The ¿Mark as Replied¿ functionality can be applied numerous ways to support each dealership¿s Internet Sales Process. To understand the ¿Mark as Replied¿ concept we will explain how to respond properly to a lead using Footsteps. Channel Blade designed Footsteps to ensure that each lead is properly responded to by understanding what the prospect is inquiring about and the use of an e-mail template. Each lead inquiry should be reviewed carefully so you understand exactly what the prospect is asking for: i.e. Request A Brochure, Request A Quote, Trade In Value Request, Information Request, etc. Be sure to read the entire lead form to check for specific questions at the bottom of the lead form. Once you have determined what the prospect is inquiring about, click the Reply button on the Lead Information screen (do not send Quick Mail from another screen in Footsteps).

Ideally, you should select a prepared template from the ¿send e-mail¿ screen in the Templates drop down that includes prewritten text, your dealership logo in the top left corner, and the signature already in place. You can add or edit Templates under the Mail Management section on the homepage of Footsteps. We encourage e-mail templates to be created and edited with an Enterprise User¿s login and shared so a dealership has a single entry point and the template is visible for all users at the dealership. When Templates are created or edited be sure to check the ¿Should this template mark a lead as ¿Replied¿¿ for templates that apply. If you need to respond with a unique or new response in which no template has been created, you should use a template called ¿Dealer Stationary¿ that has a logo in place and is ready for text additions. After you personalize the template, remove the red prompting text, and review the e-mail for accuracy, click

the Send button to send the e-mail.

gust 2008

Issue 7

When the e-mail is sent and you return to your Leads dashboard you will need to Reload to see that the Age Light turned off or turned black. When the Age Light is off, it means that the lead was replied to correctly - the lead was read, a template was used, and an e-mail was sent. When you hover your curser over the Age Light, Footsteps will tell you the age of the lead; when the light is off it will tell you the response time for that lead. If the Age Light didn¿t turn off after clicking Reload, then the user didn¿t click the Reply button, didn¿t use a template, or didn¿t click Send.


Now back to ¿Mark as Replied¿!

If you need to mark a lead as replied without using the suggested method above, you have the ability to override the process and turn off the light. All Enterprise Level users have a ¿Marked as Replied¿ button for each lead; when a lead needs to be marked as replied simply click Mark as Replied.

If you want to give a salesperson the ability to ¿Mark as Replied¿, an Enterprise Level user needs to turn on their ability in User Settings under the Community section of Footsteps homepage. If you have any additional questions about marking a lead as replied please contact the Support

Team at 866-233-8314.