|
|
Customer Name | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Harinder Dalam
Harinder Dalam
123 Main St, Toronto Cell: (416) 111-2222 Email: sydney.c@example.com Sales Rep: Alex Green Last Updated: 7/04/25 8:00am
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 |
Add Customer
Add Customer
Notifications
Customer Profile
General Customer Notes
Notes History
Juan Maldonado
Jan 15, 2026 — 11:40 AM
Customer’s birthday is on March 10. Prefers contact after 5 PM.
Sarah Johnson
Jan 10, 2026 — 3:15 PM
Going on vacation from Feb 1 to Feb 10. Follow up after return.
Events
No Vehicle Entered
Created Date: January 16, 2026
Active
2023 Toyota Corolla
Created Date: September 25, 2025
Sold / Delivered
2025 Ford Escape
Created Date: November 25, 2025
Active
