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Prepared automatically for the assigned dealership representative and management.
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Eric
Formatted for clarity. Actual layout and timing vary by CRM.
Prepared automatically for the assigned dealership representative and management.
Scroll ↓ as needed for the full summary.
• Melanie is interested in purchasing a Jeep with enough space for her four kids, indicating a need for a third-row seat.
• She prefers captain’s chairs due to difficulty with access using their current bench seating.
• Melanie’s must-haves include a heated steering wheel, remote start, leather with heated seats, and optionally, a video system for the kids.
• She is interested in getting pre-approved and will fill out the pre-approval form after work.
• The sales process is positioned for a follow-up once she completes the pre-approval form.
Next Steps: The sales agent should check in with Melanie after 1 PM to ensure she has everything needed for the pre-approval process, offer any assistance required, and discuss setting up a test drive if pre-approval is successful.
Formatted for clarity. Actual layout and timing vary by CRM.
Prepared automatically for the assigned dealership representative and management.
Scroll ↓ as needed for the full summary.
• Cody reached out inquiring about trading in a 2014 Honda Accord, with a current loan balance of around $10k, for a 1999–2005 Chevy Silverado Crew Cab, preferring a V8 engine and 4×4 configuration.
• Cody prefers to keep monthly payments in the mid-$400 range or less and is open to older vehicles that need some work, with a background as an automotive master tech.
• Interested in exploring trade and financing options despite having concerns about negative equity, but prefers to roll everything into the new loan.
• Shared personal details that the truck will be for side work and family, residing in <location removed>, with 3 kids and a wife.
• Available for discussion and further steps after 5 PM today or tomorrow around noon, agreed to a call with a specialist at noon tomorrow to discuss possibilities.
Next Steps:
• Recommend setting up a positive and informative call with the finance specialist focusing on trade and finance options.
• Prioritize exploring options for rolling over negative equity into a new loan and link Cody’s situation to possible inventory.
• Aim to provide Cody with multiple viable scenarios during the call to help boost confidence and willingness to proceed.
Formatted for clarity. Actual layout and timing vary by CRM.
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