FlexPath Launch Training Guide

This guide will help you navigate and use the FlexPath Portal confidently. We'll walk you through each section to ensure you can use the platform effectively.

📞 Need Additional Help?

Our team is here to support you. If you need personalized training or have any questions, please contact us at support@flexpathdxp.com.

Welcome to the FlexPath Portal Guide

Let’s Get Started. Follow the sections below to learn how to navigate and use the portal effectively.

Portal Access

Visit the FlexPath Portal. Before logging in, ensure you have been granted access and the appropriate permissions. If you need assistance, please contact FlexPath Support or your account administrator.

Login Instructions

You do not need a traditional username or password to access the portal. Instead, FlexPath uses secure, email-based authentication.
Here’s how it works:

When your user account is created, it is linked to your email address.
To log in, you will receive a unique access link sent to that email.
Clicking the link will grant you access to the portal.

Tip for Easier Access: If you're using a personal or trusted device, we recommend checking the “Trust this device for 30 days” option during login. This option will allow you to skip the verification step on future visits from that device.

Once authenticated, you will have access to the main dashboard. On the left-hand side, you’ll see the navigation menu with the following sections:

Account
Leads
Users
Help

Account Settings

Any account updates made while you're actively logged in, such as changes to login permissions or lead delivery settings, will require you to click Refresh Account Settings for the changes to take effect. Otherwise, the updates will be applied the next time you log in.

Leads Management

When you hover over the Leads menu, you’ll see the following options:

Lead List and Details
Report: Lead Types
Test Lead Info

For Lead Details and Reports, ensure you select the correct account before viewing the data.

Tip: If you're part of a Dealer Group, reports are aggregated at the group level. If you're an individual rooftop, select your specific account listed under the Dealer section.

The next step is to decide what you’d like to review—Newly Created or Last Updated—and then choose the appropriate date range.

Tip: You can filter out test leads to ensure your lead counts reflect actual activity.

Once you click Get/Refresh Data, the portal will generate a detailed list of your leads.

In this view, you’ll see:

Prospect Name: The lead/prospect name.
Lead Type: FlexPath-assigned category for the lead.
Initial Send Date: Timestamp indicating when the lead was first sent to your CRM.
Last Updated: Timestamp of any post-submission updates.

This section provides a clear, itemized view of your incoming lead activity, helping you stay on top of both new and updated leads.

Lead Scenarios FAQ

Understanding different lead types can help you prioritize follow-up and interpret data correctly. Here's a breakdown of common scenarios you will encounter with FlexPath leads:

No Pull Leads

Unconfirmed Identity: The user entered a phone number and submitted the one-time passcode (OTP) process, but did not confirm their personal information.
Verified Phone Number Only: The user submitted the OTP but took no further action. No identity or credit-related data could be verified from this interaction.

No Hit Leads

No Credit Profile Found: The credit bureau was unable to find a match or hit, indicating that no credit file could be located for the user.

Standard / Successful Pull Leads

Thin Credit File: The credit bureau returned a match, but the user has no established credit history or FICO score.
Credit Freeze: The user’s credit file is inaccessible because it is frozen. Action is required before proceeding with prequalification.
Prequalified Financing: The user verified their phone number and confirmed their identity, but did not continue beyond that point.
Payments Shown (SVP): Specific to Single-Vehicle Payment (SVP) integrations. The user verified their identity and viewed payment options for a vehicle, but did not submit or proceed further.

High-Engagement Leads

These leads have verified their identity and taken additional actions, signaling strong purchase intent:

Click for Directions
Click to Call
Click to Text

Note: High-Engagement Leads signal strong purchase intent and should be prioritized in your follow-up efforts. However, standard and even partial leads can still provide valuable opportunities and should not be overlooked.

No Name Leads

If you receive a lead without a name, it means the customer provided a phone number but abandoned the application before confirming their information. We prompt for the name when a match isn’t returned, but in these cases, the user took no further action.

Note: There is a five-minute hold period to see if the customer completes the form. If they don’t, we go ahead and send the lead as-is, because even a phone-only lead is better than no lead at all.

Lead Content

Here is an overview of the FlexPath lead content:

Customer Information: A snapshot of user data captured during their session in the application.
Eligibility Score: A truncated version of the user's FICO score.
Full Credit Profile: A link to view the user’s complete credit profile, available to authorized users. Soft Pulls are only visible to users with credit bureau access permissions.
Most Important Recent Interaction: Highlights the last meaningful engagement (e.g., CTA click or confirmation step) that defines the lead’s category.
Latest Activity: Displays the most recent action recorded. This may differ from the "Most Important Recent Interaction" if the user performed less significant actions afterward (e.g., hovering or refreshing).
Activity Source Information: Identifies the lead’s origin, including the type of Call to Action (CTA) clicked and the location of the link (e.g., website page or campaign).

Lead Updates & Post-Submission Activity

If the customer returns and engages with the application after their initial form submission, an updated lead will be sent to your CRM to reflect the latest activity.

Note: There is a five-minute hold period to allow for continued user interaction before triggering the update—unless it’s from an end-of-funnel CTA (Call to Action), which then sends the lead immediately.

Lead Reports: Engagement Overview

When viewing the Lead Engagement Report, you’ll see a lead legend that defines the various FlexPath lead categories, along with a breakdown of lead counts by type. This report provides a high-level snapshot of engagement across different lead types.

Test Lead Info

This section provides testing credentials you can use to submit test leads. Using the provided test data prevents the submission of real customer information and avoids triggering actual credit checks, which can impact pull costs and incur additional fees.

User Management

The Users section allows you to create new users and manage the permissions of existing ones. To share soft pull data, users must be explicitly granted credit viewing privileges.

To create a new user, select the respective account and enter the following details:

Name
Email
Phone Number
Profile Restrictions & Permissions

Tip: Regularly review user access to ensure that only active team members can view lead information. Be sure to evaluate and assign the correct privileges when creating or updating user accounts.

Lead Detail Viewing Privileges

Full Credit Bureau Data: Users with this permission may access all available lead details, including full credit bureau data. This permission includes all information available at the Consumer PII, General Lead Information, and Lead Reporting & Summary Data permission levels below.
Consumer PII: Users with this permission can access lead details, including consumer PII, Qualification Score, and complete information about pre-qualified financing, such as available interest rates. This DOES NOT include access to complete credit bureau data. This permission contains all information available at the General Lead, Information, and Lead Reporting & Summary Data permission levels below.
General Lead Information: Users with this permission may access general details about individual leads. This includes the city, state, and zip of the consumer's address, Qualification Score, and limited information about pre-qualified financing, such as financing type, term, and credit tier. This DOES NOT include access to consumer PII or complete credit bureau data. This permission contains all information available at the Lead Reporting & Summary Data permission level.
Lead Reporting & Summary Data: Users with this permission may access lead reports, charts, and summary data. This DOES NOT include access to any details about individual leads.

Support & Resources

This section provides a direct link to our Best Practices Guide, which can also be accessed here.