Web Lead Timer

Overview

The Web Lead Timer feature helps dealerships respond to internet leads in a timely manner by automatically re-assigning unresponded leads. This ensures prompt customer follow-up and balanced workload distribution.

How It Works

1. Timer Setup

• Set a lead response timer per lead source in the Internet Feeds configuration.
  

• The timer option only appears if two or more users are assigned to a lead source.
  

• Valid timer options: 15, 30, 45, 60, or 120 minutes.

• To activate this feature, set the web lead timer to on in the preferences

2. Timer Activation

• When a new lead is assigned from a timed source, a red sand clock icon appears in the notepad.
  

• Hovering over the icon displays:
   ? “This lead will be re-assigned at [DATE TIME] unless responded to.”

3. Response Criteria (Actions That Stop the Timer)

Any of the following actions will stop the timer and keep the lead assigned:

• Sending an email
  

• Sending a text
  

• Making a call
  

• Marking a workflow step (e.g., status update)
  
  

4. Time-Sensitive Notifications

• A toast and text message will notify the current lead owner 5 minutes before reassignment.
  

• If the timer expires with no response, the lead is automatically re-assigned according to the Round Robin (RR) rules.
  
  

5. Reassignment Logic

• The reassignment process either:
  

  • Calls the RR coordinator and re-processes the lead according to RR rules
    
    

• The reassignment process will:
  

  • Preserve original lead dates
    

  • Log a comment indicating why the lead was reassigned
    

  • Notify:
    

    • The previous lead owner
      

    • The new lead owner
      

    • The manager
      
      

6. Repeat Reassignment

• The system will keep re-assigning the lead until someone responds.
  

• Each reassignment will follow the same logic and include appropriate notifications.
  
  

7. New Lead Notification Message

Timed leads receive an enhanced notification:

You’ve been assigned a new lead.
 If you do not respond before [DATE TIME], it will be automatically re-assigned.

8. Business Hours Handling

• The timer respects dealership business hours.
  
  

• Example:
  

  • Timer = 60 minutes
    

  • Lead received at 5:30 PM
    

  • Dealership closes at 6:00 PM, reopens at 8:00 AM
    

  • New reassignment deadline = 8:30 AM next day