With Christmas and New Years rapidly approaching you may find that you need to review who receives your leads over the xmas break.
There are a couple of approaches to managing new leads in AutoPlay.
1. All new leads are emailed/SMS and allocated to a single Sales Manager who is responsible for replying or allocating the lead to the rest of the sales team
2. All new leads are marked as Not Allocated but are emailed/SMS to a group of managers responsible for replying or allocating the leads. The first to pick up the lead then owns responsibility for the lead
3. Leads are automatically allocated to specific members of the sales team to manage directly - sometimes bypassing the Sales Manager. User A gets the first lead, User B the second, User C the third etc etc. You can read more about Auto Allocation at support.autoplayauto.com/portal/en/kb/articles/auto-allocat-new-electronic-leads
It is also possible to set up different recipients for leads after hours. This can be either a single recipient or multiple recipients. You can specify your after hours options by Weekday, Saturday or Sunday.
Over the Christmas and New Years periods you may find that there are changes to the users that normally manage your new leads that are captured from your website and third party listing sites. In AutoPlayAuto.com it is possible to set users as being either 'ON HOLIDAY' or set specific days of the week the they do not work.
If you are using the Auto Allocation function this can be particularly useful as specifying their rostered days off, or marking the user as 'On Holiday' will ensure the Auto Allocation does not route a lead to them. When the user returns to work make sure to untick the 'On Holiday' option as the user will not be automatically allocated any new leads whilst this remains ticked. You can read more about how these settings work at support.autoplayauto.com/portal/en/kb/articles/lead-allocation-rostered-days-off
If you have any questions about how best to manage your new leads within AutoPlayAuto.com please contact our support team at email@example.com
AutoPlay Sales Pipeline is a pre-sales lead management tool designed for dealerships, dealer groups and automakers