How to add a walk-in client that was referred by an internet lead provider.

Dixon Adair -

If a lead walks into your dealership and mentions that they were referred to you by one of your internet lead providers and you would like to add that lead to Selly. You can do the following. 

For example, the lead walked in and mentioned that they were referred by Cars.com, CarGurus or TrueCars

Cars.com >> Cars.com walk-ins
CarGurus >> Car Gurus walk-ins
TrueCar >> TrueCar Walkins

You can simply go to Settings, Dealer Settings, then Marketing Sources. Once you are there, for Cars.com, you can add "Cars.com Walk-ins" to the "Source Name" listing and press the save button.

Please review the following screenshots below.

Marketing_sources.JPG
Once you click on the "Save" button. You will see "Source added successfully"  and the source will be successfully added to the bottom of the "Source Name" list. 

Marketing_sources_2.JPG


The next step is to go to the clients' module and add a client by clicking the "Add Client" button. Then scroll down to the bottom of the "Client Info" page and select "Cars.com Walk-ins" for the "Source" type.

Please review screenshot below. 

Marketing_sources_3.jpg

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