When you’re ready to desk a lead from Automotive CRM, it’s time to export them to DeskManager Online.
Exporting Leads from Automotive CRM to DeskManager Online
First, go to sellyserver.co and log in.
In the leftmost sidebar, click on Clients.
Select the client you’d like to export to DeskManager Online. On the right side of the customer’s page, click Send to Automanager.
Wait one to two minutes, then navigate to the Contacts List in DeskManager Online.
Search for the lead you just exported. It should appear in this list. You can now make a deal with this lead.
If you already have a deal in progress, you can pull the exported lead into the deal from the Buyers tab. Click on Search Existing Contacts, and click on the lead’s name.
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