Leads

Evaluate a potential lead and initiate a follow up.

Leads are the assets you browsed for your customers but didn't finalize, or the assets that the customer browsed on Drift but didn't continue with the purchase.

By default, leads are grouped based on the email address of the customer.

Leads Table

You can browse and filter the leads within the Leads table using:

Email Address First Name Last Name Contact Number Communication Method Lead Source Lead Status Lead ID Deal ID Deal Status Year/Make/Model/Trim VIN Stock Created At Last Updated At Last Synced Status

Lead Summary

To see the details of the leads and to look into what users searched for, click the icon at the end of the table, and select View Details. This will redirect you to the Lead Summary page.

The Lead Summary page consists of the following sections:

Customer Details

The Customer Details section includes the following information:

Name
Address
Email
Credit Score
Mobile Phone Number
Preferred Communication
License Number
Date of Birth

Asset Details

The Asset Details section includes the following information:

Asset
Asset Condition
Stock Number
Current Mileage

Search Details

The Search Details section includes the following information with which the search queries were made:

Asset Condition
Selling Price
Year
Make/Model/Trim
VIN
Stock Number

Asset Payment Breakdown

The Asset Payment Breakdown section includes the following information:

Estimated Periodic Payment
Net Periodic Payment
Tax Amount
Due at Signing
Terms
Rate
Annual Mileage
Selling Price
Down Payment

You can also see the detailed breakdown of the NFA/Adjusted Capitalized Cost, including:

FA/Gross Capitalized Cost
- Selling Price
- Add-Ons
- F&I Products
- Fees
- Trade-In Inequity
- Taxes Capitalization
Capitalized Cost Reduction
- Down Payment
- Trade-In Equity
- Rebates

Overview Business Analytics