Viewing the lead activity for specific locations can be a powerful tool in establishing a winning sales strategy as well as reporting to your team on the ground. Let’s look at how to filter lead activity by specific locations.
Once logged in, in the upper right corner of your My Little Salesman screen, select “MY ACCOUNT” (1.) to open your menu panel. From that menu, just below the “SALES DESK” heading, click or tap “Lead Activity” (2.) from the selections.
Once you have opened the Lead Activity panel, to filter your Lead Activity search by location, you can select the “Location” (3.) option to select from which of your locations you would like to see results.
And it’s as easy as that—you’re off to the races and able to look at Lead Activity corresponding to specific dealership locations.
If you have any additional questions about using your Dealer Management System from My Little Salesman, don’t hesitate to contact us for assistance.