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BDC Promotions Documentation

Convergix

1
  • How to: Send a Test Lead

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

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

How to: Send to CRM

To manually send a lead to the CRM, first make sure the contact information is properly added. Here is how to do that.
NOTE: First check the bottom right for any potential campaign notes that would appear in red text. Sometimes extra instructions are given when to not send leads to the CRM.

Next you are going to click the Send to CRM button in the far right of the Actions Panel on the right sidebar.

After click that, a Modal will pop up displaying the CRM email that the lead is being sent to. NOTE: if there is no CRM email, please inform a manager immediately.

Click “Send”

NOTE: When setting Appointments, those will automatically send to the CRM so this process is not needed after setting an appointment.

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Updated on June 21, 2022
How to: Add Lead InformationHow to: Set an Appointment

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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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