Overview
Dashboard users may manually or automatically set new opportunities to push 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 Data Ups, whether created by the Ai Agent 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 manually 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
Auto-sync configurations support the following:
- Top Marketing Engagement Filter: only select opportunities with a marketing engagement score of 10 or higher
- Recently Created Opportunities Filter: only include opportunities created within the last 7 days
- Sync Opportunities on Selected Days setting: All days or selected
- Activated Audiences Selection: Identify and auto-sync opportunities from the specific audience groups including: Equity Active Shoppers, All Equity Shoppers, Expiring Leases
- Number of Opportunities sent per batch: 20, 40, 60, 80, 100 +
Edit or Deactivate Auto-Synced Opportunities
A synced list may be edited or de-activated at any time:
- Enter the Data Ups Dashboard
- Select the Synced list you wish to edit / deactivate
- Click on the Synced to CRM button
- The Sync Window will open and you may Adjust / De-activate