When you need to add more information on a Prospect or change the information you have, you can do so at any time.
Within a Prospect record, click on the Edit menu and select Edit Prospect Record.
The Edit Prospect area of the Prospect record contains 5 options:
Info
Vehicles
Trade-ins
Contact
Family
From these areas information can be added or edited and once the Update button has been clicked, the changes will save to the Prospect record.
Info
The Info area allows you to add or change contact information from the Customer section.
An expandable Co-Buyer area is in the middle to add any information you may have on the potential co-buyer of the vehicle.
The Vehicle area allows you to add or change information on the vehicle of interest.
The Lead Details area allows for the changing of the Source, Assigned salesperson (if performed by a Manager User) and Status.
Vehicles
The Vehicles area allows you an additional section to add or update the vehicle of interest in the prospect record.
Trade-ins
The Trade-ins area will allow you to input or edit information on the vehicle listed as the Trade-in.
Multiple trades can be saved within one prospect record.
Contact
The Contact area allows you to save additional contact and Work information.
Additionally, to the bottom of the Contact section is a Comments block. In here you can input a note with pertinent information on the prospect that you would need to see in a glimpse when reviewing the prospect record.
Once the Comment has been added and Update clicked, that note will reflect in the Comments area of the prospect record.
Family
The Family area allows you to add information on the Prospect's birthdate (month and day only) and marital status.
Additionally you can add Spouse and Children information as needed.
