Contact Types
Choose a Personal or Business contact so DealerSpot shows the right details.
Contact types change the fields shown in Details. Choose the type that matches the customer, then enter only the information your dealership needs.
Personal contacts
Choose Personal for an individual lead, shopper, buyer, or customer. You can save:
- Name, phone number, email address, and lead source
- Address and driver's license information
- Employment and income information
- Insurance information
- Purchase and vehicle preferences
- Custom fields created by your dealership
The Employment section appears only for Personal contacts.
Business contacts
Choose Business when the contact represents a company. This layout adds company and authorized signer fields.
| Group | Information you can save |
|---|---|
| Company | Company name, EIN, and website |
| Authorized signer | Name, title, phone number, and email address |
| Other details | Address, insurance, preferences, lead source, custom fields |
Confirm business requirements
DealerSpot stores the information your team enters. It does not confirm a company's identity, signing authority, tax treatment, or required sale documents.
Change a contact type
- Open the contact.
- Select Details.
- Open the contact type selector in General.
- Choose Personal or Business.
- Review the fields now shown.
- Select Save.
After changing the type, remove any information your dealership no longer needs.
Type and status serve different purposes
| Label | What it tells your team |
|---|---|
| Contact type | Whether the contact is an individual or a company |
| Contact status | Whether the relationship is a Lead, Prospect, or Customer |
A Business contact can still move from Lead to Prospect to Customer. Completing a deal tries to change attached contacts to Customer, but it does not change their Personal or Business type.