Customers and leads · Last updated: 09.10.2026
- Customer: a name and a phone are enough. If the phone is already on file the panel opens that card.
- Lead: the vehicle the customer likes and their budget. You drag it from stage to stage on the board.
- Wanted: what a customer looks for when you do not have it. You are told when a vehicle that fits goes on offer.
A campaign message goes only to customers who allowed that channel; you record consent on the customer's card.
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