LeadLocate Solutions by Role and Workflow

The same platform looks different from the desk, the BDC, the F&I office and a broker's phone. These pages show each view.

A dealer principal wants to know how the platform pays for itself and what it changes about gross. A BDC manager wants the routing rules, the scripts and the scorecard. An F&I manager wants the credit application in the customer's hands before the walk in. A salesperson wants to text from the lot and desk a deal on a phone. The role pages answer each of those on its own terms, and every one of them links the feature pages it depends on, so a reader can go from the day in the life to the exact control.

The workflow pages are procedures, written the way a sales manager would explain them on a Saturday morning: the trigger, the steps in order, what the customer sees and what the manager sees. They cover the moments where minutes matter, such as answering an internet lead inside five minutes, and the ones that take a season, such as working an equity list. Each one names the CRM, SecureWebX or Inventory Link features it uses and links the matching Help Center steps.

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Each role page opens with the numbers that person is judged on, because the tools only matter in relation to them. A BDC manager lives on response time, appointment set rate and show rate. An F&I manager lives on penetration and time to funding. A used car manager lives on days supply and turn. The page then walks a normal day in order: the first screen opened, the first lead worked, the first customer texted, the first deal desked, and the reports looked at before going home. Every tool named is a real feature with its own page, and every task is a real Help Center guide, so a reader can move from the overview to the click without leaving the site.

Role pages also say what the manager above that role sees. A salesperson's day is visible to the sales manager through the same CRM, and a BDC agent's calls are visible to the BDC manager with recordings and transcripts. That transparency is a feature, and the role pages treat it as one rather than hiding it.

A workflow page is a procedure with a trigger. Something happens, a lead arrives after hours, a customer asks about financing over text, a trade offer request comes in from a local owner, and the page shows the steps that follow with the real labels, what the customer sees on their phone, and what the manager sees on the dashboard. Where a step has a compliance check, such as consent before a text campaign or fair lending limits on a financing audience, the page states it in the step rather than in a footnote. Where a step differs on the phone app, the page says so. And where a store already has a process it likes, the page shows how the same steps map onto the platform, because the goal is to keep what works and remove the parts that were only ever there because the old software required them.

Start with the role page closest to your own job, then open the first workflow it links. Most stores find that one workflow, usually answering an internet lead inside five minutes or texting a credit application link, is enough to see how the pieces fit, and the rest of the pages read faster after that. Managers comparing vendors can read the platform overview first for the shape of the whole system, then come back here for the day to day. Every page ends with the same offer: a specialist shows the workflow on a live account, on a call you schedule for a time that suits the store.

• LeadLocate for Auto Brokers
  How an auto broker works a day in LeadLocate with no lot, feed or DMS: brand offer pages, apply links, desking, deal pages and referrals.
• LeadLocate for BDC Agents
  A BDC agent's day on LeadLocate: the lead alert, the first text with the car in it, click to call with recording, the booking link and the drip.
• LeadLocate for BDC Managers
  How a BDC manager runs the phone room on LeadLocate: round robin, recorded calls, texting at scale, after hours coverage and show rates per agent.
• LeadLocate for Car Salespeople
  A car salesperson's day in LeadLocate: leads on the phone app, texts with the car attached, click to call, booking links, desking, e-signature.
• LeadLocate for Dealer Group Executives
  How a dealer group executive uses LeadLocate across rooftops: routing rules per store, one login, roles, reporting per rooftop, fewer vendors.
• LeadLocate for Dealer Principals and Owners
  How a dealer principal runs the store on LeadLocate: one Reports dashboard, every lead source tracked, every call recorded, month to month.
• LeadLocate for Dealership Marketing Directors
  A dealership marketing director's day in LeadLocate: a feed and tracking number per source, Leads Manager campaigns, landing pages and reports.
• LeadLocate for F&I Managers
  How an F&I manager works on LeadLocate: apply links, the application inbox, worksheets, Send to Lender, stips, adverse action and a full audit log.
• LeadLocate for General Managers
  How a general manager runs the store on LeadLocate: leads, texts, calls, the desk, appointments and credit apps in one login, month to month.
• LeadLocate for Internet Sales Managers
  How an internet sales manager works leads on LeadLocate: instant push, automated first reply, two way texting, booking links and drips.
• LeadLocate for Receptionists and the Front Desk
  A dealership receptionist's day in LeadLocate: caller ID lookup, the ring list, press 5 screening, In-Store Now for walk-ins, Team Chat.
• LeadLocate for Sales Managers and Desk Managers
  How a sales manager runs the floor on LeadLocate: lead rotation, live texting oversight, EZ Desking pencils and deal pages customers sign.
• LeadLocate for Special Finance Managers
  How a special finance manager works on LeadLocate: the finance feed, apply links with co-applicant, worksheets, Send to Lender and stips.
• LeadLocate for Used Car Managers
  How a used car manager runs the day in LeadLocate: seller offer requests, VIN specific buyer leads, trade VIN scan, EZ Desking and lost reasons.

