DealerX contacts
Overview
A Contact is a customer or prospect. One contact can have several leads over the years. Contacts are kept unique per account by mobile phone first, then email: adding a contact with a phone number you already have updates that contact instead of making a second one, however the number was typed.
DealerX → Contacts is available to every user.
Steps
Find a contact
- Go to DealerX → Contacts.
- Type part of a name, phone number or email in the search box and press Enter or click Search.
- The results show the phone, email, dealership and how many leads the contact has. Click the name to open it.
Phone searches ignore spaces, brackets and dashes: "555 0123" finds "+1 (416) 555-0123".
Add a contact
- Click Add new contact.
- Enter at least a first or last name and a mobile phone or email. Address, birthday, anniversaries, preferred channel and the do-not flags are optional.
- Click Save. The contact opens.
To create a contact and a lead in one go, use Leads → New lead instead.
Edit a contact
Open the contact, change the fields under Details and click Save. If the new phone or email already belongs to another contact, the save is refused with a message; open that other contact instead. The Leads list below links to each of the contact's leads, and New lead for this contact starts a new one with the contact already chosen.
Special dates
The Special dates in the next 7 days list on the Contacts page shows birthdays and anniversaries coming up, so reps can reach out.
Tips
- Tick Do not text, Do not email or Do not call when a customer asks; later releases respect these before sending.
- Preferred channel tells reps how the customer likes to be reached.