Dealer Administrator User Manual
Contents
1. LeadTRACKER 5 0 User Guide Inputting your lead information into the system e Login to the lead management system and click Add New Lead under the Leads menu A Set Up Management T en 1emplates manage Leads ETT J Appointment Sche First Name LastName Insert Date Lead Source Reason For Contact Dealer Contact Rod Hamilton 8 25 2008 Brochure amp Materials Request Ben Wohlers 42472 Brochure amp Materials Request Lead Source Zac DuPlain 8 18 2008 Brochure amp Materials Request ALL LEAD SOURCES ve Winter 8 17 2008 Brochure amp Materials Request Giovanni 8 15 2008 Brochure Reason For Contact ALL REASONS FOR CONTACT Giovanni 01 2008 Dealer Contact Greiner 07 06 2008 Dealer Contact Lead Status C Eadler 7 05 2008 Brochure amp Materials Request ALL LEAD STATUSES gt a L Baker 07 03 2008 Dealer Contact Product Line v Frisch 29 2008 Dealer Contact ALL PRODUCT LINES farion Lake 6 26 2008 Brochure amp Materials Request Dealer Contact Start Date E enger 5 07 2008 Dealer Contact A JOT DVD Request End Date First Name O PEN O PA O Me 4 There are 362 leads matching this criteria Last Name To add a new lead follow the four step wizard Step 2 Assign the lead to a sales rep from your drop down menu Set Up Management Email Templates Set Up Management Email Templates Step 1 Enter the lead infd Step 1 Enter the lead First Name a2. Intuitive Contact Management Dealer Administrator User Manual LeadTRACKER 5 0 User Guide INTRODUG TION 0 dd 3 VIEWING YOUR DEALERSHIP LEADS uc lid 3 UPDATING LEAD INFORMATION SS SA a ad 6 ENTERING ADDITIONAL INFORMATION FOR A LEAD ccccccceccccececcceccneae sunuaceneaueneneuceneeateneanen seaeeneaeaneneaneneas 6 UPDATING EADS TAS sonic iach A ocean ee decide Saad bodice 7 SCHEDULING AN APPOINTMENT o sucececaueceaeaeceutecenenenuaes susceneneauacecetsneneneauaeaeen seneaneneeerers 8 SEARCHING YOUR LEADS sidad nds 8 MANAGING YOUR SALES FORCE IN YOUR SYSTEM Q ccccccccscecscceeee FREE ERE NREN ERE E NERE NREN SE enn 10 ADDING YOUR SALES REPS INTO THE SYSTEM cccececccececcacecccecceue sueuuececueneaeeneneateneceauene seneaeaeeneaesneaeaneneas 10 EDITING YOUR SALES REPS IN THE SYSTEM aaa 11 DELETING YOUR SALES REPS FROM THE SYSTEM ccccccecsceccsceccceccececces cena ana 12 ENTERING YOUR OWN LEADS ousacasitiaaaa ia isis 13 WHY SHOULD YOU ENTER YOUR LEADS INTO THE SYSTEM cccccccecececececececece seucuceeeeeeceaeeeaeaeaeaeaeaeae narran 13 INPUTTING YOUR LEAD INFORMATION INTO THE SYSTEM ccscecececccccccececececen ERE RET ERE EET ENTER EET ERE ERR suseueneaes 14 MAINTAINING YOUR DEALERSHIP INFORMATION cccecececececccee sencececeeeceacsceeeeceeeeeaees HERRERNE NEN 17 UPDATING YOUR DEALERSHIP CONTACT INFORMATION ccccecececcccececccecccene sauacucaueceneaeceacseaueceneaes seaeeneneass 17 REASSIGN
3. Teresa Vahl Copyright 2008 Page 19 of 32 LeadTRACKER 5 0 User Guide e The leads will be reassigned and the new sales rep will receive an email notification for each lead with a link to view the lead information Leads Set Up Management Email Templates Search Box ead Source Reason For Contact Lead stad Assigned To Dealer Name _ Dealer Contact i Brochure amp Materials Request Not Opened Jack Julie Mudgett Action Marine Brochure amp Materials Request Not Opened Jack Julie Mudgett Action Marine Lead Source Brochure amp Materials Request Not Opened Jack Julie Mudgett Action Marine Brochure amp Materials Request Not Opened Jack Julie Mudgett Action Marine Reason For Contact Lead Status Product Line ALL PRODUCT LINES Start Date KI er Print Leads Exnorteads Resssion Leads There are 4 leads matching this criteria First Name Last Name Exporting Your Leads to a File Exporting your leads to Excel format e Use the Search menu on the left of your main leads page to sort down to the leads you wish to export Once the group of leads you would like to export is displayed click the Export Leads button Set Up Management Email Templates First Name LastName Insert Date Lead Source Reason For Contact Dealer Contact bob bojcic 03 28 2008 Brochure amp Materials Request Jane Doe 08 27 2008 Brochure amp Materials Request Rod Hamilton 08 25 2008 Brochure amp Materials Request Ben
4. Teresa Vahl Action Marine First Name o Last Name Do Email Address o Office Phone 0 0 0 0 Cell Phone 00 Password fe Is Active Yes C No Is Receiving Leads ya No amp Type of Email Received HTML TEXT C Password Is Active Page fi of 1 Is Receiving Leads Type of Email Received Is Admin Copy on Leads Reports Only Page fi of 1 Is Admin Yes No Copy on Leads ves C No amp 6 Reports Only ves C Nor Editing your sales reps in the system e You can also update a sales rep s information on the Manage Sales Force page Simply select the sales rep you want to update from the left menu update the information on the right and click the Edit icon to save Set Up Management Email Templates FirstName LastName Dealer Name First Name rarara the dealer contact information Last varied Vahl Email Address ltvah redoakgroup com Office Phone 347 457 4718 Cell Phone cg Password ftyahl4321 Is Active Yes No Page i of1 ivi T Is Receiving Leads vos G Noc UY Type of Email Received HTML TEXT Is Admin Yes C No Copy on Leads ves C No e Reports Only ves C No E Copyright O 2008 Page 11 of 32 LeadTRACKER 5 0 User Guide Deleting your sales reps from the system e Lastly you can delete a sales rep from your system on the Manage Sales Force page Simply select the appropriate sales rep f
5. Reason For Contact Product of Interest Current Appointments Past Appointments natoni formation Page of 1 Please note you must update the status of the lead to shutoff escalation and claim ownership of the lead fl Copyright 2008 Page 7 of 32 LeadTRACKER 5 0 User Guide Scheduling an Appointment e You can schedule an appointment with a lead in one of two ways Either click on the Schedule an Appointment button on the Lead Information screen or access the Appointment Scheduler under the Leads tab and select the lead you wish to schedule an appointment with from the drop down Prospect Information Update Lead Status Name Jennifer Melsheimer Current Status Contacted Spoke with Customer Address 123 Hello Lane Contacted Spoke with Customer Mm Update City Chicago State Illinois IL tz Lead Status History Zip 60040 3 iptments Country United States Schedule New Appointment Email Address jmelsheimer redoakqroup com Home Phone RAR 777 RAAR i Set Up Main _ ent Email Templates Current Appo nents Pa ss oe MEE Source Type Dat Manage Leads Reason For Contact Dealer Contact Showroom Appoirtmelk Sep Add New Lead Past Appoil Date Time Posted UL DAT Appointment With Send Email Update Delete Page 1 of 1 PP i Appointment Type F Additional Information E Rea Appointment Location Step 1 Choos Appointment Date Where will leads ba Appointment Time Appointment Comments Enter a new note Add
