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How can I make sure Recovered Prospects are routed correctly in my CRM?
How can I make sure Recovered Prospects are routed correctly in my CRM?

Configure your CRM to ensure that Safety Net Recovered Prospects reach the right teams

M
Written by Melody Edwards
Updated over a week ago

When a Qualified Prospect is missing from your CRM, Foureyes Safety Net adds it to your CRM via ADF.

The ADF lead specifies a Provider Name, which includes the Lead Action Type—call, form, or chat.

You can set up routing rules in your CRM based on the Provider Name to ensure that every lead is routed to the correct team for follow-up and reporting.

Here’s what the Provider Names will look like when the ADF lead enters your CRM:

  • For phone-ups: “Foureyes Call”

  • For form-fills: “Foureyes Form”

  • For chats: “Foureyes Chat”

For specific instructions on setting up routing rules, select your CRM:


Note: while we do our best to keep these links updated, they may not reflect the latest documentation from our CRM partners.

VinSolutions

Please refer to the following articles from the VinSolutions knowledge base in order to set up routing rules:

Elead

Please refer to the following document from the Elead LMS in order to set up routing rules:

DriveCentric

Please refer to the following articles from the DriveCentric help center in order to set up routing rules:

DealerSocket

Please refer to the following articles from the DealerSocket portal in order to set up routing rules:

Reynolds and Reynolds

Please refer to the following articles from the Reynolds and Reynolds portal in order to set up routing rules:

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