Getting Started With Your Lead Inbox

Edited

Your Leads Start Here

Welcome to your comprehensive guide to your Lead Inbox—the nerve center of your dealership's sales operations. Within this powerful tool lies the potential to transform inquiries into closed deals.

The Lead Inbox is where fresh leads from various sources—website forms, phone calls, social media, and third-party platforms—land, ready to be nurtured into loyal customers.

Understanding how to navigate and effectively manage this space is crucial for any dealership aiming to maximize sales conversions.

Before we get started: It may behoove you to bookmark this article, as it will be subject to updates and new tutorials.

Let's hit the ground running with some helpful articles to help you understand and utilize some of the most powerful features of your Lead Inbox

How to Filter Your Lead Inbox According to Lead Stages or Lead Statuses

Find leads quickly in your Lead Inbox by filtering according to lead stage or lead status.

What are Lead Statuses and What Effect Do They Have? (Open, Won, Lost, Deleted, Spam, Duplicate)

Let's take a look at the various Lead Status designations and the various ways they can help you categorize and process your leads.

How to Progress a Lead Through the Lead Pipeline Stages

Learn how to easily progress any lead file through the Lead Pipeline Stages.

How to See How Long (Days, Minutes) a Lead Has Been in a Particular Lead Stage

Quickly spot how long a lead record has been in its current stage.

Where Can You Find a Lead Record in Your Dealer System (3 Places)

Get help locating lead records in your dealer system!

How to Customize Your Lead Pipeline Stages

Learn how to customize, edit, and manage your team's Lead Pipeline Stages.

How to Manage/Account For Lost Leads and Reasons

Learn why and how one can account for lost leads in their dealer system.

How to Set and Use Lead Values

"What are lead values and how can I use them?" Learn how to leverage lead values in this helpful tutorial.

Questions and Suggestions?

Contact your Dealership Drive sales representative.