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Learn homeLeads & inbox · 3/7

Leads (Contacts)

Contacts with vehicles, notes, and tags for euro shops.

Modules3 min readleadscontactsvehicles

Leads

Route: `/contacts` (sidebar: Leads).

Shop-aware contacts: vehicles, notes, tags — not a generic B2B CRM.

Create a lead

  1. Name + phone/email
  2. Vehicle (make/model/year) when known — BMW / Audi / Mercedes / Porsche matter
  3. Tag source (form, IG, GMB, referral)
  4. Add a note with the ask (PPI, CEL, brakes, etc.)

Next steps

  • Open a Pipeline deal if they’re sales-active
  • Book via Appointments when scheduled
  • Keep Inbox linked so history stays in one place

Detail page: /contacts/[id] for notes and activity.

On this page
Create a leadNext steps
Path checklist
  1. 1. The growth loop
  2. 2. Inbox (Conversations)
  3. 3. Leads (Contacts)
  4. 4. Forms
  5. 5. Pipeline
  6. 6. Booking & handoff
  7. 7. Sequences & Campaigns
Related
  • Pipeline
  • Inbox (Conversations)