lead2car | Service Leads

Overview

Service leads are automatically generated leads based on customer and vehicle lifecycle events. They are mainly used to remind users to contact customers and offer follow-up services.

Service visits
Technical inspections
Contract expiration
Vehicle-related events

Automatic lead creation

Service leads are created automatically based on predefined conditions. Each event has a defined time window when the lead can be created.

If multiple events occur within a short time period, the system groups them into a single lead.

Why leads are grouped The goal is to avoid creating multiple leads in a short time and contacting the customer too frequently. Related topics are handled together within one lead.

Managing service leads

Service leads are available in the Service Leads section, where you can:

View created leads
Check lead history
Contact the customer

After the lead is created, the user should contact the customer and take appropriate action.

Recalls (service campaigns)

Service leads can also be created based on recalls or service campaigns:

Safety recalls
Mandatory service actions
Vehicle updates or fixes

These leads ensure that customers are contacted and invited to visit the dealership.

Always check the Recalls button If the Recalls button is available on the lead, open it and verify whether there are any active recalls that need to be addressed with the customer.

Lead disqualification

If the customer is not interested, the service lead should be disqualified.

Select the appropriate disqualification reason
Optionally add a note

This ensures the lead is correctly closed and will not require further action.