This is the Process of how the internet leads are parsed into DealerTeam.
Step 1. An email comes in from your website or third party lead generators in the ADF Auto-Lead Dealer Format. If it is not in ADF it will be discarded. If it is in the correct format it will read the ADF and Collect the information and search for a match in DealerTeam. The information it will collect is Customer, Vehicle of interest, Trade, Source, and Finance information if included.
Step 2. Account Matching Criteria, DealerTeam will search for an existing account in the system to be sure not to create a duplicate account. It will search for the last name and also has to match one of the following, Email, Cell Phone, Day Phone, or First Name. If it can not find a match it will create a new account and record the data. If it finds a match it will update the current account based on Step 3.
Step 3. If there is a SalesUp on the account It will use the following Criteria to either create a new SalesUp or notify the Salesperson of the current SalesUp. First, make sure your settings are correct in the CRM Settings. To Get to the CRM Settings Click on the All Tabs (+) sign then click on CRM Settings.
Scroll down to the Internet Lead Management System settings make sure the ILM (Internet Lead Manager) No Duplicates are enabled. ILM Duplicate Time Period can be adjusted to how long you would like to have a new SalesUp created based on the last activity or created date on the current SalesUp.
Step 4. SalesUp Matching Criteria. If customer email or buyer contact and the status of the SalesUp is Open it will find a match. In this case, DelerTeam will create a new desk log in the system and create a closed task for the current SalesUp owner. Then it will notify the Salesperson 1 on SalesUp by way of email and an internal Chatter.
If there is not a match DealerTeam will create a SalesUp and a Desk Log / Traffic log.
Step 5. Does Queue Exists, Queue can be set up to have a number of sales people to look at the queue and be able to add their name and this will change the account owner also.
This can also be set up for a number of sales people to have a round robin that will rotate who will get the SalesUp and can automatically assign a salesperson to the SalesUp.
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