In this video I show you how to enter a lead so you can add a sale to that lead.
There are 2 ways to add a lead.
#1. The lead wants to use the 3D design software on his own. In this case you must enter the lead's email address.
When you add a lead to your dealer dashboard make sure you enter the correct email address. The system sends them an email letting them know you created an account for them.
#2. The lead does not want to use the 3D design tool, but you need them in your system so you can add a sale to that lead.
When you add a lead to your dealer dashboard enter their phone number in the email field. The system will not send them an email letting them know you created an account for them, but they will be in your system so you can add a sale to them.