![What is the purpose of the Send to CRM button?]({"bg": "//theme.zdassets.com/theme_assets/10578075/e106cc8a79a6a41c781c71d999cffaa33b481de7.jpg"})
![What is the purpose of the Send to CRM button?]({"bg": "//theme.zdassets.com/theme_assets/10578075/d38d9cc5a4fcb160800cb7a8f0e0cb60aaa36d2e.jpg"})
The purpose of the Send to CRM button in Activ8 s to allow dealership users to manually send customer leads into their CRM.
Note - Activ8 will automatically send leads into the CRM for customers who have elected to start speaking with the dealer about upgrading, these will come through in the CRM from Activ8 as "Start a Conversation" leads.
If there are customers the dealer would like to reach out to, use the Send to CRM button in Activ8 to send that lead to the CRM and start working the lead from there.
0
0
Was this article helpful?
0 out of 0 found this helpful
Articles in this section
- I forgot my password!
- How can I upsell SmartMail mid-month?
- Can SmartMail start instantly?
- What is SmartMail?
- I still have a question and I need more help
- What are the benefits of the owner retention solution?
- What if I already market to our customers on a steady cadence?
- What if I already have high owner loyalty?
- Will we need to add staffing to manage this program?
- Is the owner retention element an equity mining tool?