• A New Salesperson's First 30 Days in LeadLocate
  A new salesperson's first 30 days in LeadLocate: the login and app on day one, first leads in week one, booking link and website, first deal desked.
• A Tracking Number for Every Lead Source
  Put a LeadLocate tracking phone number on every lead source, ring the right people, record the call and see which source rang on the Calls page.
• After Hours Lead Coverage Without a Night Shift
  After hours lead coverage in LeadLocate CRM: instant reply templates, chatbots that text back, call routing and morning handoff, no night shift.
• Buyer and Seller Leads in One Plan
  Buyer and seller leads in one plan: local shoppers and owners asking for an offer on their car, delivered to your zone alone, worked in one CRM.
• Centralized BDC for Dealer Groups
  A centralized BDC for dealer groups in LeadLocate CRM: every rooftop's leads in one inbox, distribution rules per store, one calendar per store.
• Co-Buyer Credit Applications Done Right
  Co-buyer credit applications in LeadLocate: one SecureWebX application with a co-applicant section, one Customer Profile, one deal page to sign.
• Convert a Trade In Offer Request Into an Appointment
  Convert a trade in offer request into an appointment in LeadLocate CRM: instant reply, recorded call, VIN scan, booking link and the pencil.
• Email Deliverability Setup for Dealerships
  Email deliverability setup for a dealership in LeadLocate CRM: authenticate your domain, publish the records, clean the list, send in order.
• Equity Mining Workflow: From List to Showroom
  The equity mining workflow in LeadLocate CRM: import the list, clean it, text the replacement payment, book the visit, desk the trade and report.
• From Spreadsheets to a CRM in One Weekend
  From spreadsheets to a CRM in one weekend: import the CSV into LeadLocate CRM, validate phones and emails, scrub DNC, point every source at a feed.
• In Store Customer Check In With a License Scan
  In store customer check in with LeadLocate CRM: scan the driver license into the record, flag In-Store Now, the manager sees who is on the lot.
• Live Training and Onboarding With Every Plan
  Dealership CRM training included with every LeadLocate plan: book live sessions from the CRM, join the meeting, watch the video library.
• Lot Walk and Photo Intake From Your Phone
  Lot walk and photo intake from your phone with Inventory Link: scan the VIN, shoot the photos, the unit is on your site and in every text.
• Month to Month Car Sales Leads You Can Pause
  Car sales leads with no long term contract: every LeadLocate plan is month to month, and Skip A Month rests lead delivery while the CRM stays on.
• Multi Rooftop Lead Routing Rules That Hold
  Multi rooftop lead routing in LeadLocate CRM: one feed per source per store, distribution rules per rooftop, and reports that prove it held.
• One Price Store Workflow With Transparent Deal Pages
  One price store workflow in LeadLocate: the same number on the listing, in the text and on the customer's e-signed deal page, revisions kept.
• Payment Reminder Texting for Buy Here Pay Here Stores
  Payment reminder texting for buy here pay here stores with LeadLocate: consented reminders on schedule, replies in one inbox, payment stays put.
• Respond to Internet Leads in Under Five Minutes
  Respond to internet leads in under five minutes with LeadLocate CRM: instant intake, round robin, auto reply, phone alert and a recorded call.
• Run a Referral Payout Program From the CRM
  Run a referral payout program inside LeadLocate CRM: personal referral links, a public form, leads sourced to the referrer and real rewards.
• Run Your Own Lead Campaigns in Leads Manager
  Run your own lead campaigns in Leads Manager: draw the zone, read zip stats, set offers, submit, and every lead in the zone lands in your CRM.
• Sell Cars From Home: The Remote Salesperson Setup
  Sell cars from home on LeadLocate CRM: a personal website and booking link, a browser softphone, texting, desking and e-sign deal pages.
• Sell Cars in Spanish With a Bilingual Assistant
  Sell cars in Spanish with LeadLocate CRM: route Spanish speaking leads to the reps who can answer, give them Jax, the bilingual assistant, log it all.
• Sell to Out of State Buyers With Deal Pages and E-Sign
  Sell to out of state buyers from LeadLocate CRM: a pencil taxed for their state, a PIN protected deal page, e-signature, chat and a shipping quote.
• Service Lane to Sales Handoff
  Turn a service visit into a sales conversation in LeadLocate CRM: flag the customer, scan the trade, text the unit, desk the deal and follow up.
• Subprime Deal Desk Workflow With SecureWebX
  Subprime deal desk workflow in LeadLocate: text the SecureWebX apply link, work the application inbox, pencil a worksheet, send it to a lender.
• Text a Credit Application Link in Under a Minute
  Text a credit application link from LeadLocate CRM: the SecureWebX apply link goes out by text in under a minute and lands in the F&I inbox.
• Weekend Sales Event Playbook Run From the CRM
  Run a weekend sales event from LeadLocate CRM: the list, bulk texts and emails, an event page, tracking numbers, the desk and the Monday recap.

Are these pages specific to franchise stores?

No. Each page notes where an independent lot, a buy here pay here store or an auto broker does it differently, and the industry pages go deeper by dealer type.

Do the workflows require a DMS integration?

No. A feed and DMS access are not required. Where a workflow touches the DMS, the page says what stays in the DMS and what moves to the CRM.

Can my team follow these as training?

Yes. Pair a workflow page with its Help Center steps and it reads as a procedure a new hire can follow on day one.

What if my role is not listed?

Tell us. Anything not listed is available on request and we write the page for you.

Bring the way your store works today. A specialist shows you the same steps in LeadLocate on a live account. Month to month, no long term contract.

Prefer to talk right now? Call or text 844-376-2274.