Detailed view of a lead
The Lead Detail View provides a comprehensive overview of a specific lead's information and history. The view is divided into four main sections: Info, Lead Details, Linked Leads, and Contact & Documentation.
Info Section
The "Info" section provides a summarized description of the lead and its tracking. It includes the following details:
- Summary:
- Remaining Time
- Customer
- Brand
- Model
- Source
- Subject
- Status
- Tracking:
- Created Date
- Assigned
- Number of Contact Attempts
- Appointment date / Closing Reason
Lead Details Section
The "Lead Details" section provides in-depth information about the lead and the associated vehicle. It includes:
- Lead:
- Mileage
- Inspection (km and days)
- Oil Service (km and days)
- Warning Lights
- Lead ID
- General inspection date
- Open in lead's source (when the source of the leads is available, in this section you can find a hiperlink to this source)
- Vehicle:
- Vehicle Identification Number (VIN)
- License Plate
- Brand
- Model Name
- Model Year
- Engine Code
- Transmission Code
- Fleet
- Customer:
- Name
- Phone
- Street
- House Number
- Address Affix
- Post Code
- City
- Region
- Country
- Customer Request:
- Desired Date
- Replacement Mobility
- Service Scope
- Specifications
- Further Information
Linked Leads Section
The "Linked Leads" section displays a summary of leads that share the same Vehicle Identification Number (VIN) and have been closed previously.
Contact & Documentation Section
The "Contact & Documentation" section includes:
- Customer Information:
- Salutation
- First Name
- Last Name
- Phone
- Contact Attempts:
- A list of contact attempts made regarding the lead
- Each entry includes the communication channel, date, and time of the contact attempt, along with any observations.
This Lead Detail View offers a comprehensive insight into a lead's information, from the initial summary to specific vehicle details and customer interactions. It simplifies lead tracking and effective management of lead-related information.