Sales Funnel active pipeline
Leads by Source
Pipeline Value by Stage est. deal value
Follow-ups Due next 7 days & overdue
| Lead | Vehicle Interest | Stage | Est. Value | Source | Salesperson | Follow-up |
|---|
Inventory by Status this page
Units by Make this page
| Stock # | Vehicle | Condition | Mileage | Price | Status | Days in Stock | Location |
|---|
Who can do what
Admin
Full access. Manages the team, edits and deletes anything, sees minimum prices.
Manager
Edits and deletes any lead, manages inventory, sees minimum prices. Cannot change roles.
Salesperson
Edits leads assigned to them or unclaimed ones. Reads inventory. Cannot delete.
| Name | Role | Status | Open leads |
|---|