Overview
As a Truck Pro with Sales Manager access, you have the flexibility to choose how, when, and to whom inbound leads are routed within the system as they come in. This allows you to tailor the lead distribution process according to your team's specific strengths and availability, ensuring that inquiries are handled by the most qualified individuals. Additionally, you can configure management alerts to keep you informed about new leads as they come in.
In this article, we’ll show you how to set up your lead rotation settings within the Preferences section of your Work Truck Solutions site.
Before We Get Started
The features within this article are limited to Truck Pros with Sales Manager access.
Accessing Lead Rotation Settings
Log in to your Work Truck Solutions site.
Hover over the Tools tab and select Preferences.
Under the Up System section, click any of the blue links (e.g., next Truck Pro in rotation, No, or a manager’s name) to open the Assign Incoming Requests window.
Adjusting Lead Routing Preferences
In the Assign Incoming Requests window, you can configure several key details:
Assign Incoming Request To:
Choose whether leads are routed to the next Truck Pro in rotation or sent directly to a specific Truck Pro.Buyer Option:
Give buyers the option to select the Truck Pro they’d like to work with.Notification Settings:
Adjust how often notifications are resent and how many attempts occur before the lead is reassigned to the next Truck Pro in rotation.Final Fallback:
Designate a manager to receive the lead if all rotation attempts are exhausted.
Saving Your Settings
Once your preferences are set, click Save to apply your changes.
These settings can be adjusted anytime to align with your dealership’s evolving workflow.
For additional questions or assistance, you can always chat with us for a fast response. If your plan includes Customer Success Manager support, you may also reach out to your CSM directly, or visit https://www.worktrucksolutions.com/contact-us for more options.