Managing leads & enquiries for your vehicle sales

You've added a stock record and a purchase order to that record and your vehicle is on sale.

This guide shows you how to record and manage any enquiries you get from customers interested in buying your stock.

To quickly view your current opportunities, go to Sales > Customer lead list.

This view is as below:

You can filter by % of proposed conversion
Opportunities will be displayed in terms of proposed % conversion to show hot opportunities
Quick link to the contact
Quick link to the stock record

So here's what you need to do when you get a lead for that car...

Go to Sales > Vehicle stock list.
Click on the stock number and this will take you to the stock details page.
Select the Leads tab.
Click on + New Leads to open a series of easy to follow steps. Information can be pre-populated if they are already on CarVue. If not, you can swiftly add them from the same search box.
Enter in the new Lead/Contact and select the name that is correct.
Add in the Enquiry Source (you can set-up and manage these in Settings), Probability of sale and Offer price from the customer, then hit Add.
I now have a new lead to this vehicle. From this you can start the Sale for the new Lead.