6. You should be receiving vour brochure shortly Please drop by and visit our store soon we look forward to meeting vou Sincerely Teresa Vahl Action Marine Dealer Phone Dalar Email Daslar URL e Once you ve added your leads you can view them and all of your other leads by clicking Manage Leads under the Leads menu Email Templates FirstName LastName Insert Date Lead Source Reason For Contact Jane Doe 08 27 2008 Brochure amp Materials Request Rod Hamilton 08 25 2008 Brochure amp Materials Request Ben Wohlers 08 24 2008 Brochure amp Materials Request DuPlain 08 18 2008 Brochure amp Materials Request Winter 08 17 2008 Brochure amp Materials Request Reason For Contact ALL REASONS FOR CONTACT Haryry Giovanni 08 15 2008 Brochure amp Materials Request Harry Giovann 03 01 2008 Dealer Contact ad Status Bruce Greiner 07 06 2008 Dealer Contact Craig Eadler 07 05 2008 Brochure amp Materials Request Richard Baker 07 03 2008 Dealer Contact roduct Line ALL PRODUCT LINES y Steve Frisch 06 29 2008 Dealer Contact Marion 4 06 26 2008 Brochure amp Materials Request Start Date Dan Yeager 06 18 2008 Dealer Contact Loralyn 06 07 2008 Dealer Contact gt i First Name There are 363 leads matching this criteria Last Name Copyright 2008 Page 16 of 32 LeadTRACKER 5 0 User Guide Maintaining Your Dealership Information Updating your Dealership Contact Information e To updat
7. you Sincerely Delete Template Dealer Contact First Name Dealer Contact Last Name Dealer Name Dealer Telephone Dealer Contact Email Address e f you would like to upload a header or logo for your dealership click Upload Header Select the appropriate file on your computer and click Open The file will automatically be resized to fit the width of your email Your Brochure Request Gertz Scott Giovanni Haryry 4 Y O gt Dear Harry Gjeldum John l m your local dealer ES visit our store soon Sincerely Hamalainen Theresa h Jack Julie Mudgett Action Marine Please note you cannot upload files larger than 2MB Please save them to a lower resolution or contact Red Oak Group to have them compress it for you Copyright O 2008 Subject Personalization variables for use in email body Contact OEM Link x Insert E Source Ola E 357 A EZ Page 1 of 1 B Z U abe xX X iS E Se do ia A 23 Fuglestad Darin i Style Font 7 Size Caral vuu gy Choose file 21x Lookin Headers and Logos v ff Fr GordysHeader_0208 jpg a New Picture png Size 18 2 KB File name GordysHeader_0208 jpg Files of type Page 28 of 32 LeadTRACKER 5 0 User Guide e When you are finished you can Preview the message by clicking on the Preview icon This will show you how it will look when the con
8. BoatTest Click Count gt BoatTest Product Line A Build It 1 o Build It 2 FT Build It 3 A Current Boat Brand FT Current Boat Condition 2 0 Tr Current Boat Model A Current Boat Size A Desired Boat Canvas A Desired Boat Options A Discover Boating Products Interested A In Last 4 Digits Of SS Marital Status Media Remieeted L gt gt gt Page li of 1 Updating Lead Status e To update the status of a lead select the status from the drop down menu and click Update Prospect Information Brian Jozwiak You can view the previous status pra N of leads by clicking on the Lead oia Contacted Spoke with Customer Status History bar Contacted Left Voice Mail Contscted Emsiled Customer 53188 United States relogurul aol com 262 446 9340 Email Address Home Phone Not Quslified Info Panas Furl filles Source Reason For Contact brochure amp Materials Request Product of interest Prospect Information Date Time Posted 09 10 2008 02 22 PM CST i Name Brian dozwiek Current Status Opg ed Send Email Update Delete Address 2300 Candlewyck Ct E 7 z Poke with Customer y City Waukesha Additional Information State Wisconsin WI Zip 53188 Lead Status History Country United States Date ord Status New Status Email Address reloguru1 aol com osr19108 Not Opened Opened Home Phone 262 446 9840 Source E Appointments
9. Contact First Name D Dealer Contact Last Name D Dealer Contact Email Address MT EXPORT HOW NEXT gt gt Ll e Step 2 of the wizard allows you to rename the fields or columns for your spreadsheet Once you ve renamed your fields click Next to export the leads Leads Set Up Management Email Templates E PET TS Step 2 Rename the column names of your file if needed Lead Address 1 Address 1 Lead Address 2 Addess2 Lead City City Lead First Name First Name Lead Last Name Last Name Lead State State Lead Zip PostalCo lt lt BACK EXPORT HOW NEXT gt gt Lae Copyright 2008 Page 21 of 32 LeadTRACKER 5 0 User Guide Click the link to retrieve your exported leads file Last Name lt lt BACK Click here for your file EXPORT NEW FILE this criteria e The leads will be exported into an Excel file with the information and fields you ve identified You can save this file to your computer for future use y B c D E F G H I J K L m i First Name lLast Name Address 1 Address2 City State Postal Code 2 jane DOE 123 Hello Lane Chicago IL 60050 3 Jane Doe 123 Hello Lane Chicago IL 60050 4 Jennifer Melsheimer 123 Hello Lane CHicago IL 60050 5 Jennifer Melsheimer 123 Hello Lane Chicago IL 60050 6 Jennifer Melsheimer 123 Hello Lane Chicago IL 60050 7 Matt Damon AL 60050 8 Test Tester AL 60050 9 Test Tester AL 60050 _10 Test Tester AL 60050 11 Jack Dempsey AL 60
10. Materials Request Reason For Contact e Sere Se are Wohlers 8 24 2008 rochure amp Materials Reques ALL REASONS FOR CONTACT m 9 DuPlain 08 13 2008 Brochure amp Mater Lead Status ve Winter 08 17 2008 ALL LEAD STATUSES a _ naryry Giovanni 08 15 2008 Brochure amp Materials Product Line y Giovanni 08 01 2008 Dealer Contact ALL PRODUCT LINES Bruce Greiner 07 06 2008 Dealer Contact Eadler 07 05 2008 Brochure amp Materials Request Start Date nm Baker 07 03 2008 Dealer Contact ve Frisch 06 29 2008 Dealer Contact ee Page i of 24 gt bi First Name There are 358 leads matching this criteria Last Name Copyright O 2008 Page 32 of 32
