Search Criteria Panel

The following items are available on the Search Criteria panel.

Date: Select the date range for which to view results. Click the (Down Arrow) icon to display a list of valid entries. When a date range is selected, dates are automatically entered in the From Date field and the To Date field for the corresponding date range. Select Custom in this field to manually enter a date range in the From Date field and the To Date field.

From Date: Select the beginning date in a range of dates for which to view results. When this field is accessed, a calendar displays, where a date can be selected. If a date range other than Custom is selected in the Date field, this field automatically displays the date corresponding to the selected date range.

Note - Changing the entry in the From Date field automatically changes the entry in the Date field to Custom.

To Date: Select the ending date in a range of dates for which to view results. When this field is accessed, a calendar displays, where a date can be selected. If a date range other than Custom is selected in the Date field, this field automatically displays the date corresponding to the selected date range.

Note - Changing the entry in the To Date field automatically changes the entry in the Date field to Custom.

Type: Select the type of service leads, such as Appointments or Walk-Ins, for which to search. Click the (Down Arrow) icon to display a list of valid entries.

Sent: Select this option button to search for service leads for which a decision, such as Hot Lead or Manual Hot Lead, has been sent to FOCUS or the Customer application in the Digital Retail Platform.

Not Sent: Select this option button to search for service prospects for which a decision, such as Pending or Outside Parameters , has not been sent to FOCUS or the Customer application.

Decision: Select whether to search for leads based on if the leads were automatically sent, were manually sent, have yet to be sent, or were rejected. When the Sent option button is selected, this field is used to select the method by which a lead was sent to FOCUS or the Customer application. When the Not Sent option button is selected, this field is used to select whether a lead has not yet been decided or a lead is outside the lead generation criteria. Click the (Down Arrow) icon to display a list of valid entries.

Decided By: Select the method used to determine whether service leads were sent to FOCUS or the Customer application, such as whether the leads were sent automatically or if a specific user manually sent the leads by clicking the (Send) icon on the Lead Sheet panel. Entries in this field vary based on the selection in the Decision field. Click the (Down Arrow) icon to display a list of valid entries.

Note - This field is only available when the Sent option button is selected.

Reason: Select the reason service leads were not sent to FOCUS or the Customer application. Click the (Down Arrow) icon to display a list of valid entries.

Note - This field is only available when the Not Sent option button is selected.

Current: Select this option button to search for service customers that are associated with an active vehicle deal. If no entries are made in the Deal Type field or the Vehicle type field, the selection of this option button does not affect the search results.

Proposed: Select this option button to search for service customers that are associated with a proposed vehicle deal. If no entries are made in the Deal Type field or the Vehicle type field, the selection of this option button does not affect the search results.

Deal Type: Select a deal type for the current or proposed vehicle deal, such as Cash or Finance. Click the (Down Arrow) icon to display a list of valid entries.

Vehicle Type: Select a vehicle type for the current or proposed vehicle deal, such as New or Used. Click the (Down Arrow) icon to display a list of valid entries.