Tag archive

Posts tagged lead routing

Posts tagged lead routing in the TECOBI blog.

Internet sales manager reviewing website lead intake flow with dealership staff in a modern showroom

Dealership Operations

Website Lead Intake Workflow: What Must Survive From Form Submit to First Reply

September 24, 2026

Website lead intake fails when the dealership preserves contact data but loses the context needed to work the lead. This teardown follows the path from form submission to CRM assignment to first meaningful reply, showing where vehicle intent, form type, comments, transcripts, appointment requests, trade clues, finance signals, and source history often disappear. The fix is not another generic lead-response process.

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