Control how incoming leads get assigned to your sales team, and which leads make it into the WTS Portal at all.
Steps
Click your initials in the top right corner, go to Organizations, and select your dealership.
Open the Lead Management tab.
Choose a distribution method: Manual (someone assigns leads by hand) or Round Robin (leads are distributed automatically across the team).
Set up filter groups to control which leads come in — for example, only leads for stock numbers that start or end with a specific character, or leads matching a certain body type, make, model, color, or trim.
Share your dealership's dedicated lead email address with any third-party lead sources you use so those leads route in automatically.
Good to Know
These filters are what keep unrelated retail leads from flooding your commercial pipeline — you can accept all leads from a source you trust (like a commercial-only site) while filtering more narrowly on mixed-use sources.
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.