You never have to wonder which customers are engaging and when to follow up. A customized dashboard will be your new favorite place to find opportunities.
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Dashboard Table of Contents
Tabs
Viewed - list of packet shares that have been viewed
Hot List - list of packet shares that have been viewed more than 3 times (your most interested clients)
User Shares - list of all packet shares sent both viewed and not viewed
Price Changes - list of all autogenerated price change alerts that were sent by the iPacket system
Social - list of all packets shared to social media via the iPacket dealer portal Social integration
All Sent - list of ALL packet shares regardless of the type
Scheduled Packets - calendar view of all scheduled sends
Team Member
The salesperson at the dealership that sent the iPacket (only admins can see all users)
Customer
The customer that was sent the iPacket
Sent
A timestamp of when the iPacket was shared
Views
Green circle = packet was viewed & the number indicates how many views (you can click on the green circle to see the timestamps of view activity)
Type - How the packet was shared
Email (Portal) - shared via email
Email (App) - shared via email using mobile app
Email (Browser Extension) - shared via email using browser extension
Text (Portal) - shared via text message using desktop
Text (App) - shared via text message using mobile app
Text (Browser Extension) - shared via text message using browser extension
Autoresponder - Chat AI sent to customer
Weblink - generated custom weblink
Browser Extension Link - generated trackable link using Browser extension
Price Change Alert- Automatic price change alert sent on your behalf
Quick Share - iPacket shared via Quick Share in Mobile App
Module Quick Share - Individual document shared via the Mobile App
Autogen (CRM) - iPacket shared via CRM integration
Email Lead Autogen (CRM) - iPacket shared via CRM integration
Third-Party Integration (CRM) - iPacket shared via CRM integration
Insights
Link to the insight report for that particular packet share - showing the interaction data (what documents the customer clicked on and how long they spent on each module)