Send ADF Lead Without Opening a Deal
gathering votes
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William Mills
We would like the ability to submit a lead to the sidebar (via lead address or OEM) and determine by source if a new deal should be started or not.
Created by Emily Schaeperkoetter
Drew Adler
gathering votes
Hello William and thank you for the feedback! I have updated this status to reflect that it is now gathering votes from the community. If anything changes in the future, we will update this post accordingly!
Shelby Parker
Hiya William Mills, thanks for sharing with us! Following up on this:
- Can you provide more details on how you envision the process of determining whether a new deal should be started or not based on the source?
- What specific sources should trigger a new deal and which ones should not?
- Could you clarify what you mean by 'submit a lead to the sidebar'? How would this functionality improve your workflow?
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William Mills
Shelby Parker Here's an example from our Subaru Franchise: A salesperson that works Subaru Care Connect (Equity Mining) guests and want to push the guests profile into Drive Centric. At this time, the data comes into Drive Centric as a Campaign Lead via a XML/ADF lead. Since we don't need to take immediate action guests being pushed from Subaru Care Connect, we do not need a new deal to be created causing us to call, text or email to stop the clock.