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Customer Name Email City Postal Code Province Home Phone Cell Phone Work Phone Assigned To Secondary Assigned To Finance Manager BDC Agent Source Lead Type Lead Status Visits Inventory Type Dealership Sales Status Sales Type Deal Type Lead Status Type Appt Status Type Original Assigned By Original Assigned Date Original Assigned To Sold By Status Created Date Sold Date Delivery Date Appointment Date Last Contacted Date Action
Emma Wilson 3
emma.wilson@example.com Vancouver V6B 5J5 British Columbia +1 604 555 1234 +1 778 123 4567 John Smith Sarah Miller David Chen Lisa Wong Walk-In New Vehicle Active 3 SUV Twin Motors Vancouver Sold Retail Cash Hot Confirmed System Auto-Assign 2023-10-15 John Smith John Smith Completed 2023-10-15 2023-11-05 2023-11-12 2023-10-20 2023-11-01
James Anderson 2
james.anderson@example.com Toronto M5V 2T6 Ontario +1 416 555 9876 +1 647 456 7890 +1 416 876 5432 Mike Roberts Sarah Johnson Michael Brown Website Pre-Owned New 1 Sedan Twin Motors Toronto Pending Finance Lease Warm Scheduled Lisa Johnson 2023-11-10 Mike Roberts - Pending 2023-11-10 - - 2023-11-25 2023-11-12
Sophia Martinez 1
Calgary T2P 1J9 Alberta +1 403 555 4567 +1 587 987 6543 Emily Davis Tom Wilson Robert Taylor Jennifer Lee Referral Service Customer Contacted 2 Hybrid Twin Motors Calgary Negotiation Retail Finance Hot Rescheduled Robert Taylor 2023-10-28 Emily Davis - In Progress 2023-10-28 - - 2023-11-18 2023-11-05
Michael Chen 4
michael.chen@example.com Montreal H3A 0G4 Quebec +1 514 555 1122 +1 438 123 9988 +1 514 887 6655 David Brown Jessica White Kevin Martin Amanda Wilson Phone Inquiry New Vehicle Qualified 5 Electric Twin Motors Montreal Sold Lease Lease Hot Completed Sales Manager 2023-09-20 David Brown David Brown Completed 2023-09-20 2023-10-28 2023-11-05 2023-10-05 2023-10-25
Sarah Johnson 2
sarah.johnson@example.com Edmonton T5J 0K7 Alberta +1 780 555 3344 +1 587 456 7788 Brian Taylor Michelle Lee Chris Evans Email Pre-Owned New 1 Truck Twin Motors Edmonton Test Drive Retail Cash Warm Scheduled System Auto-Assign 2023-11-15 Brian Taylor - Scheduled 2023-11-15 - - 2023-11-30 2023-11-18
Robert Kim 1
robert.kim@example.com Vancouver V6Z 2T6 British Columbia +1 604 789 1234 +1 604 321 5566 Lisa Wong John Smith David Chen Michael Brown Referral New Vehicle Contacted 3 Luxury Twin Motors Vancouver Follow-up Finance Finance Hot No Show John Smith 2023-10-05 Lisa Wong - No Show 2023-10-05 - - 2023-11-10 2023-11-08
Amanda Wilson 3
amanda.wilson@example.com Toronto M4W 1A5 Ontario +1 416 555 6677 +1 647 888 9999 +1 416 222 3344 Mike Roberts Sarah Miller Sarah Johnson Jennifer Lee Walk-In Pre-Owned Active 4 SUV Twin Motors Toronto Sold Retail Finance Hot Confirmed Sales Manager 2023-09-28 Mike Roberts Mike Roberts Completed 2023-09-28 2023-11-02 2023-11-15 2023-10-15 2023-10-30
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New Customer

John Doe

Added as a new customer in the CRM.

Just now

New Lead

A new lead has been added: Emily Smith.

5 min ago

New Appointment

Appointment scheduled with Michael Brown for test drive.

15 min ago

Invoice #INV2301 generated for John Doe.

30 min ago
Customer Profile
Customer Details
Profile
Co-Buyer Information
Deals

2025 Ford Escape

Created Date: September 25, 2025

Active

2025 Toyota Corolla

Created Date: October 01, 2025

Sold / Delivered October 05, 2025 / October 10, 2025