The Leads page (V8)
The Leads
page lists all identified unrepaired interventions, thus giving you an
effective tool that allows you to visualize the missed opportunities you have
found using the Claire process. Moreover, this feature allows you to organise
and filter these lead chances for upselling your services.
Accessing the Leads page
The Leads feature is accessible in the side menu.
The Leads page will appear and shows by default all the items from last month and items that were snoozed.
Note: Snoozed items that have for status Done are not listed by default, unless selected in the snooze status filter.
Available types
On the dropdown list on the top left, you can select a leads type.
- Snoozed: All items where snooze has been activated.
- Not snoozed: All items marked as advised, necessary and good with comment, but which have not been snoozed and not repaired.
- Cars: All cars where the Next date falls in the selected time period.
- Tires: All tires marked as advised, necessary and good with comment, but which have not been snoozed and not repaired.
Snoozed type
You have several options to search and filter for snoozed items:
Number | Name | Description |
1. | Searchbar | Search here by registration number or workorder number. |
2. | Help Center | Click here to go directly to the article about the Leads page, it opens in a new tab. |
3. | Department | Filter by department, such as sales, CCC, external etc. |
4. | Dealer/Location | Filter by multiple dealers or locations. |
5. | Tags | Filter by multiple specific tags. |
6. | Customer Approved | Enable to see snoozed items approved by the customer. |
7. | Interventions | Enable to only see snoozed interventions listed. |
8. | Filter reset button | Click this to reset the filters to the default setting (Only location filter is active, set at your default location). |
9. | Export button | Click this to create an export of the snoozed items overview with the filters set. |
Name | Description |
Appointment Date | Filter by the date period between which the appointment date falls. Defaults to the last 30 days. |
WO# | The workorder number of the snoozed item. If nothing is entered here, this snoozed item belongs to the workorder above it. Click on it to open the workorder. |
Reg# | The registration number of the snoozed item. If nothing is entered here, this snoozed item belongs to the workorder above it. This column can be filtered by lease or no lease.* |
Location | The location where the item/intervention is snoozed. |
Snooze Date | Filter by the date period between which an item has been snoozed. By default, this is off. |
Snooze Status | Filter by the entered snooze status of snoozed items, such as: new, pending, approved, etc. |
Task | Filter on the completed task of the snoozed item, such as: next visit customer, make offer, etc. |
Last updated By | This column contains the name of the user who last updated the snooze. |
Updated On | The date the snooze was last updated. Option to filter by date period between which snooze has been updated. |
Customer OK User | This column contains the name of the user who changed the status of the work order to Customer OK. |
Intervention/Question Result | This column lists the name of the snoozed items. |
Note | This column shows the last note added to snooze. |
Status Filter | Filter by the status of the item/intervention, such as: Ok, Advised or Necessary. |
Customer Info | Hover over this icon to see customer details. |
Snooze Button | Click this to open the snooze screen and make any adjustments. |
*Configuration is required with your DMS, contact
us at support@claireit.eu and we will investigate to see if your location can have this
feature activated.Not Snoozed type
You have several options to search and filter for not snoozed items:
Number | Name | Description |
1. | Dealer/Location | Filter by multiple dealers or locations. |
2. | Tags | Filter by multiple specific tags. |
3. | Customer Approved | Enable to see snoozed items approved by the customer. |
4. | Interventions | Enable to only see snoozed interventions listed. |
5. | Filter reset button | Click this to reset the filters to the default setting (Only location filter is active, set at your default location). |
6. | Export button | Click this to create an export of the not snoozed items overview with the filters set. |
Name | Description |
Appointment date | Filter by the date period between which the appointment date falls. Defaults to the last 30 days. |
WO# | The workorder number of the item. If nothing is entered here, this item belongs to the workorder above it. Click on it to open the workorder. |
Reg# | The registration number of the item. If nothing is entered here, this item belongs to the workorder above it. This column can be filtered by lease or no lease.* |
Location | The location where the item/intervention is from. |
Intervention/Question Result | This column lists the name of the item/intervention. |
Note | This column shows the note added by the mechanic during the check. |
Status Filter | Filter by the status of the item/intervention, such as: Ok, Advised or Necessary. |
Customer Info | Hover over this icon to see customer details. |
Snooze Button | Click this to open the snooze screen and make any adjustments. Grey indicates it is inactive. |
*Configuration is required with your DMS, contact
us at support@claireit.eu and we will investigate to see if your location can have this
feature activated.Cars type
You have several options to search and filter for cars:
Number | Name | Description |
1. | Date range filter | Filter by the date period between which the appointment date falls. Defaults to the last 30 days. |
2. | Dealer/Location | Filter by multiple dealers or locations. |
3. | Filter reset button | Click this to reset the filters to the default setting (Only location filter is active, set at your default location). |
4. | Export button | Click this to create an export of the cars overview with the filters set. |
Name | Description |
Appointment date | Appointment date of the workorder where the car is found. |
WO# | The workorder number of the car. Click on it to open the workorder. |
Reg# | The registration number of the car. Click on it to open the auto car page. |
Location | The location where the workorder is from. |
Current Km | The current mileage entered during the checklist on this work order. |
Next Km | The next estimated mileage when the car is due back for servicing. Entered by the mechanic during the last appointment. |
Next Date | The next estimated date for maintenance, entered by the mechanic during the last appointment. |
Predicted Next Date | The next estimated date for maintenance, based on driving behaviour between the previous two appointments.** |
Customer Info | Hover over this icon to see customer details. |
*Configuration is required with your DMS, contact
us at support@claireit.eu and we will investigate to see if your location can have this
feature activated.
**Predicted next date is
calculated based on the average number of kilometers driven per day, between
the first and last appointment, to calculate on which date the vehicle should
reach the Next KM for maintenance.Tires type
Not yet available in V8.
Exporting your current selection
Step 1: Click the export button to download an .ods (Excell) file with the filters set. This is only possible when 1 location is selected.
Step 2: Then a pop-up will open, click Download here to download the file.
Note: The export function is only available for athorised users. Please contact support@claireit.eu to activate it in your account.
Snooze button
Snoozing in the Not Snoozed overview
Step 1: The grey snooze icon indicates that the item has not been snoozed. Click the icon to activate it.
Step 2: The snooze screen appears. Enter the information here and click Save.
Deleting a snoozed item
Step 1: Open a snoozed item by clicking on the blue snooze icon. Then click Delete at the bottom right.
Step 2: A new pop-up will open asking if you are sure. Enter the reason for deletion here and select Confirm.
This does not remove
the item from the work order. It only deactivates the snooze of this item.Related Articles
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