Client Instructions for Updating a Sold Customer

Log into your Dealer Spike Marketing Automation account
Navigate to the contact manager
Search for the customer you sold
1. If you are unable to find the customer, you will have to manually add them
Click into the customer profile
Navigate to the "Custom Fields" tab
Scroll to the bottom and look for the "Sold Unit" field
Input the sold unit info here and then click "Save" in the top right corner
At the top of the customer profile, click "Edit tags"
Type "Sold" and look for the most relevant sold tag.
Click the tag to trigger the post-sale follow-up emails for that vehicle type

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