Enquiries
An enquiry is one person's decision to buy one car. It records where they came from, what they want, which cars they are considering, and every sub-process of the sale. It is the object the rest of the product is organised around.
How it works
- 01
Capture it at the moment it happens
A walk-in, a referral, a campaign, a website form. Record the source now: it is the only moment it is reliably known, and it is what makes source performance measurable a quarter from now.
- 02
Record the demand as structure, not prose
The model, the budget band, the timeframe, whether there is a car to trade and whether finance is needed. Written as fields rather than a note, so it can be matched against what is actually in stock.
- 03
Give it an owner
Assignment drives the Today screen and personal task lists. An unowned enquiry appears on nobody's morning.
- 04
Shortlist the cars
Add the specific models they are considering. Where it matters, the shortlist shows how many of each you actually have available right now.
- 05
Let outcomes move the stage
Record what happened — a drive, a deposit, a lender's answer — and the stage follows. Move it by hand only when something happened that the system has no way to know about.
Worth knowing
One contact can have several live enquiries at once. A fleet customer replacing four cars is four decisions, not one crowded record.
An enquiry that does not convert keeps everything: what was quoted, what they drove, and why it ended. That is what the next conversation starts from.