11. a new note Send Reminder Yes No e Use the Add Edit Delete icons to schedule follow up calls showroom visits demo rides etc To add a new appointment click the Add icon and select the lead from the drop down menu Type in the appointment information and click Add TheMew appointment will be added to the left side Set p Management Email Templates Past Appointmeg Current Appointmen Fuglestad Darin Date With Type 4 Gapinski Dwp e Cancel y een ee Appointment Type Follow Up Call Gjeldum John Appointment Location Phone Greiner Bruce Hafemann Gary J i Appointment Date 10 31 2008 E Appointment Time 12 30 PM Haidl Bill Set Up Management Email Templates Current Appointments Past Appointments Halcomb Steve Hamalainen Theresa Hamilton Rod hancock joe Harper Kevin Hastings Neal Hayes Jim Herman Greg Hjorth Josh Holzner Mike Holzner Mike HOOKER STEVE Horn Patrick Houy Bryon Date With Type Cancel Appointment With Appointment Type Appointment Location Send Reminder yes No Send To Outlook Y Appointment Date Appointment Time Appointment Comments Send Reminder Yes No Current Appointngents Past Appointments E To edit or delete appointments click D on the appointment in the left menu y Jimeno A Appointmen
12. 050 12 John Wayne AL 60050 13 June Clever AL 60040 14 Sally Fields 123 Hello Lane Yamaha AR 56037 15 Jennifer Melsheimer AL 60050 _16 Test Tester AL 60050 17 Test Tester AL 60050 _18 Test Tester AL 60050 19 Test Tester AL 60050 20 Test Tester AL 60050 21 Test Tester AL 60050 22 Test Tester AL 60050 23 Test Tester AL 60050 24 25 4 47 TomJonesLeadExport8 29 2008 HEN E I Copyright O 2008 Page 22 of 32 LeadTRACKER 5 0 User Guide Printing Leads e Use the Search menu on the left of your main leads page to sort down to the leads you wish to print Once the group of leads you would like to print is displayed click the Print Leads button Set Up Management Email Templates Search Box FirstName LastName Insert Date Lead Source Reason For Contact Dealer Contact bob bojcic 08 28 2008 Brochure amp Materials Request Not 0 ALL DEALER CONTACTS Ben Wohlers 08 24 2008 Brochure amp Materials Request Not 0 Lead Source Zac DuPlain 08 18 2008 Brochure amp Materials Request Not Oj Haryry Giovanni 08 15 2008 Brochure amp Materials Request Not 0 i Craig Eadler 07 05 2008 Brochure amp Materials Request Conta Y Reason For Contact Pe Ryan Sorensen 05 24 2008 Brochure amp Materials Request Conta Connor Bolander 04 28 2008 Brochure amp Materials Request Conta ead Status Mark Koker 04 08 2008 Brochure amp Materials Request Conta JAN LEAD STATUSES x LARR KUNH Product n
13. 08 Brochure amp Materials Re 08 15 2008 Brochure 3 Materials 08 11 2008 Dealer Contact 08 11 2008 Dealer Contact Lead Status ste 08 11 2008 Dealer Contact A LEAD STATUSES 08 01 2008 Dealer Contact Product Line Greiner 07 06 2008 Dealer Contact Eadler 07 05 2008 Brochure amp Materials Request Richard Baker 07 03 2008 Dealer Contact Start Date E Steve Frisch 06 29 2008 Dealer Contact Marion Lake 06 26 2008 Brochure amp Materials Request End Date First Name There are 365 leads matching this criteria Last Name e To add anew sales rep click the Add icon Set Up Management mail Templates FirstName LastName Dealer Na ealer Email Address Office Phone 0 Cell Phone fT Password Is Active Yes No Page 1 of 1 Is Receiving Leads voes C Nor Type of Email Received HTML TEXT Is Admin Yes C No Copy on Leads vos C nr U Reports Only ves C nor amp Copyright O 2008 Page 10 of 32 LeadTRACKER 5 0 User Guide e Once you ve entered the contact information click Add to save the information and the new sales rep will be added to the left menu Set Up Management FirstName LastName Dealer Narg Jack Julie Mudgett Action Ma First Name Teresa Va hl Set Up Management Email Templates Last Name Email Address Email Templates Office Phone Cell Phone FirstName LastName Dealer Name Jack Julie Mudgett Action Marine e
14. 6 200 Dea ontact ontact Richard Baker 07 03 2008 Dealer Contact Opened Art DuBeau 05 30 2008 Dealer Contact Contacted Reason For Contact r TE Craig Johnson 04 22 2008 Dealer Contact Contacted Dealer Contact John LaBomascus 02 08 2008 Dealer Contact Contacted Lead Status joe wilkin 01 16 2008 Dealer Contact Contacted ALL LEAD STATUSES Oj SE gt o LL LEAD Albert Kollar 03 24 2007 Dealer Contact Contacted ALL LEAD STATUSES ES z i Linn Duesterbeck 06 02 2007 Dealer Contact Contacted Contacted Emailed Customer Contacted Left Voice Mail First Name Last Name There are 10 leads matching this criteria Select any number of categories to get down to only those leads you want to view When your search is complete you can print export or reassign your search results When you have completed your search click Reset to reload the leads page and start over Copyright 2008 Page 9 of 32 LeadTRACKER 5 0 User Guide Managing your Sales Force in your System Adding your sales reps into the system e Login to the lead management system and click Manage Sales Force under the Set Up Management menu L ail Templates Dealer Maintenance FirstName LastName Insert Date Lead Source Reason For Contact Hamilton 08 25 2008 Brochure amp Materials Request Wohlers 08 24 2008 Brochure amp Materials Request DuPlain 08 18 2008 Brochure amp Materials Request Winter 08 17 20
15. 8 Brochure amp Materials Request Not Oj Jack Julie Mudgett Ben Wohlers 08 24 2008 Brochure amp Materials Request Not 0 Dana a a ez Mate e Renies Ji mmm Source Zac DuPlain 08 18 2008 Brochure amp Materials Request Not 0 Haryry Giovanni 08 15 2008 Brochure amp Materials Request Not Oj Reason For Contact ALL REASONS FOR CONT 24 Lead Status Not Opened Product Line ALL PRODUCT LIN Start Date v n Page ii of 1 First Name Print eects oe Reassign Leads Mere are 4 leads matching this criteria Last Name Copyright 2008 Page 18 of 32 LeadTRACKER 5 0 User Guide e Select if the leads will be distributed inside or outside of the dealership Leads Set Up Management Email Templates o Lead Y aro o Search Box A A AA A A A Step 1 Choose type of reassign Where will leads be going Where will leads be going Within Dealership Outside Dealership If the leads are being redistributed within the dealership select the appropriate sales rep from your drop down menu and click Reassign If they are going to another dealership select the appropriate dealership from the drop down menu and click Reassign Leads Set Up Management Email Templates Search Box Step 1 Choose type of reassign Within Dealership Step 2 Ghoose a dealer or dealer contact to reassign leads to SELECT A DEALER CONTACT A SELECT A DEALER CONTACT Jack Julie Mudgett
