8. Leads

Leads are information gathered as potential customers interact with your products. For example, if a customer starts reserving a vehicle on your website, information collected from this interaction feeds through as a lead.

Leads also refer to draft applications. Let’s say a customer starts a quote but doesn’t want to continue immediately to a finance application; the saved quote becomes a lead. When the customer is ready, the saved quote is available.

Here's a quick recap of creating a lead:

Viewing Leads

To view leads, you can either,

• Click on the 'View all Leads' in the Leads card on Dashboard.
• Click on the funnel symbol on the navigation panel.

Either option takes you to the Leads page. Use the search boxes at the top to locate leads using details such as postcodes. You can also search within a specific period, e.g., the last seven days.

Click on a lead, and you'll be taken to its Overview page, where you can view all its information. 

Next up, 9. How to Start a Quote.