Create a lead handoff that survives a busy day

Capture the question

Record the vehicle reference, customer’s stated question, preferred contact route, and permitted follow-up in your approved CRM. Do not collect credit information in a general form.

Assign the next step

Name the owner and follow-up time. An enquiry without an owner is easy to overlook when the showroom becomes busy.

Check before promising

Verify current availability, advertised information, and appointment arrangements. Avoid quoting details that have not been confirmed.

Close the loop

Record whether the customer needs another answer, has scheduled a visit, or no longer wants contact. Keep opt-outs effective across the team.

Keep the conversation grounded.

Dealer workflow resources and business enquiries. No live vehicle inventory, financing application, credit decision, or vehicle sale is offered here.

FTC: used-car Buyers Guide ↗

Official source for related background. The practical workflow suggestions above are original editorial guidance, not government endorsement.