Assign Sales Process

This feature is available to Manager users only.

Use the features on the Assign Sales Process page to set the criteria that triggers your dealership's sales processes.  From this page you can:

Assign Sales Processes

Prioritize Sales Processes

You can also edit and delete sales processes from this page, for more information on editing and deleting sales processes see Create/Edit Sales Processes.

Things to Remember before Assigning Sales Processes:

  • Each Sales Status can only be assigned once

  • Each Type, Make, Year, and Source can only be assigned once

  • Each Salesperson can only be assigned once

  • If Any is selected from the All Leads Where list, it should be the last process listed

 

Assign Sales Processes

When you assign a sales process, you define the situations that cause a sale process to run.

To assign a sales process:

  1. Click the Tools tab.

  2. From the Sales Processes section, click Assign Sales Process.

  3. From the Add New Assignment Criteria for Sales Process section, go to All Leads Where list, and select the identifying lead criteria (ex: Makes, Year, Sales Status or Source) to trigger the sales process.

  4. In the Is Equal To list, select one or more items to further define the lead criteria.  For example, if you want to trigger a sales process when a prospect walks from the dealership, you can select Sales Status from the All Leads Where list and then Walked from the Is Equal To list.)

  5. In the Perform section, select an existing process from the list or click the Create new process link to create a new process.

  6. Click Submit.

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Prioritize Sales Processes

If you have more than one sales process assigned, you need to determine the order that the system should run them.  If a lead meets the criteria of a sales process assignment, then only the tasks of the assigned sales process will be associated with the lead.  The most important sales process is assigned the number 1, the next most important is 2, and so on.  The system runs the processes using the priorities assigned.

To prioritize sales processes:

  1. Click Update Ordering.

  2. Delete the current number and then type the new priority number in the box next to the description of the assignment.  Be sure to use each number one time only.

  3. Click Update Ordering.

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Revised: March 2010