How to Add and Find Lead Prospects in DealerCenter
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IN THIS ARTICLE
Adding New Prospects Automatically
Most of your leads will come from online sources like your website, Autotrader, or Facebook. DealerCenter automatically imports these leads into your CRM and notifies you in real-time. You can access lead details directly from your Notification Center, Customer Info Tile, or CRM Dashboard.
- Go to Dashboards in the side menu
- Click CRM Dashboard
Scanning Driver's Licenses
For in-person interactions, quickly create a new prospect by scanning the back of a customer's driver's license. DealerCenter checks for duplicates and populates the prospect's details automatically.
Manual Entry of Prospects
You can also add prospects manually by entering their contact details.
- From the Homepage, click the Add a Prospect quick link
- Enter the customer's name, phone number, and email
- If there's a match to an existing customer, you'll be prompted to view or ignore the record
Adding detailed information improves CRM insights and reporting accuracy.
Leveraging the Wishlist
Use the Wishlist feature to save vehicles a customer is interested in. If a matching vehicle is scanned at an auction, you'll receive a notification, helping you match inventory to customer demand.
Managing Lead Prospects
Whether leads come in automatically, through license scans, or are entered manually, DealerCenter helps you manage them easily. Prospects are potential customers—use reminders, tasks, and CRM tools to follow up and convert leads into deals.