One of the options visible in the Sales Pipeline is 'Send to Remarketing'. This option is visible when you are viewing an individual lead and allows you to remove from the Lead Dashboard.
We had the best of intentions when introducing this feature, however we have found that the function is not working in the real world within dealerships. Instead of doing anything with these leads in the future some dealerships are using the Send To Remarketing function to hide leads without marking as Closed Lost.
The problem with this approach is that these leads are never closed, never followed up and eventually become Overdue and Stalled - rendering such reports like the Health Check useless, and many customers are falling through the cracks.
As such in the upcoming 17.3 release for iOS and Desktop we are removing the 'Send to Remarketing' option. Additionally we will remove the filter on the lead Dashboard to 'Show Remarketing'.
The vast majority of these leads are stalled and as such any that are under the 'Remarketing' flag and are either Overdue or Stalled will be Closed Lost. Any that are under the 'Remarketing' flag that are scheduled for the Upcoming or Future date range will remain open in your Dashboard.
This will happen automatically when we release our 17.3 version. You will be reminded a week before this occurs - currently scheduled for approx. the first week of October. For dealers with complicated set ups or with more than 50 leads flagged as 'Remarketing' we will call to work through the process of tidying these up. We recommend that you check your Dashboard for any leads that are sitting in 'Remarketing' by clicking on the search icon, and selecting the 'Show Remarketing' option.
Instead of squirrelling away your hard earned leads in Remarketing it is better to actually remarket to your customers. The new Live Leads processed we recently introduced provides our customers with a much better approach to be able to identify which customers are worth future follow up. The new Live Leads process enables you to build a recipient list from your captured leads on the fly, and remarket to them via Live Leads. When those recipients interact with your email you can automatically schedule follow up which will be added to your Dashboard. To find out more about Live Leads read our step-by-step How To Guide HERE
If you have any questions about the process please contact Support@autoplay.co.nz to discuss.