Questions, answered

Click Get started, then use Proto to configure CRM for Automotive Dealers for your business. Begin with a familiar customer inquiry, its account and dealership organization, and the owner and manager who will rehearse qualification, test-drive review and a customer outcome.

It records the customer subject, dealership organization, owner, expected close date and expected value in USD. Its stage runs from New through qualification, proposal and actual negotiation to a reviewed Won or Lost outcome, with activities and evidence retained alongside it.

Prepare the parent opportunity, organization, VIN and start time, with license-verification context and an odometer reading as appropriate. Submit the current request for independent review and confirm vehicle availability through the dealership’s agreed operating source.

An eligible Sales Manager independently reviews the exact revision. Relationship Owner prepares the evidence and request. App Administrator maintains accounts and memberships without acquiring operational approval authority.

Log a Call, Meeting, Email or Task against the opportunity with a useful outcome and relevant due or completion date. The activity action records the current revision and refuses empty outcomes or routine activity on a closed opportunity.

Accounts, opportunities, staff memberships and test-drive requests carry organization context. Agree and rehearse each user’s permitted scope, including protected actions and file access, before extending the pilot across dealerships.

Use an owned opportunity and activity history to record the customer’s request and next conversation. Connect the service appointment system or responsible team when the inquiry needs a confirmed booking or service execution.

Prepare a reasoned correction against the current revision. Preserve the original history. Unexecuted scope can be canceled through the correction procedure; executed scope needs independently approved compensation that remains pending until downstream confirmation.

Inspect the operation receipt and compare its declared revision with the saved evidence. Reconciliation can confirm a matching local result or retain a discrepancy for review. Check the existing operation identity before repeating the request.

Opportunity expected values are recorded in USD. Agree the entry convention or an explicit currency input connection when dealerships work in other currencies, then compare pipeline stages and expected dates using that common basis.