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  • 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

    Drivers license scanner (additional feature to app)

    Text messaging (additional feature to app)

  • Confidential Information Copyright 2017 Data Software Services, L.L.C. | 3

    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

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    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 employees level of access within eLead CRM.

    Menu

    Scan customers drivers 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 users home screen

    Search for existing customers

    Organizer daily view of Organizer.

    Dashboards users level of access determines

    what is viewed in this area.

    Inventory search dealerships 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

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    Search functionSearch for existing customers.

    After tapping Search, type in criteria.

    New customer can be added.

    Multiple search criteria can be entered.

    Tap customers 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 drivers 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.

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    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 todays 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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    Complete a Task continued

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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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    Complete a Task continued

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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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    Complete a Task continued

    1 Tap Finished.

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  • Confidential Information Copyright 2017 Data Software Services, L.L.C. | 18

    DashboardsEmployees level of access at dealership determines what dashboards are available.

    1 After tapping Dashboards:

    Users that do not have management

    level access will get a message.

    Management level staff will have

    DeskLog display.

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  • Confidential Information Copyright 2017 Data Software Services, L.L.C. | 19

    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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  • Confidential Information Copyright 2017 Data Software Services, L.L.C. | 20

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

    After tapping Inventory, use any available criteria to search dealerships inventory.

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

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    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.

  • Confidential Information Copyright 2017 Data Software Services, L.L.C. | 23

    [email protected]

    Support: (877) 859-0195