Manager's Desklog
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Desk Log (29)
YTD This Week Last Week LM MTD Last 7 Days Yesterday Today
Lead Type Lead Contacted Within Assigned To Assigned By Created Date/Time Customer/Vehicle Information Sales Status Source Notes Phone Sold Delivered Credit Score Created By
Walk In 2h 05m M.Zainn M. Kelly Aug 27, 2025 10:45 AM Harinder Dalam
2022 Toyota Camry (34892A) (U)
4TIC11AK0NU123456
Sold Referral
🔥 Customer showed strong interest in financing approved options. Requested test drive for Friday. Mentioned possible trade-in of current vehicle.
06-10-2025 06-12-2025 🔥 720 Primus CRM
Walk In 1h 30m Sarah L. James Wolk Aug 10, 2025 9:30 AM Jason Torres
2022 Toyota Camry (34892A) (U)
4TIC11AK0NU123456
Lost Drive By
Customer browsed inventory but undecided. Needs time to consider options.
620 Primus CRM
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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
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Did you enter all of their personal information?

Customer: Lovepreet Singh

Email: jmaldonado@activix.ca

Home: (604) 783-2751

Work:

Cell:

Alt Email:

Is this the correct vehicle they are interested in?

Vehicle: (none)

Trade-In: (no trade)

Demo?
Write-Up?
Touch Desk?
Pending F&I?
Trade Appraisal?
Sold?
Lost?
Delete Visit