Updating Lead Status

Lead Status helps you to easily track all the Leads. It increases your efficiency and fastens the sales process. Just by looking at your updated Leads screen, you can get to know what is the progress with the Leads.

We recommend that, along with the lead details update, you also update the Status of each Lead after you have connected with the customer.

You can set one of the following statuses for each Lead based on the latest scenario with the respective customer :

• Follow Up - Customer has asked to call back later OR dealer has to get back to customer with information. (Set a reminder for such leads)

• Test Drive Scheduled - Customer has scheduled a test drive (Set a reminder in case the customer does not show up for the test drive)

• Test Drive Completed - Customer has completed the test drive of the vehicle from the dealership

• Negotiation - Customer has asked for quotation and negotiating on pricing / accessories etc

• Not Contactable - Customer didn’t respond to your call. (Set a reminder for such leads to call them back again)

• Retail - Customer has purchased the car from your dealership

• Booking Done - Customer has booked the car from your dealership

• Retail Lost - Competition/Codealer - Customer has purchased the car from competition - either other car brand or co-dealer

• Booking Lost - Competition/Codealer - Customer has booked the car with competition - either other car brand or co-dealer

• Service Enquiry - Customer is looking to service their car

• High Waiting Period - Customer is looking for earlier delivery of car but due to high waiting period they have changed their plans

• No Stock Available - Customer is looking to buy a car but due to NO stock they have changed their plans

• Insurance Enquiry - Customer is looking to either purchase / renew their insurance policy. This can be transferred to appropriate team at your dealership

• Not Interested Anymore - Customer was interested in buying a car earlier but have changed plans of buying a car

• Spare Parts / Accessories - Customer has enquired for spare parts or new accessories from your dealership

• Used Car Enquiry - Customer has shown interest in purchasing a used car. This can be transferred to H-promise team

• Out of dealer territory - Customer location falls outside the dealer's designated territory

• Others - Customer number is invalid OR contact details are incorrect. Please add notes stating the reason for marking this lead as “Others”. Job related, loan related calls will also get marked under this status.

We recommend to regularly update Status for each Lead. This will make your sales process easier and help you to close more sales in an efficient manner.