Management in DriveCentric
Leads in DriveCentric are categorized and displayed in specific sections of the interface to streamline access and management. The platform supports integration with third-party systems to ensure seamless lead flow.
Lead Types and Their Locations
Service Leads
Location: Service leads appear under the wrench icon on the left sidebar.
Visibility: These leads are visible as soon as the store receives them.
Functionality: Enabling the wrench icon allows users to view service leads. Use the "View All" button within the wrench section to see the full list.
Internet, Phone, and Showroom Leads
Internet or Campaign Leads: Initially appear in the Lead bucket on the sidebar, and can later be located using a date filter.
Phone Leads: Automatically populate in the Engaged bucket.
Showroom Leads: Populate in the Visit bucket.
General Lead Notifications
Unanswered Leads: Appear under the crosshairs icon in the left sidebar.
Answered Leads Without Responses: Appear under the crosshairs icon in the top menu bar.
Active Deals: Displayed in the Sales Engagement Hub.
Managing Service Leads
Viewing Service Leads
Open the Service Lead notification drawer by clicking the wrench icon in the sidebar.
Select "View All" at the bottom of the drawer to see the full list of service leads received by your store.
Use the funnel (date filter) icon on the "View All" page to set a date range and view service leads from a specific period, such as the past year.
Service leads are removed from the sidebar when a User clicks “Mark Complete” on the lead details in the activity log of the customer profile.
Integrating Website Service Scheduling Submissions
Website service scheduling leads can flow into DriveCentric if the website provider is configured to send form submissions to the store’s service lead email address. Confirm with the website provider that the service scheduling form is set to email the designated service lead address used by DriveCentric.
Troubleshooting Common Issues
Service Alerts Going to the Wrong Person
Service leads can still appear in your view if you have store-level data access, even when they’re assigned to someone else. Assigned service leads should notify the assignee and appear under the Service section (the wrench icon) on the sidebar.