Leads

Use your locator to capture and route email leads. Define rules to deliver leads directly to location contacts, an admin, or both

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15 articles in this collection
Written by Michael Fatica and Bryan Nye

Capturing Leads

MetaLocator can help you capture business inquiries and direct them to individual locations
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Written by Michael Fatica
Updated over a week ago

Customizing Lead Forms in the Interface Builder

The Interface Builder makes it easy to extend your lead forms with location data and custom fields
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Written by Michael Fatica
Updated this week

Tracking lead acknowledgement

Ensuring leads are received and acknowledged is the first step to ensure your customers are serviced.
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Written by Michael Fatica
Updated over a week ago

Lead Reminders

When recipients don't acknowledge leads, you can send a reminder
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Written by Michael Fatica
Updated over a week ago

Lead Reassignment

When leads are ignored, they can be assigned to other dealers
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Written by Michael Fatica
Updated over a week ago

Lead Follow-up Reviews

After a lead is sent, follow-up with the customer to determine the outcome and request a review with rating
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Written by Michael Fatica
Updated over a week ago

Exporting Leads

MetaLocator can export leads as a CSV, Email, via SFTP or integrate with external systems via Webhooks
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Written by Michael Fatica
Updated over a week ago

Publishing MetaLocator leads to HubSpot

When users submit leads, MetaLocator can publish the lead data directly to a HubSpot form
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Written by Michael Fatica
Updated over a week ago

Capturing Leads in Salesforce

Leads can be pushed to SalesForce
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Written by Bryan Nye
Updated over a week ago

Lead Blocklist Configuration

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Written by Bryan Nye
Updated over a week ago

Removing emails from unresponsive locations

When your dealers, partners or locations aren't responding to emails, you can automatically remove them from the pool of lead recipients
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Written by Michael Fatica
Updated over a week ago

Lead Abuse Prevention

When false prospects are abusing your partner database by manually emailing partners, MetaLocator can introduce limits on behavior
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Written by Michael Fatica
Updated over a week ago

Sending Lead Thank You emails

Enterprise users can trigger a thank you email to the lead
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Written by Michael Fatica
Updated over a week ago

Lead email bounce handling

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Written by Michael Fatica
Updated over a week ago

Lead bounce status codes

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Written by Bryan Nye
Updated over a week ago