Sales - cars
What it is for
Sales - cars lists your cars from a sales point of view: score, leads, tasks and activity. From each car you open its car workspace, where you follow its leads, price and timeline.
Access
- Menu: Sales › Sales - cars (
/dashboard/sales/cars). This is also where Sales opens. - Requires the Sales module on your team.
Steps
- Open Sales › Sales - cars.
- Use Search cars and the quick filters: Hot cars, At risk, With new leads, With favorite leads, No task, Inactive > 3 days (more under More). Clear all removes them.
- Drafts are grouped under Drafts ("N to complete"); use Show or Hide.
- Click Log an activity to open the Action picker and log a call, a task or a lead for a car.
- Click a car to open its car workspace.
The car workspace
The car workspace (/dashboard/sales/cars/<car id>) gathers everything about one car:
- Car score and status: Hot, Warm, Cold, New, Active, Aging, At risk, Reserved or Sold.
- Price advice, for example Price OK, Price too high, Consider discount, Review price soon, based on days in stock and engagement.
- Reminders: Price review reminder and Marketing boost reminder.
- Timeline (events you can pin), Tasks (complete, reopen or delete) and Notes.
- Leads: the active leads matched with the car.
- A switch to make the car available to the Sales Agent.
See Car workspace for details.
Good to know
- After a price change, the workspace shows the leads and activities gained in the next 48 hours.
- Scheduling a test drive needs an active lead linked to the car.
- Add car opens the Add new car wizard.
Common issues
"No sales data". No car is in sales yet. Add cars or import your stock.
"Error loading sales data". Click Retry.
"Link an active lead before scheduling a test drive." Link a lead to the car from the Leads tab first.
"Unable to update Sales Agent availability". Try the switch again; check that you can edit the car.