| Customer Name | Assigned To | Assigned By | Source | Lead Type | Vehicle of Interest | Trade-In Vehicle | Deal Type | Sold Date | Delivered Date | Sold By | Sale Price | Gross Profit (Front-End / Back-End) | Lender | Term & APR | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Doe | Michael Smith | Primus CRM | Internet | 2023 Toyota Camry | 2018 Honda Civic | Finance | Oct 7, 2025 10:55 AM | Oct 8, 2025 02:30 PM | Michael Smith | $32,500 | $2,500 / $1,200 | Chase Bank | 60 mo / 5.5% | Customer satisfied with financing terms... | |
| Jane Smith | David Johnson | Primus CRM | Walk-In | Phone Up | 2022 Ford Escape | 2019 Nissan Altima | Cash | Oct 6, 2025 03:15 PM | Oct 7, 2025 11:00 AM | David Johnson | $28,900 | $2,000 / $500 | – | – | Quick cash deal, no trade-in... |
| Robert Brown | Sarah Wilson | Primus CRM | Website | Internet | 2021 Chevrolet Equinox | 2017 Ford Fusion | Lease | Oct 5, 2025 01:45 PM | Oct 6, 2025 10:30 AM | Sarah Wilson | $26,750 | $1,800 / $900 | GM Financial | 36 mo / 4.2% | Customer preferred lease option... |
| Emily Davis | Michael Smith | Primus CRM | Referral | Walk-in | 2024 Hyundai Tucson | 2020 Toyota RAV4 | Finance | Oct 4, 2025 11:20 AM | Oct 5, 2025 03:45 PM | Michael Smith | $34,200 | $2,800 / $1,100 | Bank of America | 72 mo / 6.1% | Referred by existing customer... |
| Michael Johnson | David Johnson | Primus CRM | Internet | 2022 Honda CR-V | 2016 Subaru Outback | Finance | Oct 3, 2025 09:30 AM | Oct 4, 2025 01:15 PM | David Johnson | $29,800 | $2,200 / $800 | Wells Fargo | 60 mo / 5.8% | Smooth financing process... | |
| Sarah Miller | Sarah Wilson | Primus CRM | Walk-In | Phone Up | 2023 Kia Sportage | 2018 Mazda CX-5 | Cash | Oct 2, 2025 04:10 PM | Oct 3, 2025 10:00 AM | Sarah Wilson | $27,500 | $1,900 / $400 | – | – | Immediate cash purchase... |
| David Wilson | Michael Smith | Primus CRM | Website | Internet | 2024 Ford Bronco | 2019 Jeep Wrangler | Lease | Oct 1, 2025 02:55 PM | Oct 2, 2025 11:45 AM | Michael Smith | $45,300 | $3,500 / $1,400 | Ford Credit | 48 mo / 5.9% | Premium vehicle lease deal... |
| Lisa Anderson | David Johnson | Primus CRM | Referral | Walk-in | 2022 Toyota Highlander | 2017 Honda Pilot | Finance | Sep 30, 2025 10:15 AM | Oct 1, 2025 03:30 PM | David Johnson | $38,900 | $3,000 / $1,300 | Toyota Financial | 66 mo / 5.6% | Family vehicle purchase... |