Prospect Management - Lead Source

There are several reasons why using Prospect Management in DealerVu can assist your Sales and Marketing departments. If you are doing advertising campaigns, whether they be newspaper, radio, or e-mail campaigns you may want to see how your advertising results in buyers coming in the door. Prospect Management allows you to do that.


Creating a Lead Source

The first step to using Prospect Management is to create a marketing campaign in DealerVu. We refer to this as the Lead Source.

1. From the DealerVu start screen click on the Prospect Management link in the Department menu
2. Click on the Lead Source link in the Options menu. This will open the Lead Source window.
3. To add a source, click on the Add item button at the top of the window, this will create a blank line at the bottom of the window. 
4. Type in the name of the advertising campaign you are doing, for example, Newspaper.
5. Click the Save button to save your changes.

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