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FlexPath Lead Updates and Post-Submission Activity

Learn how FlexPath automatically tracks and delivers updated lead data when shoppers return and continue engaging after their initial submission — and how to view and interpret this activity in the portal.

Overview

FlexPath is designed to capture the full scope of a shopper's engagement — not just their initial interaction. When a shopper returns and continues engaging after their first submission, the platform automatically sends an updated lead to your CRM to reflect the most recent activity. This ensures your team always has accurate, up-to-date information to prioritize and act on.

How Lead Updates Work

If a shopper re-engages after their initial lead submission — for example, by viewing payment options, clicking to call, or requesting directions — FlexPath captures that activity and transmits an updated lead record to your CRM. This updated record reflects the shopper's most recent interaction, giving your sales and BDC teams a current and complete picture of buyer intent.

Key behaviors that trigger lead updates include:

  • Returning to complete identity confirmation after an earlier partial session
  • Viewing payment options for a specific vehicle (Single-Vehicle Payment integrations)
  • Clicking to call, click to text, or requesting directions (end-of-funnel CTAs)
  • Any additional qualifying action taken beyond the initial submission

Timing of Lead Updates

FlexPath applies the following timing rules when sending updated leads:

  • Standard updates: There is a five-minute hold period to allow for continued shopper engagement before an update is transmitted. This prevents fragmented lead updates from minor, transient actions.
  • End-of-funnel CTA updates: Updates triggered by high-intent actions — such as clicking to call, click to text, or requesting directions — are sent immediately, without the five-minute hold, to ensure your team can respond in real time.

Viewing Lead Updates in the FlexPath Portal

The FlexPath Portal provides clear visibility into both initial and updated lead activity. Within the Leads List, each lead record displays:

  • Initial Send Date: The date and time the lead was first sent to your CRM.
  • Last Updated: A timestamp reflecting any post-submission activity, if applicable.

To review leads, navigate to the Leads menu in the portal and filter by either Newly Created or Last Updated leads, then select the desired date range. After selecting Get / Refresh Data, the portal will generate an updated lead list.

Tip: Use the Last Updated filter to quickly identify leads where additional shopper engagement has occurred since the original submission. This is particularly useful for prioritizing timely follow-up with high-intent shoppers.

Lead Content Included with Updates

Each FlexPath lead — including updated records — may contain the following information, depending on shopper activity and user permissions:

  • Customer Information: A snapshot of data captured during the shopper's session.
  • Eligibility Score: A truncated version of the shopper's FICO score. Full FICO details are available to users with credit bureau access.
  • Full Credit Profile: A link to the complete credit report for authorized users.
  • Most Important Recent Interaction: The key action that defines the lead's category.
  • Latest Activity: The most recent action taken by the shopper, which may differ from the defining interaction.
  • Activity Source Information: Details on the originating lead source, including CTA type and placement.

CRM Delivery and Lead Sourcing

All FlexPath leads — including post-submission updates — are delivered to your CRM from leads@adf.flexpathdxp.com using the ADF format, with the provider ID FPDXP. To ensure accurate tracking and attribution:

  • Confirm FlexPath is set up as a dedicated lead source in your CRM.
  • Periodically reconcile lead counts to verify accuracy.
  • Note that CRMs may source leads based on the original engagement date, which can occasionally result in what appear to be duplicate entries. FlexPath leads include detailed engagement and qualification data to support downstream follow-up and deduplication.

High-Engagement Lead Prioritization

When a lead update includes a high-engagement action — such as a click to call, click to text, or a request for directions — that lead should be treated as a high-priority follow-up. These actions indicate strong, active purchase intent and warrant an immediate response from your sales or BDC team.

While high-engagement leads warrant priority attention, standard and partial leads still carry value and should not be overlooked. Any shopper who has engaged with VeriQual™ has already demonstrated meaningful interest in the buying process.

Best Practices for Managing Post-Submission Activity

  • Regularly filter leads by Last Updated in the FlexPath Portal to identify shoppers with new activity since their initial submission.
  • Ensure your CRM lead source is correctly configured to receive and distinguish updated FlexPath lead records.
  • Brief your sales and BDC teams on the difference between initial leads and updated leads so they can interpret shopper intent accurately.
  • Prioritize immediate follow-up on leads updated by end-of-funnel CTAs, as these are sent without delay.
  • Use the Lead Engagement Report in the portal for a high-level view of lead volume and engagement by lead type.

Summary

FlexPath automatically tracks post-submission shopper activity and delivers updated lead records to your CRM whenever a shopper re-engages. Standard updates are held for up to five minutes to consolidate activity, while end-of-funnel CTA updates are sent immediately. Use the Last Updated filter in the FlexPath Portal to monitor these updates and ensure your team acts quickly on the highest-intent opportunities. For additional support or training, contact support@flexpathdxp.com.