Capture surface · CRM operations
Capture buyer lead walk-in · phone · inbound
Get the basics fast. Manual vehicle interest is enough. One-name + mobile is enough. Owner ≠ Salesperson rule applies. Cadence starts when you press Save & assign.
One-to-one model
KYC docs later
Lead confidence
82/100
Mobile + vehicle + budget captured · complete
Duplicate risk
2matches
Same mobile prefix · review below
Assignment
K. Ahmed
Owner & SP same · Yas Mall
Time-to-first-contact SLA
4htarget
Cadence starts on assignment
Duplicate review · 2 possible matches
Same mobile prefix as 2 existing leads · review before creating a new record
If this is the same buyer, open the existing lead and add a linked deal instead of duplicating.
01 · Sourcewhere the lead came from
11 standard sources
02 · Buyer identityindividual · one-name allowed · KYC documents later if needed
One-name lead allowed at first contact. Add full name later.
+971
Triggers live duplicate check · used for one-to-one WA.
KYC documents (Emirates ID / Passport / Driving Licence) added later when invoicing.
Individual buyer mode. Business tax details apply only to Company / Fleet customers. For individuals, capture Emirates ID / KYC documents later if needed.
03 · Vehicle interestmanual capture · matched later to Inventory
Free text · matching to specific stock happens in Lead Detail at Stage 3 Vehicle Matched.
04 · AssignmentLead Owner ≠ Assigned Salesperson
Responsible for cadence + outcome.
Does the actual sales work · can differ from Owner.
05 · First noteinternal only · feeds Activity Timeline
Goes to Activity Timeline · visible to Owner + Salesperson · never customer-facing.
Data ownership & safeguardsOne owner per data area · CRM coordinates only
Sales coordination view
Lead Owner ≠ Assigned Salesperson
one-to-one communication model only
Vehicle matched manually · linked to Inventory later
No customer portal · no self-service