This forum is for uploading and sharing documents and files that can be used with NetTrak and BuzzTrak lead Management Tools. I am kicking this off with a document I wrote to help train dealership ISM's on using the right lead status depending on where they are at in working that lead. Of course, the key is to have everyone using NetTrak/BuzzTrak using the same status under the same conditions. So feel free to change the doc to suit your dealership's needs... This one is for David Kost.
The second doc is an example of a lead management process flow map that I used to set up the staging of the new lead automated email triggers and email appointments in NetTrak while working at Courtesy Chevrolet.
The thrid file is an Excel worksheet showing an example of setting up and using multiple lead routing email addresses in order to have more control over lead assignments and reporting within NetTrak.