“ Pivot by ” in Leads

This section will help you for customer bifurcation and to prioratise them accordingly.

1. To-do List : All the leads which has reminder set for the duration selected in the calendar, will reflect in this section

2. Escalated Leads : 1. If a lead stays in certain stages for too long, it gets escalated. For example, if a lead has been in Negotiation, Test Drive Scheduled, or Test Drive Completed status for 7 days without any update, the system marks it as Escalated. 2. For leads in "Follow Up" status, if there’s no update for 4 days, the system will mark them as Escalated. All new leads entered in the system need to be updated quickly. 3. If a new lead comes in and no status is updated within 30 minutes, the system will automatically mark it as Escalated. This setup ensures that no leads are left unattended and that your team gets reminders to follow up on important cases. For the mentioned leads as per your screenshot, the status was updated after 30 mins, which is why they were marked as escalated.

3. Call Leads - Identifies customers who contacted the dealership via Call Ad or direct call.