The Up-Sheet tab in AutoRaptor is one of the most powerful tools for managing your dealership’s traffic and sales opportunities. It acts as a central dashboard for tracking all customer “ups”.
Each record in the Up-Sheet represents a single customer interaction — whether that’s a walk-in, phone call, internet lead, or appointment.
What does each tab do?
All: This tab displays all Up Sheets within your account, regardless of status.
Active: This tab displays only "active" Up Sheets, along with Up Sheets who are in the "sold" status.
Delivered: This tab displays all Up Sheets that have made a purchase and have since been marked as "delivered" by the sales rep.
Lost: This tab displays all Up Sheets who have been marked "lost" by a sales rep for various reasons: such as inventory, price, not in market, etc. This is the best way to access leads who did not result in a deal at that moment in time, but by providing the reason as to why the deal was "lost", it allows the Up Sheet to be worked in the future if new circumstances arise (i.e dealership sales, inventory prospect wanted came in, etc.)
Inactive: This tab displays all Up Sheets who have gone "inactive" within your designated time frame of the inactive delay feature. An Up Sheet goes "inactive" when there is no communication between the rep/prospect for x amount of days. Usually this deal was a "lost/dead" deal, but was never marked as such. Good use of AutoRaptor entails marking Up Sheets "lost" once it is known that it will not result in a sale at that moment, and notating why, as this increases your chances to re-work this deal if circumstances change.
Needs Reply: This tab displays all Up Sheets for customers who have either texted, emailed, or called, and may require a response back. This tab is a great way to make sure you do not miss a text/email/phone call. Once the rep answers the correspondence, or indicates that it does not need a response, the system will automatically remove the up sheet from this tab.
It is important to note that Managers/Account Admins will be able to see all up sheets in the Needs Reply tab, while sales reps will only see the ones that are assigned to them that require action.
Unassigned: This tab displays all Up Sheets that remain unclaimed. It is important to check this tab so no Up Sheets go unanswered or unassigned. Here you can assign them to the appropriate sales rep, manager, or admin.