Contacts
Manage leads, prospects, and customers in your CRM
The Contacts module is your customer relationship management (CRM) system. Track everyone from initial inquiries to repeat buyers.
Introduction
Your contacts list displays:
- Name and contact information
- Status (Lead, Prospect, Customer)
- Lead source
- Interested vehicles
- Associated transactions
Contact Statuses
| Status | Description |
|---|---|
| Lead | Initial contact, has shown interest |
| Prospect | Qualified lead, actively shopping |
| Customer | Has completed a purchase |
Use status tabs to filter your view:
- All - Every contact
- Leads - New inquiries
- Prospects - Active shoppers
- Customers - Past buyers
Contact Types
Contacts can be either:
- Personal - Individual buyers
- Business - Companies purchasing vehicles
Business contacts have additional fields for company information.
Lead Sources
Track where contacts come from:
- Walk-in
- Phone
- Website
- Social
- Referral
Understanding your lead sources helps optimize marketing efforts.
Quick Actions
From the contacts list:
- Add Contact - Create a new contact
- Pin - Pin important contacts for quick access
- Filter - Filter by status, source, or search term
Vehicle Interests
Link contacts to vehicles they're interested in:
- Open a contact
- Navigate to Interested Vehicles
- Add vehicles from your inventory
This helps track which vehicles appeal to which buyers and enables targeted follow-ups.