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

Send Review Request

💡 Tip: Mention the customer's name and something specific about their experience for best results

Recent Review Requests

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Profile Settings

Personal Information

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

Change Password

Passkey Security

Passkeys use biometrics (fingerprint, Face ID) or device PIN for phishing-resistant login. No password needed.

Calendar Integration

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

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Analytics

to
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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

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

User Management

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Email Settings

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

SMS Message Templates

Test Drive Settings

to

Access Review

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