Each card in the Opportunities tab is an open deal tied to a lead. You can customize stages, set up automated messages for no-shows, and see metrics like 79 new leads. Call new and hot leads within five minutes to improve conversion.
79 new leads.
June 25.
Call within five minutes.
This is the opportunities tab. And that's like, it's a living pipeline. Every single card in here is a deal card attributed to a lead. And basically this is your open deals. So you want to just work people through the process. In here, we can customize these stages to work for you. Like, for example, application submitted. I just put Jane Zimmerman in here because you're working with her. She submitted a credit app. So you know that's a manual credit app. But you can just drag her over there and know, hey, who am I dealing with in financing already? And then what this allows is for the system. Some of these are set up with automatic messages that go out. Like, if somebody a no show, it'll automatically send them. Hey, sorry we missed you, Dawn. Just click the link here to get rescheduled. Couple of days later, it'll text her again. Hey, Don, did something change? Are you still interested in buying a vehicle? And so we just make sure to track that. And then what that allows you to do is in this dashboard, it'll show you where everybody's at in the pipeline. And so we can see, like 79 new leads. The new leads are all people who have came in and they haven't responded to us at all on the end of our text messages. So if we go back to our opportunities tab, you look at all these new leads, these are all ghosts. Right now I can click on Abraham him, and I can see that he's just getting our messaging campaigns and he hasn't said anything. A lot of times, the ghosts are people that actually are the closest deals, and the loudest ones are the people that are the negative equity and bad credit ones because they need the help the most. So I recommend calling all new leads and all hot leads right away. And like this guy, for example, we've been at him for a while. I don't know if the BDC's got him or if you guys have got a chance to give him a call. I'd recommend calling all these within five minutes and making sure to check this information. Because, like, Abraham came in, we've been messaging him for a while. He came in June 25, and we can see the exact. He clicked on a specific lead that had inventory on it. So that kind of indicates that he might be more in the market for specific vehicle. He said he's got a Subaru Legacy for trade. He wants in two to three weeks to upgrade to a truck. And these are buttons that these people press. So maybe it's something completely different that gives you a little base to work with when you call. Abraham. Abraham, what's going on, man? Great news for you. And I know you guys are way better than me. You know, I want to get you out of that Subaru legacy and into a truck. Are you still looking? For two to three weeks. You know, it's a great way to just connect right where they're at. And so just making sure you guys can see where all that information is on the lead that'll help you guys follow up and then tracking things through the opportunities tab by a drag and drop.
