Contacts
Everyone you sell to has one Customer profile, kept for life. Overview holds what to know before you speak to them; Timeline, Vehicles, People, Notes and Files hold the rest. A lead joins once it is qualified, and a contact is a Customer once an enquiry is won.
How it works
- 01
Read Overview before you call
A short summary when one has been written, the facts worth knowing, the latest steps and their open enquiries. Beside them: the next follow-up, suggested next steps and contact health.
- 02
Open the timeline
Everything in order: how they arrived, each conversation, every enquiry and its stage moves, quotes, and every test drive, reservation and handover. The phone shows the same list.
- 03
Check what they drive
Vehicles is the garage: what they own now, written by handovers, including cars you did not sell them.
- 04
Use it before you call, not instead of calling
The profile shows projections. It is context for a conversation, and it never becomes a second place to change something.
Worth knowing
The profile never writes a stage. The enquiry remains the only thing that answers where a sale is.
Nobody marks a contact as a Customer by hand. The word is read from a won enquiry.
Delete a contact and the business records survive it. The identity is removed; the history is not.