16. ING LEAD cut rocio 18 EXPORTING YOUR LEADS TO A FILE 0 o e de 20 EXPORTING YOUR LEADS TO EXCEL FORMAT re ii e a 20 PRIN GING LEADS a o do o de 23 USING THE EMAIL EDITOR TO REPLY TO LEADS 2 0 0 0 ccccecececeecececeee MENER ERE RENEE REE REE E EEN EE seneaneeeaes 24 USING A PRESEOADED TEMPLATE id eii 26 CREATING A NEW TEMPLATE FOR YOUR DEALERSHIP cccecececececcccccccececee suseauauecueeceneaeateuacaeenene sanacseenenenss 2 PERSONALIZING YOUR EMAIL TEMPLATE USING VARIABLES s ccecncnnnnnenenenneeenenenee nunnnnunsunnunnnnnunnnnsunsnnnnnn nusunsunsnnnnunsunnnnn 30 FOGGOT lt a o eS ida eN te Dal 31 TECHNICAL SUPPORT a O 32 Copyright O 2008 Page 2 of 32 LeadTRACKER 5 0 User Guide Introduction This dealer administrator user guide will review viewing your leads exporting leads adding sales reps to the system adding leads and reassigning leads There are two roles supported by the lead management system the dealer administrator and the sales person Each role has its own customized panel The dealer administrator panel allows users to manage the entire dealership s lead management system including add edit and delete sales reps add leads and assign reassign them to sales reps determine the lead distribution mode and export leads to a file for future marketing efforts from the dealership The sales rep panel allows users to add new leads and view only their own leads This User Guide is specifically tailored to the
17. Source Dealership Walk in Reason For Contact Brochure amp Materials Request Product of Interest z Current Appointments Past Appointments Date Time Posted Type Date Comments Additional Info Page 1 of 1 Copyright 2008 Page 5 of 32 LeadTRACKER 5 0 User Guide Updating Lead Information e To update the lead information click Update Type in the new information and click Save Changes Update Lead Status Current Status Opened Prospect Information Jane Doe Name Address 123 Dealer Dr City Dealer City Contscted Spoke with Customer y State Illinois IL a 60000 United States tvahi redoakgroup com 888 888 8888 Dealership Walk in gt me ee a ee oe Email Address Home Phone First Name Bin Last Name Pozwiak s S Address 1 2300 CandlewyckCt Address TT City Waukesha State Wisconsin w A Zip 53188 Country United States A Email Address relogurut aolcom Home Phone 262 446 3840 Cell Phone 2 Alternate Phone Po Product Interested In Source Reason For Contact Product of Interest A Date Time Posted 084 Entering Additional Information for a Lead e To record additional information for a lead click the Additional Information bar and then Update Type the additional information in the form and click Save Changes You can add various types of information such
18. Wohlers 03 24 2008 Brochure amp Materials Request Zac DuPlain 08 18 2008 Brochure amp Materials Request Dave Winter 08 1772008 Brochure amp Materials Request Haryry Giovanni 08 15 2008 Brochure amp Materials Request Leaa atus Harry Giovanni 08 01 2008 Dealer Contact Bruce Greiner 07 06 2008 Dealer Contact Product Line Craig Eadler 07 05 2008 Brochure amp Materials Request ALL PRODUCT LINES Richard Baker 07 03 2008 Dealer Contact Start Date Steve Frisch 06 29 2008 Dealer Contact Marion Lake 06 26 2008 Brochure amp Materials Request Dan Yeager 06 18 2008 Dealer Contact N First Name liada A Reassign Leads There are 364 leads matching this criteria Last Name Copyright 2008 Page 20 of 32 LeadTRACKER 5 0 User Guide e Select the fields or columns you would like to export If you select no check boxes then all information will be exported Once you ve selected your fields you can either export the file or click Next for more options Leads Set Up Management Email Templates Step 1 Choose what values you would like to pull from the database Lead ID FM Lead First Name M Lead Last Name M Lead Address 1 M Lead Address 2 M Lead City M Lead State M Lead Zip M Lead Country MT Lead Email Address MT Lead Home Phone M Lead Cell Phone M Lead Alternate Phone HF Lead Insert Date MH Lead Source Name D Reason For Contact D Lead Status Name MH Product Line Name D Dealer ID MT Dealer Name MT Dealer Contact ID I Dealer
19. ame Insert Date E Reason For Contact Lead Status Assigned To Dealer Contact Page i ofi Lead Status ALL LEAD STATUSES Product Line ALL PRODUCT LINES Start Date First Name Last Name Copyright O 2008 Page 31 of 32 LeadTRACKER 5 0 User Guide Technical Support For technical support or questions about the lead management system you may contact your District Manager your Regional Sales Manager or your OEM lead management contact You may also refer to the Support button located on the upper right of your screen This contains two links User Guide and Contact Support e The User Guide is the PDF help manual that you are viewing now lt provides you a step by step guide on how to navigate the system e The Contact Support link will open a new email window where you can email the Support team at Red Oak Group to help you with any technical or navigational questions Or you can email them separately at support redoakgroup com DT NV Log Ot User Guide he W dgett 147M CST i e An tl Set Up Management Email Templates Search Box FirstName LastName Insert Date Lead Source Reason For Contact Dealer Contact rian Jozwiak 09 10 2008 Brochure amp Mater 4 B ALL DEALER CONTACTS Sj S D ip cippy 09 03 2008 Dealer Contact naoeonne Brochure amp Mate Lead Source o 08 28 2008 Brochure amp Mater ALL LEAD SOURCES 08 27 2008 Brochure amp Materials Request Hamilton 08 25 2008 Brochure amp
20. as age marital status additional product intes St current boat owned purchase timeframe etc Prospect Information Update Lead Status Current Status Opened Name Brian Jozwiak Address 2300 Candlewyck Ct City Waukesha State Wisconsin Wil Zip 53188 ett Country United States Email Address reloguru1 acl com Home Phone Contacted Spoke with Custo v Update Lead Status History 7 a Co i O E Ek Source Ni aed Reason For Contact Brochure amp Materigg Kequest Current Boat Size Product of Interest Date Time Posted ae lt a i Search Desired Boat Canvas Desired Boat Options Deale Discover Boating Products Interested In et Last 4 Digits Of SS i E Media Requested ooo Reas Previous Owner FT Purchase Time Frame CT Service City SS Service Country ho Service State gt Service Territory ooo Service Zip DO E Types Of Boats Owned Seng ail J Update Delete Lead Copyright O 2008 Page 6 of 32 LeadTRACKER 5 0 User Guide e f you would like to change the additional information fields you can do so on the Dealer Maintenance page under the Set Up Management menu Click on the Custom Variables tab and use the Add Edit Delete icons to add edit delete the fields New fields will be added in alphabetical order info Custom Variables Additional Information Age de E o Ss Marital Status
