Inbound Lead Source - Setup Guide

Step 1: Request Initial Setup

1. Contact your  your Acquisition Coach (A.C.) or create a ticket requesting the Back Office setup for inbound leads
2. Once the initial setup is completed, you'll receive an email address. This is where you have to send your leads in order for the platform to receive them
   
   

Step 2: VAN Platform Setup

1. Log in to the VAN Platform
2. On the dashboard, click Inventory in the menu bar
3. From the drop-down, select All Searches
4. Click the green plus (+) button in the Inventory Settings – Searches header
5. In the setup pop-up:
   
   • Select Opportunities (this means leads)
   • Enter a clear name for the lead type (e.g., KBB ICO Leads)
   • Click Save
     
     

Step 3: Verification

1. Inform your A.C. you completed the setup of the leads in the platform in order for them to verify that everything is working properly
2. Once the verification is complete, you will be in conditions to make the first test
   
   

Step 4: Testing & Confirmation

1. When the A.C. confirms that everything is in order, proceed to send a Test Lead to the inbound lead email address you received in Step 1 and let know your A.C. once it's done
2. After the A.C. confirms the test lead was successful, you can start sending leads regularly.