Leads & inquiries

Not every customer buys on the first visit. The inquiries feature helps you capture leads, note what car they want, and follow up until they convert — so no opportunity slips through the cracks.

Capturing a lead

1. Go to Inquiries and tap Add.
2. Record the customer as an Inquiry party (name, mobile, etc.).
3. Note the vehicle(s) they're interested in — make, model, and version.
4. Save.

TODO: screenshot — new inquiry form

Following up

For each lead you record follow-ups over time:

1. Open the inquiry and add a follow-up.
2. Set the follow-up date and the next follow-up date so you remember to call back.
3. Add a remark with what was discussed.
4. Update the status and heat (see below).

Lead status

Lead heat

Mark how likely the lead is to buy soon: Hot, Mild, or Cold. This helps you focus your time on the leads most likely to close.

From lead to sale

When a lead buys, they move into the normal vehicle lifecycle as the buyer on a sale. Mark the inquiry Converted so your lead list stays accurate.