Auto Manager

This setting is available to Manager users only.

Use Auto Manager to distribute incoming leads to salespeople based on specific criteria. You should only set up Auto Manager for the Manager user who owns the sales@yourdealershipname.dealerspace.com email address. Click the following links to learn more about setting up and maintaining your Auto Manager settings.

Set up Auto Manager

Prioritize Auto Manager Filters

Edit Auto Manager Filters

Delete Auto Manager Filters

To set up Auto Manager:

Click the Settings link.
In Dealer Settings section, click Auto Manager.
From the Select a manager list, select the Manager user who owns the sales@yourdealershipname.dealerspace.com address.
In the All Leads Where list, select the identifying lead criteria (ex: Makes, Year, or Source).
In the Is Equal To list, select one or more items to further define the lead criteria. For example, if you are creating a filter to route leads based on vehicle Make, specify which Make(s) you want to target such as Ford, Lincoln and Mercury.
Determine how the filter distributes the leads by selecting Redirect To: or Round Robin: from the Perform options.

Redirect – Use when you want to distribute leads to a specific individual.
Round Robin – Use when you want to distribute leads alternately between two or more salespeople or teams.

In the On User(s) list, select the individual, individuals or teams you want to receive the leads.
Click Submit.

Important Reminders about Auto Manager

The choice Any in the All Leads Where list means all leads. Use it as the final filter.
You can assign each Sales Status one time only.
You can use multiple Zip Codes in the same filter. Separate each using commas.
You can assign each Salesperson one time only.

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Prioritizing the Filters

If you have more than one filter set up in Auto Manager, you can adjust the order the system processes them by numbering each filter based on priority. The most important filter is assigned the number 1, the next most important is 2, and so on. The system then distributes leads using the priorities assigned in the Auto Manager filters.

To prioritize Auto Manager Filters:

Click Update Ordering.
Delete the current number and then type the new priority number in the box next to the description of the filter. Be sure to use each number one time only.
Click Update Ordering.

To Edit Auto Manager Filters:

Click the Settings link.
In Dealer Settings section, click Auto Manager.
From the Select a manager list, select the Manager user who owns the sales@yourdealershipname.dealerspace.com address.
Find the filter you want to edit and click Edit.
Make modifications as desired and click Submit.

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To Delete Auto Manager Filters

Click the Settings link.
In Dealer Settings section, click Auto Manager.
From the Select a manager list, select the Manager user who owns the sales@yourdealershipname.dealerspace.com address.
Find the filter you want to delete and click Delete.
Click OK.

Revised: March 2010