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.
- TradeIn Appraisal - Lead generated through Modal's Trade tool.
Changelog
- 1.0 / September 30, 2020: Initial Draft Release
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