21. dTRACKER 5 0 User Guide Once logged in you can view and manage all of your leads from the main page or by clicking Manage Leads under the Leads menu e All leads entered into the system both manually and automatically will be displayed here You can see the prospect name the date the lead was entered the lead source and reason for contact Set Up Management Email Templates Search Box FirstName LastName Insert Date Lead Source Reason For Contact Dealer Contact Jane Doe 08 27 2008 Dealership Walk in Brochure amp Materials Request N O Hamilton 08 Brochure amp Materials Rea Q Brochure amp Materials Request co Po Wonler DuPlain oo N N on O Brochure amp Materials Request 0 oo u Brochure amp I s 00 aterials Request Cc amp Winter co on O Giovanni Brochure amp Materials Reque JZ Giovann Dealer Contact O oO Dealer Contact on O e Brochure amp Materials Request Q o Dealer Contact Product Line ALL PRODUCT LINES Dealer Contact on 3 NM N Q c S INH nyse N ENN ENN EN Brochure amp Materials Request Start Date End Date First Name O ian O Jealer Contact J La A U n U a U n U A 08 U n azine 07 06 n U n7 U n U A UD n U A U Dealer Contact e There are 363 leads matching this criteria Last Name e You ca
22. dealer administrator and will walk you through all of the dealer panel functions Viewing Your Dealership Leads Login to the LeadTRACKER 5 0 system through TracNet Your username and password have been provided to you If you have forgotten your password please use the Retrieve Login Password link on the login page or contact your OEM administrator or regional sales manager TracNet Home My Dealer Information Tracker Dealer Manual Mako Dealer Manual Log Out Dealer System Boat Sales Customer Service Accounting Marketing Media Tools Flles Reporis Users Intemal Only Tracker University Dealer Solutions Quick Guide Information Tools AD Creator Tracker CO OP 19 Click to dis v Special Notice If your Browser is not LeadTracker der the TRAC NET logo Click Here to access the old menus Promotions gt d Price Signs y N DESK Sales Tools gt Boat Sales Dealer Marketing Solutions SignShop Pa 7 amp Accessories gt Last10 unexpired memos Click one to dis SPESA PAR Last 1 Muic anan Voice of the Customer gt TMG Gear for Dealers Services Support Data Pro Last 10 unexpired memos Click one to displav x Last10u Lea d E nm try Sys te m Marketing Media Tools Accou Username Last10 unexpired memos Click one to display Last10u 7 Password A Forgot Username Password p Bookmark this page Copyright O 2008 Page 3 of 32 Lea
23. e Ray Leads For Action Marine Al Search Criteria Start Date AA ARR EA joey roma Lead Source smokerciaft com Date Range No Start Now David Product Line All Product Li Reason For Contact All Reasons For End Date Lead Status All Lead Statuses Lead First Name None Specified E Dealer Contact Jack Julie Mudgett Lead Last Name None Specified Page i P z Name Source Nanni Fas Status Assigned To First Name Date Contact Name Line HP Action Jack Julie Print Lesds Brian Jozwiak 09 4 2008 Materials Not Opened eee ee Marine Mudgett fee Request ast Name A Action Jack Julie Skip Skippy 9 03 2008 Dealer Contact Not O d z 5 Brochure amp a i y Action Jack Julie bob bojcic 08 28 2008 Materials Not Opened Marine Mudgett Request Brochure amp 3 a Action Jack Julie Ben W hlers 08 24 2008 Materials Not Opened e i Marine Mudgett Request Brochure amp Actio Jack Julie DuPlain 08 18 2008 Materials Not Opened ee eee Marine Mudgett Request Brochure amp I y d Jack Beny 08 15 2008 Materials Not Opened oo Giovanni Marine Mudgett Request 5 Harry a 2 Info Request Action Jack Julie z 08 01 200 3 ontac Giovanni aoe Poe Contact Fulfilled Marine Mudgett Contacted Tack Bruce Greiner 07 06 2008 Dealer Contact Emailed a tH si s Marine Mudgett Customer Brochure amp Contacted Action Jack Julie Craig Eadler 07 05 2008 Materials Emailed i 7 Marine Mudgett Request Customer e Th
24. e State Wisconsin WI N A E Zip E Lead Status History z Country United States 7 x First Name Email Addres Ac Appointments Home Phone 262 446 9840 Source Current Appointments Past Appointments Last Name N Reason For Contact Type Date Comments Product of Interest A IA IIA Date Time Posted 09 10 2008 02 22 PM CST S Send Email Update Delete E Additional Information Page i of O O gt El Notes Enter a new note Copyright O 2008 Page 24 of 32 LeadTRACKER 5 0 User Guide e Once you ve opened the editor you can select a pre loaded template or create a template of your own to respond to leads Set Up Management Email T plates Name Hame Brochure Request Response Template To Subject Personalization variables for use in email body In SEL E Source A E a g ak F pagel lofa B Z U te x x i i i gt gt gt os aL aj A Modify Template Style Format Font Size Jeff Lindenberg A Y Gl fa Angelo Caliendo Mike Giegoldt _ Mike Giegoldt Silas Wiater Dave Frank Arica Tom Jacobsg Save Template Send Template J late Template r e To delete a template you have created select the temtslate from the existing templates menu on the upper left Once the template has loaded click Delete Template on the lower left menu Please note you cannot delete a template that has been supplied by the OEM You can only delete te
25. e leads will appear in a print ready PDF file that you can either save to your computer or print out The top of the file displays what criteria were selected in your search Copyright 2008 Page 23 of 32 LeadTRACKER 5 0 User Guide Using the Email Editor to Reply to Leads Your lead management system is equipped with an Email Editor that allows you to use pre populated templates to automatically reply to leads You also have the ability to create your own templates for your dealership e You can access the email editor two ways on the Manage Leads page or by clicking on the prospect s email address on the Lead Information screen Leads Set Up Management i Email Templates E Lead Search Box FirstName LastName Insert Date Lead Source Reason For Contact Brian Jozwiak 09 10 2008 Brochure amp Materials Request N Skip Skippy 09 03 2008 Dealer Contact N bob bojcic 03 23 2008 Brochure amp Materials Request N Jane Doe 08 27 2008 Brochure amp Materials Request C Rod Hamilton 08 25 2008 Brochure amp Materials Request N Ben Wohlers 08 24 2008 Brochure amp Materials Request N sad Status Leads Set Up Management Email Templates ALL LEAD STATUSES x duct Line Search g ALL PRODUCT LINES Prospect Information Update Lead Status Name Brian Jozwiak Current Status Opened E Start Date 2 hos PERE ere El Address 2300 Candlewyck Ct a City Waukesha Uposte N End Dat
