This is where leads are found on the backend of your Savvy website. (Here is a Basic Review of the Leads Dashboard.)


To Access:

  1. Log In as Admin
  2. Click 'My Dashboard'
  3. Under Manage Dashboards & Settings
    1. Hover over 'Dashboard Menu'
    2. Click 'Lead Dashboard'
    3. It will look similar to this:
      Please note: these leads also go into your CRM


Navigating the Leads Dashboard:

  1. Tabs along the top are where Savvy Dealer Forms are used on the Website.
    1. Finance Form --> Online Credit Approval
      1. Finance leads come from Finance applications submitted under Savvy Dealer Finance form.
    2. Contact Us --> Contact Us Webpage
    3. Check Availability --> Button on SRP and/or VDP
      1. Leads from 'Check Availability' come from customers filling out a form for a vehicle of interest.
    4. Custom -->Generic Lead form to use anywhere

      Other Options Also Available: only if Savvy Dealer forms are used
    5. Schedule Service --> Schedule Service Webpage
    6. Parts --> Parts/Parts Department under Service & Parts
  2. Click on Details to see more Customer Information/Details from the application
    1. Please Note: You will see more Customer Details ONLY if you have authorized access. Otherwise, this will be seen:
  3. Search for a Customer: any part of first or last name of customer
  4. Export to CSV: Click if you want to download the Customer Details in C file format
    1. Please Note: You will see more Customer Details ONLY if you have authorized access.
  5. View History: See who has accessed anything on the Leads Dashboard
  6. Can adjust the number of entries that show up in the Dashboard
    1. 10, 25, 50, or 100

  7. All items are sortable. Use the up/down arrows to sort.