Build your vehicle sales enquiry tracker.

How to build your vehicle sales enquiry tracker

1. 1

   Describe the job

   Connect vehicle enquiries to recorded availability and the next sales conversation.

2. 2

   Review the first version

   Choose how the sales adviser records the enquiry and how the vehicle coordinator reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your vehicle sales enquiry tracker

• Keep the enquiry in context

  Keep enquiry, vehicle, availability source, trade-in request, next contact and decision together so the next person can understand the request or record.

• When the next step needs a decision

  An enquiry concerns a vehicle that another seller has provisionally reserved. Preserve the availability source and avoid promising delivery before the seller confirms it.

• Keep decision visible

  Keep the enquiry open until the sales owner confirms the vehicle's availability.

• Choose what each person needs

  Give the sales adviser a working view and the vehicle coordinator a review view. Keep enquiry and vehicle attached to the decision as the work moves between them.