In this article we cover how to setup exporting leads from WebManager to CRM. Once this is setup, any new leads in WebManager will be automatically exported to CRM. These leads are easily exported to deals in DeskManager.
- First, go to sellyserver.co and login to the Selly portal.
- On the left at the bottom, click Settings, then click Dealer Settings, then click XML/ADF Lead Email.
- An email address will be displayed, highlight and copy this email address.
- Open a new browser window and go to wm.automanager.com and login to WebManager.
- Click the Support button at the bottom of the program and submit a new support request with the ADF email provided above.
- Our team will process your request and configure your ADF exports.
- Once configured, when a new lead is received in WebManager, it will be exported to Selly.