Attaining Lead Reports Overview
This page will show how to attain certain lead reports. The reports here are based on the most frequently asked for.
Vehicle Enquiry Exports
To export the report of contacts who have submitted the Vehicle Enquiry form, please follow these steps
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1
Log in and go to the Admin dashboard
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Click Contacts > Contact Listing
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In the Contact Management page
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Click the button Export with Communication to export the contacts data
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The download of the exported file (CSV) will start upon clicking the Export with Communication button
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Locate the file in your local machine and open it
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Filter the rows where the Stock Number is not blank.
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The filter rows are the contacts that enquired the Vehicle Enquiry form.
Lead reports using Email Queue
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1
Log in as an administrator and go to the Admin dashboard
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2
From the Left side panel go to Settings > Email Settings > Email Queues
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A list of Email Queues will show
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Type in the Subject bar the specific type of lead report you want to attain
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Hit Enter on your keyboard
Generating Total Brochure Downloads using Email Queues
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1
Type in Brochure in the Subject field and hit Enter on your keyboard
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2
A list of all the downloaded brochures will be shown
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3
You can export the entire page by clicking on Export at the top left
Total Drive Requests submitted
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1
Type in Drive or Drive Requests in the Subject field and hit Enter on your keyboard
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2
A list of all the emails with the keyword will be shown
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3
You can export the entire page by clicking on Export at the top left
Total Enquire Now Using Email Queue
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1
Type in Enquiry in the Subject field and hit Enter on your keyboard
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2
A list of all the emails with the keyword will be shown
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For Enquiry submissions, a list of different enquiry submissions will show (Financial Services Enquiry, Enquiry with Porsche, Finance Enquiry - So if you have a specific enquiry submission you need to attain please enter the specific enquiry name on the Subject field)
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You can export the entire page by clicking on Export at the top left