Contents

Sales Lead/Opportunity Creation

Clicking on the "+" symbol at the top right of the Leads/Opportunities, a popup opens containing the following 2 choices:

  • Customer
  • Vehicle

Contact person path

By clicking on the "Contact Person" option, the user can select a Contact Person first and then proceed to select a "Vehicle"

Vehicle path

Available Makes

By clicking on the "Vehicle" option, the system requests the available Makes (/Inventory/GetAvailableMakesByCurrentSalesPerson, IDMS_MAKEVIEW) that the logged in Sales Person has access to see.

This Makes list is based on the Dimensions of the user. See below on how to setup the Makes Dimensions:

Interest Types

After selecting the desired Make, the user is presented with the available Interest Types for this Make (/Inventory/GetInterestsByMake, @IDMS_MAKEINTTYPE).

See below on how to setup the Make Interest Types:


Depending on the selected Interest Type, the appropriate functionality is executed.

Usually the implementation-specific details for this step have to be developed and configured first in order for the selected Interest Type to work as intended.

After selecting the desired Interest Type, a list of vehicles usually shows up, unless the Interest Type is referring to a "configuration" interest, which usually depends on a custom implementation.

For more Information, go to Interest Types.

After selecting a Vehicle, depending if the user has selected the contact person at the start of the Lead creation flow, either the confirmation popup shows up as seen below or the the list of Contact Persons shows up

Confirmation popup

As a last step, a confirmation popup is shown which contains details concerning the Lead/Opportunity that is about to be created. There are 2 types of confirmation popups:

  • The classic one with the Channel and Source choices only

  • If the team assignment is enabled, 2 additional dropdown lists are shown.

    For more information on the team assignment, check here.

For more information on the inquiry's sources/channels, check here

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