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
- 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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