Closing off leads in Autoplay

Closing off leads in Autoplay

  1. If a lead has not had a listing attached or a yard selected managers and sales consultants will not be able to close these leads. They are sitting in Not Allocated, to get around this the team need to either add a listing or add yard and then they will be able to close off the leads


  2. If a lead from Matt Cary’s yards is being managed by a sales team member from Ian Browns team, Ian and the sales team will see the Pending box when they go to close a lead. The Pending box will not be greyed out though, they will be able to approve the lead to lost.