During onboarding, you’ll be asked to provide which CRM statuses to exclude. This will determine which leads to exclude from 20/20 email campaigns. These decisions should be specific to and aligned with your sales process.
However, you don’t have to set up these exclusions. By choosing not to set this up, the default settings are as follows:
- Add eligible contacts
- Remove contacts that have a ‘Sold’ status
If you didn’t set up which CRM statuses to exclude during onboarding, please contact us.
Understandably, every sales process is different. Choosing your specific data sync settings to send only to contacts you determine are eligible is key to making sure 20/20 fits the way your dealership operates.
Examples of statuses to ‘exclude’:
- Pending Finance
- Lost Sale
The lead statuses you submit must EXACTLY match how the statuses are written in the CRM.
Tip: Once a contact has been excluded, they cannot be added back to email campaigns from 20/20. With that in mind, be thoughtful when submitting your exlcusion statuses to the Foureyes team.