Lead Management

Work every buyer from first contact to test drive

The lead pipeline gives every salesperson a clear board to manage buyer interest — from the first walk-in to a booked test drive to a negotiated offer. Every activity is logged in a running timeline so nothing slips through the cracks when a salesperson is off or a lead goes quiet for a week.

• Pipeline board shows every lead by stage: New → Contacted → Appointment → Offer → Closed
• Attach a lead to a specific listing or leave it open (“wants a 3-row SUV under $25k”)
• Log every touchpoint — calls, emails, texts, notes, and offers — in the lead’s activity timeline
• Book a test drive directly into the Scheduling calendar without switching screens
• Track lead source (walk-in, website, Autotrader, CarGurus, Cars.com, Facebook, referral) for ROI visibility
• Assign leads to salespeople and see their individual pipelines on the advisor dashboard
• Lead Funnel chart tracks conversion rate from contact to closed deal