mobile app for iphone and android - eleadcrm.com app new.pdfmobile app for iphone and android. ......

Mobile App for iPhone and Android

Confidential Information – Copyright © 2017 Data Software Services, L.L.C. | 2

Overview

This app maximizes data performance and is designed to generate more deals. No matter the location, eLead Mobile App provides 100%

access to customers, customer data, inventory, follow up and internet lead tools to capitalize on every business opportunity. Seamless

real-time integration features with the in-store CRM ensures up-to-date data is available to authorized users at all times.

Features:

Search for existing customers and customer contact information

Add customers

VIN scanner to instantly upload trade information

Process daily tasks including sending templates

View inventory

Respond to internet leads

Receive notifications

Driver’s license scanner (additional feature to app)

Text messaging (additional feature to app)


Mobile App DownloadMobile app is compatible with both iPhone and Android devices.

iPhone users go to App Store.

Android users go to Google Play.

Search for elead1 to locate the

application.

iPhone

Android


Mobile App Sign OnSigning in to the mobile app is as easy as signing into the full desktop version.

Sign in with your eLead user name and password.

Tap Login.

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Home ScreenHome screen depends on employee’s level of access within eLead CRM.

Menu

Scan customer’s driver’s license (additional

feature)

Scan Vehicle of Interest VIN

Desklog will open for managers.

Daily Activities will open for non-managerial

staff.

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Menu IconAvailable options are similar to main screen.

Home – navigates back to user’s home screen

Search for existing customers

Organizer – daily view of Organizer.

Dashboards – user’s level of access determines

what is viewed in this area.

Inventory – search dealership’s inventory

Texting – available if dealership has Text Messaging

feature in CRM

Change Companies – if user has access to multiple

stores, he/she can switch between dealerships

Logout


Search functionSearch for existing customers.

After tapping Search, type in criteria.

New customer can be added.

Multiple search criteria can be entered.

Tap customer’s name to view Customer

Details.

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Add ProspectAdding a new customer using the mobile app.

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After tapping No Match, Add New, either

tap scan to scan in driver’s license

(dealership must have this feature)

OR

tap name to manually type in name.

Slide screen up to view additional

information that can be added.

When done tap Create Prospect.


Add Opportunity informationWait for system to process.

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Tap Go To Opportunity.

Tap Choose an Up Type.

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Opportunity InformationComplete as much information as possible.

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Choose Up Type.

Choose Source.

Tap Done.

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Opportunity InformationComplete as much information as possible.

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Tap to Add Vehicle of Interest.

Tap to Add Trade-in.

Tap Save Information.

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OrganizerOrganizer initial display is today’s tasks.

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All tasks for day chosen.

Appointments for day chosen.

Hot Priority tasks for day chosen.

Follow-Up Calls for day chosen.

eMails to send for day chosen.

View Overdue displays tasks that are 30 days or

less overdue.

Use drop down arrow beside Today to change date.

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Complete a TaskSending an email from the mobile app.

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Tap on task. Customer Activity will

display.

Tap Go To Activity. (In this example

sending an email is used.)

Email Setup will display.

Select a Template to send or

type a Subject.

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Complete a Task continued

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If user typed a Subject in, this step will

be skipped.

Scroll up to select a template.

Tap Preview Email.

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Template can be edited.

If a template was not selected, type

email in this section.

Tap Send.

Activity Results displays.

Enter Comments if desired and tap Set

Next Activity.

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Tap Select an Activity.

Change date and time if desired.

Scroll to select next activity.

Tap Done.

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DashboardsEmployee’s level of access at dealership determines what dashboards are available.

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Users that do not have management

level access will get a message.

Management level staff will have

DeskLog display.

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DeskLogManagement level staff can quickly view DeskLog statistics.

1 Change to different date or date range.

Tap to view Sold for day/dates selected.

Tap to view number of: Be Backs, Showroom, Internet, Phone, and

Campaign Ups for date or date range selected.

Tap to view number of: Write Ups, Demos, Appraisals, Turn Overs, and

customers that have been in showroom for over 45 minutes.

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Search InventoryTop fields are for specific vehicle. Bottom categories will list vehicles by that category.

After tapping Inventory, use any available criteria to search dealership’s inventory.


Search Inventory continuedWhen searching by category number in parenthesis is number of vehicles matching that criteria.


TextingDealership must have Text Messaging for CRM in order to use Texting on Mobile App.

Very similar to Texting within CRM.

Please review eLead Text training document on Resources tab of University

system for further information.


[email protected]

Support: (877) 859-0195

mobile app for iphone and android - eleadcrm.com app new.pdfmobile app for iphone and android. ......

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