OverVUE
elead CRM is a Customer Relationship Management (CRM) system. Vehicle inventory and customer information are sent to eLeads nightly.
Permissions
In order to have the ability to import a Deal, users must have their permissions set to Create a Deal.
Deal Import Process
1. Navigate to Sales > F&I> Deals or Sales>F&I>Sales Desk
2. Click on the [Deal Import File] button in the Action Ribbon.
3. Click on the [Attach File] button to locate and select the eLeads XML file. (Usually found in your
Downloads folder.)
4. Click the [Save] button to open the Verify Customer window.
● If a match is made, the customer data populates the fields.
● If no match is made, click the magnifying glass icon in the customer field to search and select a customer.
● If the customer is not found, uncheck the Use Customer checkbox when completing the
import.
5. Once the data is correct, click the [Import] button.
Deal Import Process: Resolving Conflicts
When data fields in VUE do not match the data fields in elead CRM, a Deal Import Conflicts window opens. Select the correct data on each page and click the [Next] button to advance to the next
conflict page. Click [Previous] to go back and review.
General
• Mileage
• MSRP
• Lender
2. Aftermarket
• VUE Code
• Description
• Price
• Cost
3. Accessory
• VUE Code
• Description
• Price
• Cost
Selecting the [Dismiss all Conflicts] button imports the default selections including any existing $0.00 values.
Unresolved conflicts will not be imported. Click the go back and review your steps link or click the [Import Deal with Resolved Conflicts] button to Import now.
Once a customer is imported, the Sales Desk window opens and the deal can be work in VUE as usual.