Zop Software | Leads | Knowledge Base

Leads
Creating and Assigning Tasks & Appointments
In Zop CRM, you can set tasks for yourself or other team members within any lead. Tasks are best used when noting a unique action that is not in your normal workflow or for reaching out to another team member for help (share an update, provide ...
How to Manage Lead Statuses
Defining Lead Statuses Lead Statuses represent a Lead's current relationship to your company. You will notice that we have pre-loaded some commonly-used Lead Statuses into your Zop account as examples. These can be changed to reflect your team’s ...
How to assign Leads to different users?
Lead assignment in Zop is handled through the "Assignee" field that is added to each lead with the team member that currently owns that lead. Once leads are assigned in Zop, your team will have a quick way to identify which member of your team owns ...
Leads Overview
Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from your website, walk-ins, phone calls, third-party syndication partners ...

Popular Articles
Vehicle Description Templates
Template # 1 FINANCING AVAILABLE* We accept No Credit! New Credit! Bad Credit! Bankruptcy! New Immigrants! Student! and more!! TRADE* Do you have a Trade-in? We offer the most accurate vehicle evaluation report for your trade. (INSTANT CASH OFFER) ...
How do I add Vehicle Photos?
There are two ways to add vehicle photos to your inventory. From the Computer Mobile App Follow the steps below to add photos from the computer: Step 1: Go to Inventory Step 2: Select the Vehicle Step 3: Go to the Media Tab Step 4: ...
How do I print a public purchase agreement?
You can now print a Public Purchase Agreement. This agreement can be used when you purchase a vehicle directly from the public. Step 1: Go to inventory. Step 2: Select the inventory you want to print the Public Purchase Agreement for. Step 3: Go to ...
How do I roll a deal?
As a dealership negotiating with the perspective customers often involves adjusting the selling price of the vehicle or setting the terms of financing such as the monthly amount within the budget of your customers. These changes usually requires you ...
Importance of updating the personal user profile and how to do it?
Personal user profile details are used in the mapping of several documents such as Bill of Sale, Test Drive or Trade In forms. This saves you typing the same details such as Salesperson Registration Number or Title several times. Apart from these, ...

Leads