Viewing and managing leads

View and search the leads captured when customers interact with your products, such as saving a finance quote or reserving a vehicle.

What is a lead?

A lead is created when a potential customer interacts with one of your products — for example, by saving a draft finance application or reserving a vehicle online. Each lead contains the details captured during that interaction.

Navigating to the Leads page

You can reach the Leads page in two ways:

• Click View all Leads on the leads card on the dashboard.
• Click Leads in the navigation panel.

Searching for a lead

1. On the Leads page, use the search bar to find a specific lead. You can search by surname, VRM, postcode, or location.
2. The list updates as you type to show matching results.

Opening a lead

1. Click on any lead in the list to open it.
2. You will arrive at the lead's Overview page, which shows the customer's details and the activity associated with that lead.

Screenshots show example data. Your portal will look the same with your own organisation's users and settings.