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Desk Log (29)
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Add Task Created Date/Time Customer/Vehicle Information Showroom Details Lead Type Lead Status Sales Status Lead Contacted Within Assigned To Assigned By Source Notes Phone Sold Delivered Credit Score Created By
Aug 27, 2025 10:45 AM
Harinder Dalam
Customer Photo
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
2022 Toyota Camry (34892A) (U)
4TIC11AK0NU123456
Open Showroom Visit 00hrs 00mins 00seconds
Walk In
New
In Progress
2h 05m
M.Zainn
M. Kelly
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
Aug 10, 2025 9:30 AM
Sydney Crosbey
Customer Photo
Sydney Crosbey
123 Main St, Toronto
Cell: (416) 111-2222
Email: sydney.c@example.com
Sales Rep: Alex Green
Last Updated: 7/04/25 8:00am
2022 Toyota Camry (34892A) (U)
4TIC11AK0NU123456
Edit Showroom Visit 00hrs 12mins 45seconds
Deal #42666 is Delivered, sold for $114,888 - Front/Back: $458 / $1,510
modify
Walk In
Contacted
Lost
1h 30m
Sarah L.
James Wolk
Drive By
Customer browsed inventory but undecided. Needs time to consider options.
620 Primus CRM
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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
Edit Showroom Visit
Assigned To:
Assigned Manager:
Lead Type:
Deal Type:
Source:
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?