The CAT PSE leads are tied to the campaign source (CAT PSE Lead). One of the PSE Lead types is (CI-Advansys) which is tied to the (CAT PSE Lead) campaign. Can just this type of PSE be tied to an Additional Source campaign automatically? If so I would like the CI-Advansys PSE’s to be tied to the Additional Source Campaign Response (PS – Advansys Conversion) campaign. At this time I am having to manually do this once the lead is in the salesman’s funnel. I would like this if possible to be automated.
Brian Sailers
I am having a similar issue- My dealership wants to track the PSEs by PSE types as well. Doing so in campaigns would be the easiest one stop to track. PSEs by CI-Rebuild and E&T-Overhaul would be more easily tracked if a PSEs were auto adjudicated to campaigns based on PSE name criteria.