Curator: CRM Opportunity Sync

Overview

The Fullpath integration with Focus CRM, known as Curator, allows Curator Dashboard users to push new opportunities into their CRM by triggering new ADFs. This allows Dealer staff to proactively engaging high-potential customers who show interest but haven't explicitly, recently become leads. These individuals are actively engaging with a dealership's marketing (e.g., visiting the website, using chatbots, replying to texts) but haven't submitted a lead form. Pushing them into the CRM as new opportunities brings them into the work flow of Dealership sales personnel for immediate followup.

Opportunity Lists

Each Opportunity list  in the Sales Tools section, whether created by the Curator system or a custom list created by a Dealership employee, are dynamic and may update daily. New additions may be added while older entities may drop off. 

Syncing with the CRM

Each Opportunity may be selected and pushed to the CRM as a batch of many or individually.

Opportunity lists may also be scheduled to sync with the Focus CRM on a daily basis. In this way, no manual selection is required.

Important to Note

• Scheduled Synced Opportunities will trigger new ADFs at 8am ET
• Scheduled Synced Opportunity lists will include up to 20 opportunities
• Auto-synced Opportunities must have:
  • a Marketing Engagement Score of 10
  • a new activity in the past 24 hours indicating behavior interest

Edit or Deactivate Auto-Synced Opportunities

A synced list may be edited or de-activated at any time:

1. Enter the Curator Dashboard
2. Enter Sales Tools
3. Select the Synced list you wish to edit / deactivate
4. Click on the Synced to CRM button
   
   
   
   
5. The Sync Window will open and you may Adjust / De-activate