Dealership IT: Create complete proposals from web leads

Sales reps lose showroom chances when web leads lack vehicle or contact info. IT creates structured proposal records so sales reps follow up quickly and recover potential deals.

Overview

Dealership sales reps lose showroom opportunities when web leads arrive with incomplete vehicle and contact info, letting potential deals slip. This workflow turns every web lead into a complete proposal record and notifies the assigned rep, ensuring faster handoffs and zero missed follow-ups.

Notable Features

Create structured proposal records
Extract vehicle and contact details
Route proposals to assigned sales rep