Built to capture every lead source, clean the handoff, and stop missed opportunities. Complete this intake so LeadStreamIQ can recommend the right CRM, routing, and delivery setup.

Onboarding progress

Dealer Lead Flow Intake

Built to capture every lead source, clean the handoff, and stop missed opportunities.

Dealer Name:

Email:

Primary Contact:

Phone:

Title / Role:

Date Completed:

Lead Sources

Which marketplaces, websites, or platforms currently send you leads? Check all that apply.

Boat Trader Boats.com BoatCrazy BoatMart YachtWorld Dealer Website Facebook Lead Ads OEM Websites Other

Other lead source

Lead Delivery Method

How are your leads currently delivered to your dealership? Check all that apply.

Standard Email ADF / XML Email API Connection CRM Integration Portal Login / Manual Download Other

Other delivery method

Lead Inbox / Lead Flow

Map how your team receives lead emails and how those leads move across inboxes, people, or systems today.

Do you use a dedicated email account for incoming sales leads?

Yes No Not Sure

If yes, what platform is used?

Outlook / Microsoft 365 Gmail / Google Workspace Other

Other lead inbox platform

Lead email address, if available

Are all leads currently centralized into one inbox, CRM, or system?

Yes No Some are centralized Not Sure

Briefly describe your current lead flow

Example: Boat Trader sends to CRM, Facebook goes to sales manager email, website leads go to Outlook.

CRM & Delivery Destination

Tell us what CRM is in play and where cleaned, processed leads should land once LeadStreamIQ is live.

Do you currently use a CRM?

Yes No Not Sure

CRM Name

How are leads currently entered into the CRM?

Automatically Manually Some combination Not Sure

Where would you like LeadStreamIQ to deliver processed leads?

Salesperson email address CRM Both salesperson email and CRM Other

Other delivery destination

Primary delivery email address

LeadStreamIQ Automation Preferences

This tells us whether you want a fully automated flow and what LeadStreamIQ should do once a lead has been processed.

Would you like LeadStreamIQ to process all incoming lead formats into a single automated lead flow?

Yes No Not Sure / Need Recommendation

What should LeadStreamIQ do with processed leads?

Push leads directly into the CRM Email leads to staff Do both Route leads by source, brand, location, or salesperson Other

Other automation request

CRM Integration Access

If we need CRM or website integration work, tell us whether credentials already exist and who currently owns that access.

Do you already have API credentials or integration access for your CRM?

Yes No Not Sure

Who manages your CRM or website integrations? Name

Integration manager email

Integration manager phone

Error Alerts & Backup Notifications

Who should hear about failed deliveries or missed leads, and what else should LeadStreamIQ know about your routing needs?

Alert recipient name

Alert recipient email

Alert recipient phone

Preferred alert method

Email Text Message Both Other

Other alert method

Additional notes

Share anything else we should know about lead sources, routing rules, salesperson assignments, locations, brands, or special requirements.

Your responses stay inside LeadStreamIQ and are reviewed by our team directly.

Thank you

Your onboarding intake has been received.

Thanks . We have saved your dealership onboarding details and our team will review the lead flow for .

What happens next

Your intake now appears inside the LeadStreamIQ onboarding admin table for follow-up and routing review.

Need anything else?

You can close this message and stay on the onboarding page, or return to the main LeadStreamIQ site.

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⚠️ Please check the highlighted fields.

First Name

First name is required.

Last Name

Last name is required.

Email Address

Please enter a valid email address.

Phone number

Please enter a valid phone number.

Industry

Please select an industry.

Dealer Name

Please enter dealer name.

Dealer Website

Please enter a valid website URL.

Preferred Date

Please select a date.

Preferred Time

Please select a time window.

Website

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See this onboarding on a live rooftop.

A 20-minute demo on the sources, mailbox, and CRM you just mapped.

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LeadStreamIQ helps sales and growth teams turn scattered leads into focused, actionable opportunities for Boat, Auto, RV & Powersport Dealers.

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