Attaining Lead Reports

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

STEP-BY-STEP
  • 1

    Log in and go to the Admin dashboard

  • 2

    Click Contacts > Contact Listing

    Attain Lead Reports
  • 3

    In the Contact Management page

  • 4

    Click the button Export with Communication to export the contacts data

    Attain Lead Reports
  • 5

    The download of the exported file (CSV) will start upon clicking the Export with Communication button 

  • 6

    Locate the file in your local machine and open it

  • 7

    Filter the rows where the Stock Number is not blank.

    Attain Lead Reports
  • 8

    The filter rows are the contacts that enquired the Vehicle Enquiry form.


Lead reports using Email Queue

STEP-BY-STEP
  • 1

    Log in as an administrator and go to the Admin dashboard

  • 2

    From the Left side panel go to Settings > Email Settings > Email Queues

    Attain Lead Reports
  • 3

    A list of Email Queues will show

  • 4

    Type in the Subject bar the specific type of lead report you want to attain

  • 5

    Hit Enter on your keyboard

    Attain Lead Reports

Generating Total Brochure Downloads using Email Queues

STEP-BY-STEP
  • 1

    Type in Brochure in the Subject field and hit Enter on your keyboard

  • 2

    A list of all the downloaded brochures will be shown

  • 3

    You can export the entire page by clicking on Export at the top left

    Attain Lead Reports

Total Drive Requests submitted

STEP-BY-STEP
  • 1

    Type in Drive or Drive Requests in the Subject field and hit Enter on your keyboard

  • 2

    A list of all the emails with the keyword will be shown

  • 3

    You can export the entire page by clicking on Export at the top left

    Attain Lead Reports

Total Enquire Now Using Email Queue

STEP-BY-STEP
  • 1

    Type in Enquiry in the Subject field and hit Enter on your keyboard

  • 2

    A list of all the emails with the keyword will be shown

  • 3

    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)

  • 4

    You can export the entire page by clicking on Export at the top left

    Attain Lead Reports