This feature allows Polaris PCS/IMCS Leads dealers to Review and Accept (or Reject) service leads created in the PCS/IMCS System without leaving DX1. When a lead is accepted it automatically creates a new Work Estimate in DX1 and populates the Work Estimate with as many details from the original lead as possible.
In this document, we will cover the following items:
- How to see if you have any new PCS/IMCS Leads
- How to review and Accept (or Reject) a lead
- Reviewing your lead once it has been converted to a Work Estimate
How to see if you have any new PCS/IMCS Leads
Assuming you are an authorized Polaris dealer using PCS/IMCS Leads when you open the Service Sales section of DX1 you will see a "PCS/IMCS Leads" option in the left menu. If you have any new PCS/IMCS Leads (not yet started and without an RO number) there will be a red flag with the number representing the number of leads waiting to be reviewed.
If you select the PCS/IMCS Leads option from the left menu you will be taken to the "New Polaris/Indian Motorcycle Service Leads" page where you will see the high-level details for each of the new leads.
How to review and Accept (or Reject) a lead
To see the full details for any of the leads simply click on any of the rows and the full lead details page will open, on this page you will be able to see all of the information that was gathered in the PCS/IMCS system.
Once you have reviewed the details you can choose to:
Accept the Lead - Just like normal when you create a new Work Estimate in DX1 you first need to select or add a Customer. To do this, in the customer section click the search icon (magnifying glass) to search for or the Add icon (+) to add the customer. Once that is done you will need to select or add the unit. You can now click the "Create Estimate" button to create a new Work Estimate in DX1. Once the work estimate is created the details including the number will be sent to the PCS/IMCS system and the lead will be removed from the new leads list in DX1.
Reject the Lead - Click the Reject button, when you do this DX1 will let the PCS/IMCS system know you want to reject the lead and it will be removed from the New leads list in DX1.
Skip for now - Click the Cancel button and you will be taken back to the leads list page.
Reviewing your lead once it has been converted to a Work Estimate
Once your PCS/IMCS Lead has been loaded as a Work Estimate you can go to your regular Work Estimates tab in DX1 to review it.
Important Notes:
- Job Names - To make it easy for you to identify jobs that originated from PCS/IMCS Leads all job names will have the prefix "PCS/IMCS Leads:".
- Labor Rate - When the Work Estimate is created it will use the regular DX1 logic to select the labor rate which may or may not match the rate from PCS/IMCS Leads, be sure to confirm you have the correct rate.
- Additional Data fields - DX1 Work Estimates do not support all of the data fields gathered in the PCS/IMCS Leads, any fields that we could not load into a work estimate we save for your reference in the Invoice Notes: 
Support
For additional support or questions regarding functionality, you can contact our customer support team in a number of ways shown below. Again it is mandatory for dealers to get with their accounting and business departments to understand the rules and regulations for your local, state, and federal laws.
