Leads: who gets them and where to find them

Step 1 – Who gets lead emails

1. Go to Car Lots › Forms & leads › Recipients.
2. Type each address (one per row) and tick All forms or only the forms that person handles (e.g. Service).
3. Leave Send the shopper a "We got your request" email on.
4. Click Save changes.

Step 2 – Your CRM (optional)

1. Under Do you use a CRM? pick Yes.
2. Type the CRM name and its lead (ADF) email address (your CRM gives you this).
3. Pick which forms go to the CRM: Vehicle page, Car Finder, Sell My Car.
4. Click Save and send a test lead and check it arrived in your CRM.

Step 3 – Find your leads in the dashboard

1. Go to Car Lots › Leads. Every form sent on your website is saved here, even if an email fails.
2. Pick a form (or All forms), a From and To date, and/or search by name, email, phone, car or lead ID. Click Filter. The count on the right shows how many leads match.
3. Click Details on a lead to see every answer, the car, and where the shopper came from (Source).
4. Need a list? Click Download CSV (top) to open it in Excel or Google Sheets. It downloads the leads that match your filters.

Done right? Send your Contact form from your phone: you get the lead email, your phone gets the confirmation, and the lead shows at the top of Leads.