SA-S01 · Sales leads
Cody's Sales

Cody's Sales Department

Vehicle request & lead follow-up

Every “find me a truck / SUV / car” goes on the Sales Floor the same day. Managers can see who owns it and whether anyone called back.

Take the request

  1. Name and mobile (required).
  2. What they want: make, model if they have one, body (SUV / sedan / truck / van), how many people, budget, cash or finance, when they need it.
  3. Assign Jameson or Judah before you walk away.
  4. Status starts at New.

Follow-up clock

  • New → Contacted the same shop day.
  • If they want a showing, set the appointment and mark Appt.
  • Touch the lead at least every 3 days until Sold or Lost.
  • No touch in 7 days = stale. Manager asks why.

Sold

Mark the lead Sold. Put units / GP / commission on Bonus & Payroll → Auto Sales Commission for that pay period.

Open Sales Floor