New leads awaiting a reply, can be viewed by clicking the compass icon on the notification side bar.
Clicking on a new lead under the compass icon will open the customer deal card. Respond to the new lead by completing one of the following activities: Log a phone call, send a text message, send an email or video. Once you have completed one of the actions listed above, the lead will considered "contacted" and will clear from the notification bar.
Leads can be answered via both the desktop or mobile application.
Once the lead has been "contacted" the clock will stop on lead response reporting
If your store has elected to unitize an "Up for Grabs" distribution, a "Grab it" option will appear and must be click before accessing the customer deal card
Need Assistance?
For further assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!