Workflow example
From first inquiry to active deal
A prospect calls about a double wide, gives contact details, shares a budget, and needs follow-up after a lot visit. eDealerTracPro keeps the contact, notes, preferences, appointment, and next follow-up together so the lead does not depend on memory.
Customer records with contact information, status, source, notes, and sales history.
Follow-up dates, appointments, completed activities, and overdue work visibility.
Salesperson assignment and activity tracking across leads and customers.
Lead source reporting to see where customers are coming from.
Lead-to-sale movement tied into deals, quotes, financing, and documents.
Customer shopping profiles for budget, payment targets, timeframe, desired size, and home preferences.