The Leads tab in the Dealer Space app is your centralized workspace for managing customers, deals, and tasks. This guide provides an overview of the Leads tab and its components to help you engage effectively with your leads and streamline your sales
Overview of the Leads Tab
The Leads tab is divided into three main sections:
- Customers: A consolidated list of all your contacts.
- Deals: A pipeline view of transactions and opportunities.
- Tasks: Your personal or team-wide to-do list for customer follow-ups.
Heads up, new users! Space Auto takes an approach to Leads that might be different than what you're used to. Instead of a singular list of "Leads" everything is organized into a connected system of Customers, Deals, and Tasks. By organizing these sections, Dealer Space ensures that data is easy to access, organize, and act on without worrying about duplicates.
1. Managing Customers
The Customers section serves as your digital Rolodex. Each customer profile consolidates their activity and interactions across various channels into a single view.
Key Features:
- Activity Feed: Logs every action a customer takes (e.g., submitting forms, favoriting vehicles) and every interaction from the sales team (e.g., emails, texts).
- Messages, notes, and updates are consolidated into one feed for clarity.
- Activity is labeled by source, whether automated or manual.
- Profile Creation: When a customer submits their first lead (e.g., vehicle inquiry), a profile is automatically created.
- Filtering: Use filters to sort customers by lead source, activity, or creation date.
Benefits:
- Avoid duplicate profiles by consolidating interactions under one customer.
- Gain a comprehensive view of the customer’s journey, making follow-ups more informed and effective.
2. Tracking Deals
The Deals section is where you manage opportunities tied to specific vehicles. A deal is created when a customer interacts with your inventory (e.g., submitting a vehicle inquiry).
Key Features:
- Pipeline View: Deals are organized into stages:
- Fresh: New inquiries or opportunities.
- Desking: In active pricing or negotiation stages.
- Finance: Awaiting or undergoing financing approval.
- Close: Finalized and completed deals.
- Lost: Archived opportunities that didn’t close.
- Drag-and-Drop: Move deals through the pipeline stages easily by dragging and dropping cards.
- Vehicle Association: Each deal is tied to a specific vehicle, allowing detailed tracking of pricing and customer interactions.
Benefits:
- Track the progress of each opportunity with visual clarity.
- Separate customer management from transaction tracking for better organization.
3. Completing Tasks
The Tasks section is your actionable to-do list for customer follow-ups. Tasks are always tied to specific customers and can be created manually or generated by automations.
Key Features:
- Task Types: Includes phone calls, emails, or reminders.
- Quick Actions: Complete tasks directly from the task view with minimal navigation.
- Filters: Sort tasks by:
- Assigned to you or a team member.
- Type (e.g., phone calls only).
- Due date.
- Task Creation: Add tasks from the customer profile or directly in the Tasks tab. Example: Add a reminder to follow up with a customer about their trade-in.
Benefits:
- Manage your daily workflow efficiently by focusing on prioritized tasks.
- Complete multiple tasks in quick succession to maintain customer engagement.
How the Leads Tab Integrates with Other Features
- Analytics: While the Leads tab is designed for active engagement, analytical insights (e.g., lead source tracking) are available in the Dashboard or Marketing tabs.
- Automation: Many tasks and interactions are triggered automatically, saving time and ensuring consistency in follow-ups.
- Unified Data: Deals, tasks, and activities are connected to the customer’s profile, ensuring all data remains centralized and up-to-date.
Best Practices for Lead Management
- Consolidate Customer Profiles: Use the Leads tab to manage customer activity across multiple channels without creating duplicate entries.
- Regularly Update Deals: Move deals through the pipeline stages to keep track of progress and prevent stagnation.
- Prioritize Tasks: Focus on high-priority tasks and use filters to streamline your workflow.
- Monitor Activity: Use the Activity Feed to understand the customer’s journey and tailor your interactions.