Lead Management

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Total Leads
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Qualified Leads
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Sold
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Qualified Conversion Rate
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Sold Conversion Rate

Today's Priorities

- New leads (unworked)
- No Answer
- Overdue follow-ups (>48h)
- Active leads
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Test Drives

0
Today
0
Upcoming
0
Pending
0
Completed

Schedule

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All Test Drives

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Review Requests

Sent Requests

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Profile Settings

Personal Information

Used for SMS alerts (credit app notifications, etc.)

Change Password

Sign-in Methods

Keep at least one. Having both means you can still get in if one isn't available.

Passkeys

Calendar Integration

Connect your Outlook calendar to receive test drive appointments and block time for walk-ins.

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Analytics

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Total Leads
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Reviews Sent
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Avg Response Time
Time to first contact
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Conversion Rate
New → Sold

Reviews Sent by Platform

Lead Status Distribution

Leads Over Time

Lead Sources

Response Time Distribution

Credit App Funnel

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Chatbot Conversations

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Staff Activity

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Total Actions
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Most Active User
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Leads Contacted
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SMS Sent
User Status Changes SMS Sent Notes Credit Apps Reviews Logins Total Last Active
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Admin Panel

Team & Access

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UserSign-inRolePermissionsLast activeActions
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Settings

Email Settings

💡 Lead notifications will be sent to all email addresses listed above

SMS Message Templates

Test Drive Settings

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Credit Application Auto-Send

When on, leads that show financing intent (financing questions, the chatbot financing flow, pre-qualification answers) and have text-message consent on file are texted the secure application link after the delay below, with one reminder after 3 days. Nothing is sent without consent, to numbers that opted out, to customers who already applied, or between 9 PM and 8 AM.

Compliance

Access Review

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