26. e your dealership information click on Dealer Maintenance under the Set Up Management menu Email Templates a First Name LastName Insert Date Lead Source Reason For Contact Brochure amp Materials Request O 8 25 2008 Brochure amp Materi Brochure amp Materials Re st N Brochure amp Materials Reques Brochure amp Materials Request Reas Al ALL REASONS FOR COP Brochure amp Materials Reques Dealer Contact Dealer Contact Brochure amp Materials Request C Dealer Contact Dealer Contact Brochure amp Materials Request C Dealer Contact Dealer Contact Start Date End Date First Name There are 363 leads matching this criteria Last Name e Your location s will be listed on the left hand side Select the location you wish to update Type in the new information and click the Update icon to save Dealer Name Action Marine E the dealer information mess 1 15909 32nd Av Address 2 O O City Burlington State Wisconsin WI Zip 53105 Country United States y Telephone 539 200 t t Fax 262 539 3720 Website Lead Distribution Role Auto Manual e Lead Distribution Role determines how leads will be distributed to your dealership in Automatic or Manual mode Automatic means that leads will be distributed to all of the sales reps in your system in a round robin fashion so the sales rep that has been waiting the longest to receive a lead will get the next
27. il If you would like to send the new lead an email please do so here You can create you own message below or choose from the list of pre existing templates Name Brochure Request Response Template To Ed tvahi redoakgroup com Subject Your Brochure Request Personalization variables for use in email body Dealer Name Insert E Source 2 amp i 2 a El 9 BZ U smbe x 2 t al GA QS Style gt Format My BW a r e aa Dear Jane I m your local dealer You should be receiving your brochure shortly Please drop by and visit our store soon we look forward to meeting you Sincerely Jack Julie Mudgett Action Marine ADD ANOTHER LEAD e For instructions on using an email template to respond to a lead please see the Using the Email Editor section on page 24 of this guide Copyright 2008 Page 15 of 32 LeadTRACKER 5 0 User Guide e When you are finished click Add Another Lead to distribute the lead to the sales rep The sales rep will be sent an email notifying them of the new lead If you want to enter the lead in your system but do not wish to send the prospect a message simply bypass Step 4 by clicking Add Another Lead e If you use the template function the lead will be sent an email NT ELESXT Message sporte redoakgroup com Sent Wed 8 27 2008 6 27 PM tvahl redoakgroup com Subject Your Brochure Request Dear Jane I m your local dealer
28. leads assigned to him you will be prompted to confirm that you want to delete this sales rep from the system Simply select OK and the sales rep will be deleted Set UpiManagement Email Templates FirstName LastName Dealer Name Jack Julie Mudgett Actin gsi ine Vahl Action Marine First Name Teresa El hiatal cel ita Delete the dealer contact from the system Windows Internet Explorer xl s e Are you sure you want to delete Teresa Vahl from the system T cancel A Is Active Yes No Pagel of 1 os T Is Receiving Leads te E Nu O Ey Type of Email Received HTML amp TEXT Is Admin Yes No amp Copy on Leads was No E e Reports Only vos C No E ey Entering Your Own Leads Why should you enter your leads into the system The Lead Management system offers you the ability to enter leads captured from various touchpoints such as tradeshows events direct mail efforts and other sources Entering lead information into the system will allow you to e Send a follow up email to the prospect e Assign the lead to an appropriate salesperson The system will automatically notify the sales rep of a new lead e Build relationships with interested consumers by sending periodic communications about new products or promotions These communications can be templated and personalized to the prospect with their first name and signed with your sales person s name and contact information Copyright 2008 Page 13 of 32
29. mplates that you have created Copyright O 2008 Page 25 of 32 LeadTRACKER 5 0 User Guide Using a pre loaded template e To use a pre loaded template simply select one from the menu on the upper left Leads Set Up Management Email Templates Name lesponse Template Name Brochure Request Response Template PUTO EA To pe Subject Your Brochure Request Personalization variables for use in email body Contact OEM Link z Insert Source PESIN g 5 ALB 2 Page 1 of 1 B_ZZ Udo clic ie ee ec Se SS 7 ay Ed Q S Modify Template a li Style Format Font Size Jeff Lindenberg yl 4 7 8 4 0 Angelo Caliendo Mike Giegoldt Mike Giegoldt Silas Wiater Dave Frank rico Tom Jacobson y Dear Lead First Namel I m your local dealer You should be receiving your brochure shortly Please drop by and visit our store soon we look forward to meeting you Sincerely Dealer Contact First Name Dealer Contact Last Name RUI TA Dealer Name Save Template Send Temnlate e The appropriate message will be loaded to the editing box If you would like to send the message as is select the person you would like to send it to from the menu on the lower left The editor will populate the appropriate variable information such as the prospect name and sales rep signature into the bracketed boxes of the template When you are ready click Send Template and the email will be se
30. n reorder the columns of lead information by clicking and dragging the column name to a new position Leads Set Up Management Email Templates Search Box lt lt LastName First Name Lead Source Insert DN Reason For Contact Dealer Contact Jozwiak Brian 09 10 2008 MO Lead Source ALL DEALER CONTACTS Skippy Skip 09 03 2008 Lewercumac Lead Source bojcic bob 08 28 2008 Brochure amp Materials Request ALL LEAD SOURCES Doe Jane 08 27 2008 Brochure amp Materials Request Hamilton Rod 08 25 2008 Brochure amp Materia Reason For Contact ar 5 AREIA ae Wohlers Ben 08 24 2008 Brochure amp Material ALL REASONS FOR CONTACT y DuPlain Zac 08 18 2008 Brochure amp Materia Lead Status Winter Dave 08 17 2008 Brochure amp Material ALL LEAD STATUSES Giovann Haryry 08 15 2008 Brochure amp Materia Product Line Giovanni Harry 08 01 2008 Dealer Contact ALL PRODUCT LINES Greiner Bruce 07 06 2008 Dealer Contact Eadler Craig 07 05 2008 Brochure amp Materials Request Start Date Baker Richard 07 03 2008 Dealer Contact Frisch Steve 06 29 2008 Dealer Contact First Name Resssign Leads Mere are 358 leads matching this criteria m t I t n y t n Last Name Copyright 2008 Page 4 of 32 LeadTRACKER 5 0 User Guide e You can also change the way the information is displayed from an ascending to descending order by clicking on the column name Leads Set Up Management Email Tem tes AE O o e A A O Sea
