General Description of the Feature
This feature introduces the process of retrieving all new leads from RLead to NMT. Specifically every X minutes (configured by ODIS) ODIS pulls all the new leads from RLead with all the necessary data
DATA:
| Rlead | NMT |
| First Name | First Name |
| Last Name | Last Name |
| Company / Account | Company / Account |
| Customer Type | Customer Type |
| CUI | CUI |
| CNP/CIF | CNP/CIF |
| Create Date | Create Date |
| Created Date Formula | Created Date Formula |
| Type of Interest | Extra details: Interest type |
| SubType Of Interest | Extra details: InterestSubType |
| Lead Source | Source |
| BIR Dealer of Interest | Branch |
| Vehicle version | Model as a Comment |
| Vehicle of Interest | |
| Brand Of Interest | Make |
| Appointment Date | Extradetails: AppointmentDate |
| Appointment Start Time | Extradetails: AppointmentStartTime |
| Appointment End Time | Extradetails: AppointmentEndTime |
| Country | Country |
| Mobile Phone | Mobile Phone |
| Opt in Postal | General Opt-In has been used as a driver for the enablement of the Consent channels. Ie. When RLEAD general-opt in is "Yes" we are enabling all channels. Otherwise we are disabling all channels |
| Receive News by SMS | |
| Receive News by Email | |
| Receive News by Phone | |
| Opt in Fax | |
| CreationOrigin | Extradetails:Origin |
| Description | Description |
| Customer comment | Inquiry Interest |
| Agent remarks | Notes |
| Modelkey | Modelcode |
Important Configuration:
- Inquiry Key Relation for all the Source Channel combinations DSW can receive and the decision if it will be auto-qualified or not.
- Dealer Unit for each Company, Branch, Location, Make combination and the User or Team that will receive each Inquiry.
- Mapping on Adapter side between Branch Codes and BranchIDs
- Custom Fields Mapping for all the custom fields that need to be send from the Inquiry API request.
- WebService User for authentication of ODInquiryServices.onesrv
After the pulling process a new inquiry is created for every lead in MNT
Business Benefit
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Configuration
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Additional Information
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