What is a contact?
A "contact" is someone who started as a lead (a potential customer) and was followed up by the sales team. They are now seriously interested in buying a vehicle and are actively engaging with the sales team.
A lead becomes a contact just before a final deal is agreed upon between the lead and the dealership. For example, if a lead wants to buy an Audi A8, the sales team follows up and the lead agrees to buy the vehicle at the negotiated price. Before the sales team creates a deal for the lead, the lead is converted into a contact.
Not all contacts may become customers, as some may leave the deal even right before signing the papers. Therefore, a contact or lead is not considered a customer until the deal is converted to a sale. Once a deal is converted to a sale, the contact becomes a customer of the dealership.
Accessing the Contacts Module
To view and manage contacts, go to the CRM section in the sidebar and click on Contacts. This opens the Contacts page, which lists all the contacts created or converted from leads.
Understanding the Contacts List
The main area displays a tabular list of all contacts with key details including:
- Contact Name
- Converted – Shows how the contact was created (e.g. from a Lead Conversion or manual creation)
- Description – A short note added during contact creation
- Added By – The user who created or converted the contact
- Created On – The date when the contact was created
- Mobile – Contact’s phone number
- Email – Contact’s email address
Managing Contacts
- To add a new contact, click the +Create button in the top-right corner.
- To edit an existing contact, click the pencil icon on the left of the contact row. Pencil icon appears when you hover mouse pointer over a row.
- You can search contacts using the search box at the top-right of the screen.
- The dropdown at the top-left allows you to filter between archived and active contacts.
Contact Origins
Contacts can be created in two ways:
- Manually by clicking the +Create button
- Automatically via lead conversion, system automation, or API integration
This module provides a centralized place to manage people your business interacts with, whether they came in through marketing funnels or were added manually.