Within CRM > Messages > Aftersales, you are able to process leads relating to the Workshop/ Parts Department:
All leads will initially be set as ‘Not Processed’ and will require some form of interaction from a user to process them. Setting as processed tells the system that someone is aware of the
lead but doesn’t perform any other action. Overdue contacts will appear in Red and Current contacts will be in Black. A lead will be processed by any of the following
actions:
• Highlighting the lead and clicking ‘Process’.
• Highlighting the lead and clicking ‘reject’.
• Double click on the lead and complete the details.
A lead may be rejected via the Internet Leads screen by highlighting the record and selecting
the reject button. This will delete the customer record and is an easy way to handle duplicate/multiple enquiries. A reason for deletion will need to be entered.
When processing the lead depending on the type of request a workshop booking can be
created or the customer record can be viewed in either case an entry is placed in the
customer contact field.