Add Contact
Create new leads and customers
Add contacts manually to track leads, prospects, and customers.
Creating a Contact
- Navigate to Contacts
- Click Add Contact
- Fill in contact information
- Click Save
Required Fields
At minimum, a contact needs:
- First Name
- Last Name
All other fields are optional.
Basic Information
| Field | Description |
|---|---|
| First Name | Contact's first name (required) |
| Last Name | Contact's last name (required) |
| Middle Name | Contact's middle name |
| Email address | |
| Phone | Phone number |
Classification
| Field | Description |
|---|---|
| Type | Personal or Business |
| Status | Lead, Prospect, or Customer |
| Intent | Inquiry, Test Drive, or Help |
| Lead Source | Walk-in, Phone, Website, Social, Referral |
Intent Types
- Inquiry - General questions or information gathering
- Test Drive - Wants to schedule a test drive
- Help - Needs assistance with existing purchase or service
Address Information
| Field | Description |
|---|---|
| Street Address | Street address |
| City | City |
| State | State or province |
| ZIP Code | Postal code |
| County | County |
Preferences
Capture buying preferences to match vehicles:
| Field | Description |
|---|---|
| Brand Preference | Preferred manufacturer |
| Condition Preference | New, Used, or no preference |
| Max Mileage | Maximum acceptable mileage |
| Purchase Method | Cash, Finance, or Lease |
| Budget | Maximum budget |
Identification
For transaction purposes:
| Field | Description |
|---|---|
| License Number | Driver's license number |
| State of Issue | State that issued the license |
| Expiration Date | License expiration |
| Date of Birth | Contact's date of birth |
Employment
For financing applications:
| Field | Description |
|---|---|
| Employer Name | Current employer |
| Job Title | Position |
| Employer Phone | Employer contact number |
| Monthly Income | Monthly income amount |
Insurance
| Field | Description |
|---|---|
| Insurance Company | Provider name |
| Policy Number | Policy number |
| Expiration Date | Policy expiration |
Terms Acceptance
Track whether the contact has agreed to your terms:
- Terms Accepted - Checkbox indicating agreement
After Creating
Once saved, you can:
- Add interested vehicles
- Create notes
- Schedule events (follow-ups, appointments)
- Create transactions
Storefront Submissions
When someone submits a contact form on your storefront, a new contact is created automatically with:
- Contact information provided
- Status set to Lead
- Lead source set to Website
- Interested vehicle linked (if submitted from a vehicle page)