31. nt to the selected consumer Set Up Management Email Templates Name Brochure Request Response Template Name Brochure Request Response Template Brochure F F To ul mjg1622 aol com Subject Your Brochure Request Personalization variables for use in email body Contact OEM Link Ins E Sauce 3 1 8 B 4 H k F Page i of 1 B 7 U dex x Z Z llea L Modify Template Style Format Font v Siz Jeff Lindenbera x samme You should be receiving your brochure shortly Please drop by and visit our store soon we look forward to meeting you Dave Frank Arico Sincerely Tom Jacobson x Creste Temolste Delete Temnlate Copyright O 2008 Page 26 of 32 LeadTRACKER 5 0 User Guide Creating a new template for your dealership e To create a new template for your dealership click Create Template Personalization variables for use in email body Inse E Source 00418 A ta El Page i of 1 tc SMS a A 28 Modify Template Style y Format Jeff Lindenberg Jo gt aras Angelo Caliendo Mike Giegoldt Mike Giegoldt Silas Wiater Dave Frank Arico Tom Jacobson e Type in a name for the template as well as the subject line that will be included in the email to the consumer and click Create Personalization variables for use in email body Email Name Dealer Contact Request Template Email Subject Your Dealer Contact Reques
32. one Manual means that all of the leads for your dealership will be distributed to just one person who will then be responsible for distributing them out to the appropriate sales reps Copyright O 2008 Page 17 of 32 LeadTRACKER 5 0 User Guide Reassigning Leads e There are two options for reassigning leads You can bulk reassign leads or you can reassign an individual lead from one sales rep to another within your dealership or from your dealership to another dealership e You can access the reassign function in two ways from the main leads page or on the lead information screen Leads Set Up Management Email Templates Lead Status History Appointments urrent Appointments Past Appointments Date Comments erials Request N ealer Contac lt There are 358 leads matching this criteria e To bulk reassign leads from the main lead page use the Search menu on the left of your Manage Leads page to sort down to the leads you wish to reassign Once the group of leads you would like to reassign is displayed click the Reassign Leads button To reassign a lead from the lead information screen click into the lead you wish to reassign and select if it will be reassigned within the dealership or to another dealership and follow the instructions below Set Up Management Email Templates Search Box First Name LastName Insert Dat Lead Source Reason For Contact Lead Dearer Contact bob bojcic 08 28 200
33. oon we look forward to meeting you Sincerely Dealer Contact First Name Dealer Contact Last Name Maalar Namal A S Copyright O 2008 Page 29 of 32 LeadTRACKER 5 0 User Guide Personalizing your email template using variables Leads Set Up Management Page i of 1 Modify Template a Jeff Lindenberg Angelo Caliendo Mike Giegoldt Mike Giegoldt Silas Wiater Dave Frank Arico Tom Jacobson si Create Template Save Template Send Template Name Dealer Contact Request Template Modify Template Jeff Lindenberg Angelo Caliendo Mike Giegoldt Mike Giegoldt Silas Wiater Dave Frank Arico Tom Jacobson Copyright 2008 Email Templates Brochure Request Response Tempf Subject Your Brochure Request Personalization variables for use in email body Format Dear Lead First Name gt I m your local dealer You she visit our store soon we look for iyrd to meeting you Sincerely Dealer Contact First Name Dealer Conta Dealer Name ast Name Name Brochure Request Response Template To a llind elknet net Subject Your Brochure Request Personalization variables for use in email body SS 66 Style Format Font a Y HR a Dear Jeff m your local dealer You should be receiving visit our store soon we look forward to meeting you Sincerely Jack Julie Mudgett Action Marine Dealer Contact Last Name Dealer Contact Tele
34. pg contact information eres foe Address 123 Lead Dr City City State illinois IL Zip Code 16509000 Country United States Email Address tyahI redoakgroup com Phone Number Mobile Number Alternate Number Notes send a brochure Step 2 Choose a dealer co t to assign the lead to Ja k Julie Mudgett lt lt BACK NEXT gt gt Set Up Management Email Templates Step 3 Choose the lead source and product information To add a new product line or product click here Product Line Product of Interest l y Lead Source Dealership Walk in Reason FE ontact AAN y lt lt BACK NEXT gt gt Step 3 Enter the product information lead source and reason for contact Copyright 2008 Page 14 of 32 LeadTRACKER 5 0 User Guide e If the product line you wish to assign the lead to is not listed in your product line drop down menu click on the add new product line link and type in the name of your product line When you are done click Finish to add it as a selection in your product line drop down menu Set Up Management Email Templates Step 3 Choose the lead source and duct information pr Product of Inter Lead Source Reason For Contact lt lt BACK Product Line Name Step 4 Send the new lead an email This step is HE optional Email Templates Step 4 Send the lead an ema
35. phone Dealer Email Address Dealer ID Dealer Name Dealer Panel Ayto Login Link Dealer State RW Dealer Telephone Dealer Website Dealer Zip Lead Address Lead City p Lead Email Address Lead First Name Lead ID Lead Info In Email Body Lead Info Link Lead Insert Date Lead Last Name Lead Source Name Lead State ale mad Telephone i My Y a os d be receiving your brochure shortly Please d Contact OEM Link your brochure shortl If you would like the email to be personalized you can select personalization variables from the personalization menu Select the item s you want to add from the menu click into the text box where you want the items to appear and click Insert Once you select a consumer to send the email to their name will automatically be pulled into the email text Page 30 of 32 LeadTRACKER 5 0 User Guide Log Out e s with any online application always log out of the system before leaving your computer The Log Out button is located on the upper right of your screen Logging out will prevent anyone with non administrator level access from viewing the entire dealership s leads This is important if you have a large dealership with multiple sales reps using shared computers OOO N Welcome back 227 Iulie Murine September 22 2008 02 57 PM CST Set Up Management Email Templates Search Box FirstName LastN
