• Stop being a LURKER - join our dealer community and get involved. Sign up and start a conversation.

Your CHAT follow-up process

Bumping this thread...

It wasn't too long ago, right after installing a BDC at my Toyota dealership that I had to go through setting this up so we could forward the chat leads into the CRM while preventing the auto-responder from triggering.

As Alex mentioned above, your CRM should allow you to add a different ad source while building a process around leads that come from designated lead sources - including your chat provider. What I've found, some chat providers do NOT have their ADF/XML leads formatted in order to show a "lead source". When this happens, the lead can either be rejected or come in under a general/default lead ad source, resulting in the auto-response going to the customer.

Be sure to test this out before going live. Get with your char provider if for some reason their leads are not formatted correctly.

Has anyone come across this issue?