📋 What This Guide Covers
This guide explains how leads are created and tracked in Turbo Referrals. You’ll learn the different types of leads, how they are tied to promoters and Team Members, and what controls dealerships have to manage them. By the end, you’ll understand how to manage leads inside the platform and keep referral opportunities organized.
📋 How Lead Works
A lead is created whenever a customer reaches out through a referral link. Each lead is automatically tied to the Team Member who was contacted and, if the customer used a promoter’s referral link, the promoter is linked as well.
When a lead comes in:
The contacted Team Member is notified by email with the lead details.
If the lead came through a promoter’s referral link, the promoter also receives an email notification.
If lead email automation is active, details are sent to the dealership’s registered email address.
If ADF automation is active, lead details are directed to the dealership’s ADF address.
The full lead information is always stored in the Turbo Referrals portal, giving Team Members everything they need to follow up, update statuses, and track progress.
📋 Types of Leads
There are two types of leads in Turbo Referrals:
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Inquiry Leads: Created when a customer fills out the standard contact form. This includes their name, contact details, and an optional message.
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Pre-qualification Leads: Created when a customer completes the pre-qualification form. This includes essential details to help evaluate financing or purchase readiness.
📋 Controls and Actions Available
Controls for Dealership User
Admins and Members both have tools to manage leads. Dealership Admins have full visibility and control over all leads, while Members can only view and manage the leads they personally generated. All dealership users can:
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View your leads and promoters: Access a complete list of all the leads.
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View linked leads and promoters: See which leads are tied to you and any promoters.
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Update lead status: Track progress as leads move forward.
Controls for Dealership Admins
Admins have some additional control:
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Set up ADF email notifications: Configure ADF emails to automatically receive new lead details.
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Set up lead email notifications: Send new lead details automatically to the registered email address.
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Manage Lead Statuses: Add, edit, or remove lead statuses and assign them to groups.
💡 Tips & Tricks to Help You Succeed
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Follow up fast: Quick responses increase the chance of converting a lead.
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Prioritize pre-qualification leads: These customers are usually closer to being purchase-ready.
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Stay organized: Keep track of conversations and next steps so no lead is missed.
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Give promoters credit: Recognize promoters when their links bring in leads. This builds loyalty.
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Look for patterns: Use the portal to see which Referral Links and promoters generate the best results.
Want more ideas? Check out our Sales Team Learning Series for step-by-step strategies to get more leads with less work.