Client Instructions for Updating a Sold Customer

Owned by Former user (Deleted)
Apr 30, 2019
2 min read
  1. Log into your Dealer Spike Marketing Automation account
  2. Navigate to the contact manager
  3. Search for the customer you sold

    1. If you are unable to find the customer, you will have to manually add them
  4. Click into the customer profile
  5. Navigate to the "Custom Fields" tab
  6. Scroll to the bottom and look for the "Sold Unit" field
  7. Input the sold unit info here and then click "Save" in the top right corner
  8. At the top of the customer profile, click "Edit tags"
  9. Type "Sold" and look for the most relevant sold tag.
  10. Click the tag to trigger the post-sale follow-up emails for that vehicle type