Discover is a new feature, that allows you to narrow down your contacts into subset by using filters. The result of this filtered search can then be turned into leads.
There are 6 pre-built filter sets available to you:
Filter name | Filter finds contacts, that have the following: | |||
Test drives / offer | Case with status open | Milestone test drive or offer, created within filtered time period. | No later, pending or overdue task | |
Purchase rejections | Case with status decline | Milestone offer, created within filtered time period | No later, pending or overdue task | |
Sale | Case with status closed | No case with status open | Case closed within filtered time period | No later, pending or overdue task |
Next main inspection* | Main inspection within filtered time period | |||
Next service* | Next service within filtered time period | |||
Repurchase date* | Vehicle registration within filtered time period |
*These filters will only find a match if the respective vehicle information is available
In addition to the filter sets, you can specify a time period and a responsible user.
To generate leads from the results shown, simply click "Create leads".
In the new modal, you need to select a lead type. Lead source, expiration date and description are optional. If you add a date under "Expires at", unaccepted leads will be automatically removed from the lead inbox at the specified date and can no longer be accepted.
Mark the check box and click "Create leads".
The leads are now generated and can be found under the menu point "Leads", where they can be accepted just like any other lead.