DealerX activity
Overview
DealerX → Activity shows one day on the floor: how many leads each rep got, every assignment and a feed of what happened. Everyone can open it; Owners and Admins also see Manage lead assignment.
Steps
- Go to DealerX → Activity. It opens on today in your dealership's time.
- Pick another Day, and a Dealership if you have several.
- Read the three parts:
- Reps: per rep, Auto-assigned and Manually assigned leads that day, New leads created for them, and how many of those are Bad leads or Fresh.
- Assignment log: each assignment with the time, the lead, from and to whom, and the reason (for example "Round robin (Rotate)" or "by" the manager).
- Feed: New leads, customer Messages, Appointments booked and Stage changes, newest first.
- Click any lead number or feed line to open the lead.
Tips
- Use the day picker the morning after to review yesterday's leads.
- An Unassigned row means leads were created with no rep; check DealerX lead assignment.