Navigating the prospect detail screen

Modified on Thu, 27 Mar at 10:13 AM

The prospect detail screen is used to manage your CRM prospects. From here you can add vehicles of interests, create quotes and sales, and record communication.

Current Status

1 - This area holds the initial data such as staff member who created the prospect, the prospect source, initial status, and enquiry date.

2 - This area is for the prospect contact details, which branch or department they are linked to within your business, and a field for entering a referred by client.

3 - This displays the prospect history. Dates will be automatically entered when quotes and sales have been entered.

4 - Allows you to apply a schedule to the prospect, enter a budget and their sale probability, as well as marking them as lost or on hold. Placing a prospect on hold will pause any schedules you have selected for them. Prospect schedules will be detailed in further guides.

5 - The client actions allow you to edit the client card, record communications, create quotes and sales, and add appointment/diary bookings.

Vehicles

This tab is used to enter any vehicles of interest for the prospect. By clicking New, you can type vehicle details, or click the 3 dots in the Stock Number line to select a vehicle already in your stock list.

Trade-Ins