36. rch Box 4 LastName FirstName Insert Date Lead Source Reason For Contact Dealer Contact Mark Schlen 01 03 2005 Legacy Lead Import ALL DEALER CONTACTS Stephen Jo 01 03 2006 Legacy Lead Import ad Source Lanser Dan 01 03 2007 Discover Boating Brochure amp ALL LEAD SOURCES Diane Manthei 01 05 2006 Legacy Lead Import Matt Quinn 01 07 2006 Legacy Lead Import a Jon Matte 01 10 2005 Legacy Lead Import ALL REASONS FOR CONTACT y Easte Dennis 01 10 2008 DVD Request d Status David C Lar 01 12 2005 Legacy Lead Import ALL LEAD STATUSES Mark J Ledv 01 13 2005 Legacy Lead Import roduct Line Jon Wacker 01 16 2004 Legacy Lead Import ALL PRODUCT LINES wilkin joe 01 16 2008 Dealer Contact Start Date romano joey 01 17 2008 Brochure amp Materials Request freed larry 01 21 2007 Brochure amp Materials Request Thomas Ro 01 22 2004 Legacy Lead Import El E A PS Page fi of 24 gt bil First Name Print Leads Export Lesds Resssign Leads There are 358 leads matching this criteria Last Name e Click on any Lead Name to view or update the lead s contact information add additional information update the lead status schedule an appointment add a note or delete the lead Prospect Information Update Lead Status Jane Doe Current Status Opened 123 Dealer Dr Dealer City Illinois IL 60000 l Lead Status History Country United States z Appointments Email Address vahi redoakgroup com Home Phone 383 883 8388
37. rom the left menu and click the Delete icon Set Up Management Email Templates FirstName LastName Dealer Name Jack Jule Mudgett Action Marine _ Action Marine Teresa Vahl Page I of 1 e Ifthe rep has leads assigned to them in the system you will need to reassign all of their leads First Name Last Name Email Address Office Phone Cell Phone Password Is Active Is Receiving Leads Type of Email Received Is Admin Copy on Leads Reports Only before you can delete them from the system Set Up Management FirstName LastName Dealer Name Jack Julie Mudgett Page 1 of 1 To reassign leads from one sales rep to another or from one dealership to another see Action Marine Email Templates Jack Julie Mudgett sportle redoakgroup com 539 2000 306sc80 Yes No Yes No O HTML amp TEXT Yes No Yes C No Yes No The contact still has leads assigned You o must reassign the leads before you can delete the contact Last Name Email Address Office Phone Cell Phone Password Is Active Is Receiving Leads Type of Email Received Is Admin Copy on Leads Reports Only Reassigning Leads on page 19 of this manual Copyright 2008 647 457 4718 a Yes No Yes No Y HTML TEXT Yes No Yes No 6 6 Yes C No Page 12 of 32 LeadTRACKER 5 0 User Guide e Ifthe sales rep has no
38. sumer receives it Personalization variables for use in email body Contact OEM Link z a Y sE a lE RE 5 Style Format Normal Font Size ill Il Page i of 1 iB Z Modify Template Jeff Lindenberg a gt Smoker Craft http 216 136 30 248 InstanceName myEditor amp Toolbar DealerAdmin Preview Windous SS 10 x 10 x A E AS Angelo Caliendo JE le File Edit View Favorites Tools Help Pir Mike Giegoldt Aa Arme Mike Giegoldt File Edit e wr abe Y d E ri Page OF Tools rel 3 Silas Wiater Dave Frank Arico Tom Jacobson Lead First Name m your local dealer You should be receiving your brochure shortly Please drop by and visit our store soon we look forward to meeting you Sincerely Dealer Contact First Name Dealer Contact Last Name Dealer Name El e Internet E 100 Dealer Contact First Name Dealer Contact Last Name INealar Namal Done i Pp JE f internet R 100 4 Personalization variables for use in email body Contact OEM Link Source f Cae I U abe x J 225 Modify Template Style Format Normal l Eont Jeff Lindenberg u V HR Angelo Caliendo Mike Giegoldt Mike Giegoldt Silas Wiater Dave Frank Arico Tom Jacobson Lead First Name I m your local dealer You should be receiving your brochure shortly Please drop by and visit our store s
39. t Set Up Management Email Templates Name Name To E Subject Personalization variables for use in email body Brochure Request Response Template Dealer Contact Request Template Insert E Source D ALE g A a Eag AENA ETE MA ERAN cd A a SI Page 1 of 1 e Once created the template will appear in the existing templates menu on the left Copyright O 2008 Page 27 of 32 LeadTRACKER 5 0 User Guide e To add text select the template you wish to modify from the menu on the upper left Type your message in the editing box and click Save Template on the lower left to save your changes Your Dealer Contact Reques Personalization variables for use in email body Dealer Contact Email Address y Page 1 of 1 Viodify Template Jeff Lindenberg Angelo Caliendo Mike Giegoldt Mike Giegoldt Silas Wiater Dave Frank Arico Tom Jacobson Insert E Source D E j 4 a 2 Eg B Z U abe X i HS fl E Y i a a JE Format Normal A Y HR amp Dear Lead First Name We received your dealer contact request and wanted to introduce ourselves We are your local dealer and have been serving the community for over 10 years The best way to learn about our products is to stop by and visit We are confident that you will find we have the best deals around and our sales team is very knowledgable on all the latest equipment Stop by soon we look forward to meeting
40. t Type Foll Up Cz y edit the information and click the Edit ee Location PLM icon to save or click the Delete icon Appointment Date FE to remove it from your scheduler You ee foz E Appointment Comments A i z al can also view past appointments z zi under the Past Appointments tab Send he Quico Send Reminder Yes No ESPINO VOLT AAA Copyright 2008 Page 8 of 32 LeadTRACKER 5 0 User Guide e Use the Search drop down menus on the left to sort leads by a particular category or categories You can search leads by sales rep assigned lead source reason for contact lead status product line between two dates first or last name or by any combination of these selections Please note the drop down menus allow you to search leads within the categories listed Only categories where you have leads will appear in the menus If you do not see a category such as a product line you carry this means you have no leads for that product line Once you receive a lead in that category it will appear as a search option in the drop down menu Set Up Management Email Templates FirstName LastName Insert Date Reason For Contact Dealer Contact Skip Skippy 09 03 2008 Dealer Contact ot Opened j lie Mudoett a Jack Julie Mudgett Harry Giovanni 08 01 2008 Dealer Contact Info Request Bruce sreiner 7 06 2008 Jealer Contact C cted Lead Source Bruce Grein 07 0
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