Leads
Assignment is set to manual| Customer | Wants | Came in through | Owner | Waiting |
|---|---|---|---|---|
| Lerato K. | Test drive, any Polo | Website form | Unassigned | 2 h 04 min |
| Annelie V. | 2021 VW Polo Vivo 1.4 | Showroom QR | Unassigned | 41 min |
| Thabo M. | 2021 VW Polo Vivo 1.4 | Portal email | Unassigned | 19 min |
| Johan P. | 2019 Toyota Corolla Quest | Walk-in | Ruan | Called 08:50 |
| Naledi S. | Test drive, 2020 Ford Ranger | Showroom QR | Zinzi | Called 09:05 |
| Pieter B. | 2020 Ford Ranger XLT | Portal email | Ruan | Called 09:12 |
The three at the top have not been called. Each one is waiting for a manager to hand it out.
Deals board
Everyone sees every live deal| Customer | Car | With | Where it stands |
|---|---|---|---|
| Sipho N. | 2.8 GD-6 Hilux Legend Same car | Ruan | Quote sent 10:12, 1 h 18 min ago |
| Annelie V. | 2.8 GD-6 Hilux Legend Same car | Zinzi | Quote sent 10:40, 50 min ago |
| Johan P. | 2019 Toyota Corolla Quest | Ruan | Test drive done 09:50 |
| Pieter B. | 2020 Ford Ranger XLT | Ruan | Contacted 09:12 |
Both customers were told the Hilux is theirs. The car is still listed as available, because a car is only held once somebody signs.
Pipeline
Test MotorsLead assignment Round robin (a returning customer goes to their own salesperson first)
New
Waiting for the next enquiry.
Contacted
Test Drive Booked
Test Drive Done
Quote/OTP Sent
F&I
Deal
Stock PV-0142021 VW Polo Vivo 1.4Available
Thabo M.
2021 VW Polo Vivo 1.4 · with Zinzi · F&ISelling price
R189 900
Gross profit
R18 700
Purchase price
R168 400
Recon cost
R2 800
Offer
Approved 11:12, used car manager
Finance application
With the bank no answer yet
Next
Nothing needs you.
Documents this deal needs
- ID copy
- Proof of address
- 3 months of payslips
- 3 months of bank statements
- Driver's licence
- Proof of insurance
Behind the board
Try themAdd a car from its licence disc
Scan the disc. The details fill themselves.
- Registration
- -
- Make and model
- -
- Year
- -
- Colour
- -
Value a trade-in
Photos, the settlement letter, then the figure goes into the offer.
- Car
- 2018 VW Golf 7 1.4 TSI
- Photos
- 6 of 6
- Settlement letter
- Received
- Valuation
- -
Reservation clock
Reserved when the customer signs. Released if the documents are not in on time.
23:59:59
Dealer CRM is made by Revelution in Pretoria. Test Motors is a fictional dealership and every screen above runs on sample data. Already a customer? Log in.