Leads & shared inbox
Manage leads, reply by SMS or email, share vehicles and track the next action.
Start here
Section titled “Start here”- Use Leads from start to finish
Find or create an enquiry, record the vehicle and customer context, arrange follow-up, and handle handovers or closing outcomes.
20 min read · Video walkthrough - Find a lead
Find the existing enquiry, check its owner and open the correct record before creating another lead.
6 min read · Video walkthrough - Create a lead
Record a new enquiry with contact information, a clear owner, priority and source.
5 min read · Video walkthrough
Work the enquiry
Section titled “Work the enquiry”- Update a lead’s owner, source or priority
Correct who owns an enquiry and how it should be worked, then verify each saved change.
4 min read · Video walkthrough - Add or change a lead’s vehicle interests
Keep the vehicles a customer is considering on the lead and identify the primary interest.
4 min read · Video walkthrough - Create follow-up work from a lead
Give the enquiry an owned task or a saved customer appointment, then verify the next commitment.
6 min read · Video walkthrough - Add a team note to a lead
Record useful context for colleagues without sending it as a customer message.
3 min read · Video walkthrough - Attach and review lead documents
Keep a supported document on the lead, open the saved file and handle upload problems carefully.
5 min read · Video walkthrough - Review a lead’s activity and engagement
Check recorded changes and communication indicators without confusing them with customer agreement or a completed task.
4 min read · Video walkthrough
Stages and recovery
Section titled “Stages and recovery”- Change a lead’s stage
Record the enquiry’s actual progress and understand what a stage change does and does not complete.
5 min read · Video walkthrough - Close or reopen a Lost lead
Record why an opportunity closed, or return a Lost lead to active follow-up when the customer returns.
5 min read · Video walkthrough - Review the Lost-lead recovery queue
Review recently Lost opportunities and choose deliberately between Reopen and Dismiss.
4 min read · Video walkthrough
Lead handovers
Section titled “Lead handovers”- Request a lead assignment
Ask for a lead owned by someone else and track the decision without creating a duplicate enquiry.
4 min read · Video walkthrough - Review lead assignment requests
Approve or decline a handover and verify the resulting request status and owner.
4 min read · Video walkthrough
Record management and help
Section titled “Record management and help”- Archive or delete a lead
Choose the appropriate record action and understand how it differs from closing an opportunity or blocking contact.
4 min read · Video walkthrough - Update several leads
Apply a common change with the correct selection scope and verify partial results before retrying.
5 min read · Video walkthrough - Resolve lead record problems
Distinguish an empty result from a failed load, an unsaved change or a record-access problem.
4 min read · Video walkthrough
Inbox and customer messages
Section titled “Inbox and customer messages”- Use Inbox from start to finish
Find the right conversation, review the customer’s history, send a reply and leave a clear next action for your team.
11 min read · Video walkthrough - Find and filter Inbox conversations
Use status, channel, team scope and attention filters to find the conversation you need.
5 min read · Video walkthrough - Reply to a lead by SMS
Send a text message to the correct lead and confirm the outgoing message in the conversation.
4 min read · Video walkthrough - Send an email from Inbox
Write a new email or follow up on an existing email, then check the completed outgoing message.
5 min read · Video walkthrough - Attach a file to an Inbox message
Add a supported file, check its upload and send it with the intended message.
4 min read · Video walkthrough - Share vehicles from Inbox
Send a vehicle shortlist by SMS or email, and understand what your customer sees on carvio.link.
7 min read · Video walkthrough - Restore an Inbox draft
Return to an unsent SMS or email and check it carefully before sending.
3 min read · Video walkthrough - Use Inbox message templates
Insert a message template, replace missing values and review it before sending.
3 min read · Video walkthrough - Review an AI reply before sending
Draft or improve a message with AI, review the result and choose whether to keep it.
4 min read · Video walkthrough - Pin, snooze or dismiss a conversation
Keep important conversations handy, defer follow-up or remove a conversation from the open queue.
4 min read · Video walkthrough - Start a new Inbox conversation
Find an existing lead or create the required contact record before writing the first message.
4 min read · Video walkthrough - Manage lead details from Inbox
Review ownership and customer context, record a team note and create follow-up work without losing the conversation.
6 min read · Video walkthrough - Recover a failed Inbox message
Distinguish a failed send from uncertain delivery, protect the draft and avoid duplicate messages.
5 min read · Video walkthrough - Revive a Going Cold conversation
Review an older conversation, prepare a suitable follow-up and send only after checking it.
3 min read · Video walkthrough