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BDC Promotions Documentation

Lead Sheets

Lead Sheets

1
  • Reporting Script
Set Up

Set Up

1
  • Reporting Script
Convergix

Convergix

1
  • How to: Send a Test Lead
Convergix

Convergix

9
  • How to: Login to Convergix
  • Page Overview: Conversations
  • How to: Send a Voucher
  • How to: Add Lead Information
  • How to: Send to CRM
  • How to: Set an Appointment
  • How to: Reschedule an Appointment
  • How to: Opt Out a Lead
  • How to: Opt In a Lead
Comment Bot

Comment Bot

2
  • How to: Set Up Auto Comment
  • How to: Add a Facebook Page
  • Home
  • Docs
  • Convergix
  • How to: Add Lead Information

How to: Add Lead Information

Once the customer has sent your their email and phone number, you will need to add that information to the lead within Convergix.

You can highlight and select the phone number and Ctrl + C to copy. Then paste into the phone number box. Once done, either click anywhere on the page or press the “Enter” key on your keyboard to save the information. Do the same for email. If their name is different from what Facebook has given, you can also change the name by clicking on it.

Once you’ve added the lead information, the typical next step is to send a voucher. Click here to see how to do that.

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Updated on June 21, 2022
How to: Send a VoucherHow to: Send to CRM

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Sales Events That Give You WINS!

Basic

150,000 Est. Impressions

100-125 Est. Leads

Essential

200,000 Est. Impressions

125-150 Est. Leads

Plus

300,000 Est. Impressions

150-200 Est. Leads

Premier

400,000 Est. Impressions

200-250 Est. Leads

Who We Are

BDC Promotions is a full service automotive marketing agency for your car dealership. Our team works around the clock to generate high qualified leads and book appointments.

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