Elead CRM Integration

Elead is a Customer Relationship Management (CRM) tool that makes it easy for you to view, organize and analyze customer data. VitalEdge has partnered with Elead to integrate IntelliDealer with Elead. IntelliDealer and Elead each poll the other to ensure that the data between the two systems stays synchronized.

Elead is a licensed feature within IntelliDealer. Contact your account representative for more details.

Data from Elead into IntelliDealer

IntelliDealer polls Elead every 2 minutes to collect any new opportunities created in the CRM. The new opportunities include the customer details. For existing customers, the details include a DMSID (company, division, customer number). Since new customers do not include a DMSID, IntelliDealer knows to add the customer and their details to its database. The add is controlled by the configuration on the Configuring: Customer Add Settings screen.

If the content in Elead doesn't fulfill the requirements configured on the Customer Adds screen, the customer record is not added into IntelliDealer. For example, if Business Email Mandatory is selected, but the customer has no Work email address in Elead, then the customer is not added into IntelliDealer. If the customer information is not complete in Elead, IntelliDealer defaults to "CRM - no <field>" where <field> is the name of the field missing the data. For example, if Address is missing data, the customer's details for address is "CRM - No Address".

IntelliDealer defaults all new customers to the Active state. To default to a different state, contact VitalEdge support.

Data from IntelliDealer into Elead

After an initial bulk data pull during on boarding, Elead polls IntelliDealer every 3 hours to collect updated information about:

• Customers—changes, additions, etc.

• Equipment—new inventory, on order, sold units, etc.

• Service Work Orders—since these are closed nightly during a Billing Run in IntelliDealer, Elead may collect these just once per day