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Contact Information
This section displays contact details such as name, phone number and email address. Having accurate contact information is crucial to ensure Mario can establish communication with the customer quickly and begin building a relationship.
Lead Source
This section shows where the lead came in from (e.g. a website form, social media or referral). Understanding the source of a lead helps gauge the level of interest and preferred method of communication, allowing Mario to tailor his approach for better engagement.
Lead Type and Interests
This section indicates the lead type (i.e. interest in a specific vehicle, service or promotion). Knowing these details allows Mario to customize his follow-up strategy and address specific needs, increasing the likelihood of a successful conversion.
Engagement Strength
The lead score indicates the level of engagement and readiness to buy. This helps Mario prioritize his leads and focus his efforts and time on those who are most likely to convert.
Notes and History
This section provides a view of all previous interactions with the customer lead, plus any notes associated. Reviewing this section ensures Mario is fully informed about the customer’s history and specific needs, to deliver more personalized communication.