What Are The Different Types Of Leads I Receive?

Table of Contents

1. Overview
2. Benefits
3. Changelog

Overview

This article outlines the different types of leads that you may receive in your CRM.  Leads are sent in Auto-lead Data Format (ADF) XML. For more information on Modal's enhanced leads and how to enable see Modal Auto-lead Data Format Version 2.0 and ADF XML 2.0 Benefits.

Lead Types

•  Orders:  
  • Approved Order - Order completed through Instant Approval flow and the customer selected an Instant Approval response from a lender.
  • Order - Customer completed order including information needed for a credit application.
  • Non Credit Order - Customer completed an order but used 'skip this' feature to skip credit application submission.
    
    
• Partial Orders:
  • Abandon - Lead generated when the customer exits checkout and clicks 'close' when prompted on exit.
  • Save order - Lead generated when a customer exits checkout and clicks 'save' and enters either a phone number or email to generate link to resume order at a later time.
  • Message -  Lead generated when the customer submits a message to the dealer through the contact form.
    
    
• Trade Leads:
  • TradeIn Appraisal - Lead generated through Modal's Trade tool.
    

Changelog

• 1.0 / September 30, 2020: Initial Draft Release