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Account & Billing

AutoGate

Products & Services

FAQs

How many stages are there?

There are 4 stages in the AutoGate process, including New, Contact, Commitment and Result. In order, they refer to the following prospect circumstances or ‘steps’, 

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  1. New - A prospect has just arrived in AutoGate and may or may not be assigned to a salesperson
  2. Contact - A prospect has been contacted by the salesperson in some format, being by phone or email etc. For example, once the salesperson updates the prospect in AutoGate to say a call was placed/attempted, AutoGate will automatically assign the prospect to the ‘Contact’ stage.
  3. Commitment - A prospect has agreed to see the item in person, i.e. an appointment was made. As mentioned in the previous stage, once the salesperson updates the prospect in AutoGate to say an appointment has been set, AutoGate will automatically assign the prospect to the ‘Commitment’ stage.
  4. Result - The final stage in the prospect's buying journey, i.e. they either buy from you, or you’ve lost them. Once a salesperson nominates lost or sold within the prospect, AutoGate will automatically assign the prospect to the ‘Result’ stage and archive them from your active prospect list. Once a prospect reaches the result state, they can be re-activated by selecting the 'Re-Open' button that will appear under the status of the prospect.

How do I change the stage?

The stage is automatically updated based on the actions you perform on this prospect. 

StageUpdate.png

 

When you have actioned this prospect, tell AutoGate by using these 5 buttons. You can log that you have sent an email, SMS or made a call. Or perhaps you want to log that you have made an appointment or just add some general notes for future reference. Please note, none of the functions under Prospect Management will send a communication to the prospect. These buttons are for administrative purposes only.

Every time you log an action, AutoGate will update your personal and your dealerships statistics. Please make sure you mark a prospect as Sold or Lost when you finish.

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