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Follow-Up Name | Status | Created By | Created On | Last Sent | Sent | Bounced | Invalid | CASL Restricted | Appointments | Unsubscribed | Delivered | Opened | Clicked | Replied |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Happy Anniversary |
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Primus CRM | Jan 15, 2024 10:00 AM | Today | 145 | 2 | 0 | 1 | 5 | 3 | 140 | 120 | 45 | 12 |
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Happy Birthday |
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Primus CRM | Jan 15, 2024 10:00 AM | Today | 89 | 1 | 0 | 0 | 2 | 1 | 87 | 75 | 32 | 8 |
Customers - Smart Follow-Up
| Customer Name | Assigned To | Assigned By | Email Address | Cell Number | Home Number | Work Number | Year/Make/Model | Lead Type | Deal Type | Created Lead Date/Time | Lead Status | Sales Status | Source | Inventory Type | Sales Type | Created By | Follow-Up Date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Smith | Sarah Lee | Mike Johnson | john.smith@email.com | (555) 123-4567 | (555) 222-3344 | (555) 888-9999 | 2022 Toyota Camry | Internet | Retail | 01/15/2026 10:42 AM | Open | In Progress | Website | New | Finance | Admin | 01/20/2026 |
| Maria Gonzalez | David Brown | Sarah Lee | maria.g@email.com | (555) 444-7788 | — | — | 2021 Honda CR-V | Phone | Lease | 01/14/2026 03:18 PM | Contacted | Pending | Call In | Used | Lease | System | 01/19/2026 |
| Kevin Patel | Sarah Lee | David Brown | kevin.p@email.com | (555) 777-1122 | — | — | 2023 Ford F-150 | Walk-In | Retail | 01/16/2026 11:05 AM | Open | New Lead | Showroom | New | Cash | Reception | 01/21/2026 |
Text Template Preview
Hi {{First Name}}! 👋
Just wanted to wish you a happy anniversary and say thank you for choosing {{Dealership Name}}. We really appreciate your business and hope you're enjoying your vehicle. Let us know if there's ever anything we can help with! 😊🚗
{{Assigned To}}
Email Template Preview
Subject: Happy Anniversary, {{First Name}}! 🎉
Hi {{First Name}},
Just a quick note to wish you a happy anniversary and to thank you for being part of the [Dealership Name] family.
We truly appreciate your trust in us and hope you're still enjoying your {{year}} {{model}}. If there's ever anything you need - questions, service support, or even just to explore what's new - we're always here to help.
Thanks again for choosing us. We look forward to being here for you for many years to come.
Warm regards,
{{Assigned To}}
{{Assigned To Title}}
{{Assigned To Cell Number}}
{{Dealership Name}}
{{Dealership Website}}
Text Template Preview
Hi {{First Name}}! 🎉
Just wanted to wish you a happy birthday from all of us at {{Dealership Name}}. Hope you have an amazing day! 🎂
{{Assigned To}}
Email Template Preview
Subject: Happy Birthday, {{First Name}}! 🎉
Hi {{First Name}},
Just a quick note to wish you a very happy birthday from all of us here at {{Dealership Name}}.
We hope your day is filled with great moments, good company, and maybe even a little cake 🎂. Thank you for being part of our dealership family — we truly appreciate your trust.
If there's ever anything you need, whether it's sales, service, or just a quick question, don’t hesitate to reach out.
Enjoy your special day!
Warm regards,
{{Assigned To}}
{{Assigned To Title}}
{{Assigned To Cell Number}}
{{Dealership Name}}
{{Dealership Website}}
Execution Parameters
Add Customer
Driver's License Scanner
Open front/back camera, capture image, then click Scan & Fill.