SalesConnect CRM

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📋 Prospects

🔔 Follow-ups

🔥 Prospect Categories

AHot - Ready to buy

BWarm - Real interest

CMild - Needs nurturing

DDead Lead - Invalid

GCool - Light touch

Total

🔴 Hot (A)

🟠 Warm (B)

Follow-ups

Sold (S)

30d: 0

Quoted (Q)

30d: 0

Lost (L)

30d: 0

Export & Import Data

Category

Contact Status

Loading prospects...

➕ Add New Prospect

Company / Business Name *

Contact Name *

Title / Position

Phone

Address

City

State

Category

Department

Fleet Size (# of trucks)

Business Type

Location *

Notes

🔔 Follow-up Reminders

Loading follow-ups...

🔧 Parts & Service Pipeline

Fleet accounts managed by your Fixed Ops and Outside Parts team

Loading P&S pipeline…

🔧 Service Referrals

Pending

Contacted

Completed

Loading service referrals...

Loading analytics…

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📄 Export Reports

Generate branded PDF reports — filterable by location and rep

📍 Report Scope

Location

Rep

📊

Select filters above to load your report

Hot

Warm

Mild

Cool

Dead

💼

Deal Desk

Open a prospect card and click Deal Desk to start or manage a deal.

🔥 Prospect Categories

A Hot - Ready to buy

B Warm - Real interest

C Mild - Needs nurturing

D Dead Lead - Invalid

G Cool - Light touch

Total

Hot (A)

Warm (B)

Follow-ups

Sold (S)

30d: 0

Quoted (Q)

30d: 0

Lost (L)

30d: 0

Export & Import Data

👥 Prospects

➕ Add Prospect

📅 Follow-ups

🔗 Cross-Team

📊 Analytics

🗺️ Map & Routes

0 prospect(s) selected

Add New Prospect

Company Name

Customer ID (Dealer Internal Use Only)

First Name *

Last Name *

Phone

Street Address

City

State

ZIP Code

US DOT #

MC #

# Drivers

Carrier Operation

Safety Rating

Current Truck Brands Hold Ctrl/Cmd for multiple

Segmentation Hold Ctrl/Cmd for multiple

Category

Source

Fleet Size

Region

District

Dealer

Assign To

Initial Notes

Looks up verified DOT fleet data — pre-fills blank fields

Follow-up Management

Filter by:

🔩 OPS Prospects

—

Total

—

Hot (A)

—

Warm (B)

—

Fleet

—

Shops

—

Resellers

—

Quoted

—

Sold

—

Lost

Loading OPS prospects...

🔗 Cross-Team

Loading cross-team items...

📊 Analytics Dashboard

Report reflects current filters — drill down first, then export.

📍 Filter by Hierarchy

Prospect Type

📅 Date From

📅 Date To

Current View: Loading...

📊 Sales Performance

✅ Sold

Units

💬 Quoted

Sent

❌ Lost

Deals

📈 Win %

Sold/Total

Sold by Model

💰 Deal Profit Analytics

Sold Deals

—

Closed Only

Gross Profit

—

Sell − Net − Inc.

Avg / Truck

—

Per deal

📋 Inbox

—

Tap to review

🏆 Gross Profit by Rep

#	Rep	Deals / Units	Gross	Avg/Deal
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👥 Prospects

⚡ Activities

📊 Avg / Prospect

🔥 Hot Lead %

Prospect Distribution

Activities by Type

🔶 Hino/Fuso Conquest

Total

🔴 Hot

🟠 Warm

✅ Sold

❌ Lost

📈 Win%

Sales Rep Performance

Rep	Prospects	🔴 Hot	🟠 Warm	Activities	Avg	Follow-ups

Prospect Contact Matrix

Category	Prospects	📞 Calls	💌 Email	🤝 Mtg	📝 Notes	Total Acts	Avg

🎯 Goals & Quota Tracking

Monthly unit and gross profit targets vs actual performance

Loading goals…

🏷️ Dealer Logo for Quote PDFs

Upload your dealership logo to appear on all generated quote PDFs. Recommended: PNG or JPG, max 500KB, landscape orientation.

🗑️ Reset Demo Data

This will DELETE ALL prospects, activities, deals, service referrals, and voice notes. Users, dealers, districts, and regions will be preserved.

🏢 Dealer Addresses

The dealership address auto-fills the route start for every rep at that dealer

Code	Dealer Name	District	Region	Address	Phone	Action
Loading dealers...

👥 User Management

Manage system users, roles, and email addresses

Total Users

Active Users

Admins/Managers

Sales Reps

User	Email	Role	Status	Last Login	🎙️ Voice Memo	Actions
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🏢 Dealer Groups

Manage dealer group tenants, their locations, and users

—

Total Groups

—

Active Groups

—

Total Locations

—

Total DG Users

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📍 Prospects in Area

Tap a prospect to view on map • ➕ adds to route

Legend: 🔴 A - Hot 🟠 B - Warm 🔵 C - Mild 🟡 G - Cool ⚫ D - Dead 🏠 Residential 🔶 Hino/Fuso Conquest 🟠 Fleet Search 🎯 Fleet Target Tap pin to add to route

🗺️ Map Filters

Category

Sales Rep

Prospect Source

⚙️ Admin Tools

📦 Dealer Inventory

Manage your available truck units. Import from Excel or add manually.

Stock #	Year / Model	GVWR	Body Type	Engine	MSRP	Status	Photos	Truck Invoice	Body Invoice	Actions
Loading inventory...

📋 Quotes & Deals

All deals at your dealership — any status, any rep

—

Total Units

—

Sold / Accepted

—

Quoted Units

—

Pending Approval

—

Draft

All Deals at Your Dealership

Date	Customer	Vehicle	Rep	Selling Price	Status	PDF	Actions
Loading deals…

💰 Default Deal Fees

These amounts will auto-fill every new deal at your dealership.

Doc Fee

Title Fee

Registration Fee

License Fee

Tire Tax

Other Fees

Other Fees Description

🗂️ Manage Sales Team

Control each rep's Deal Desk access and which tabs they can see

Rep	Status	🗂️ Desk a Deal	🏦 Finance Tab	💰 Pricing Tab	🔄 Trade-In Tab	Prospects	Deals	Actions
Loading team...

📄 Export Reports

Generate branded PDF reports — filterable by region, district, dealer, or rep

📍 Report Scope

Choose the slice you want, then export a cleaner rep report.

📊

Select filters above to load your report

Deal Desk

New Deal

📦 Select from Inventory

No unit selected — fields can be filled manually or from inventory

Deal Type *

Deal Status

Deal Date

Deal / Stock #

Truck Model *

Model Year

Truck Class

# of Units

Body Type

Body Manufacturer

Cab Type

Axle Config

GVWR

Engine

Transmission

Exterior Color

VIN

Stock #

MSRP (Chassis)

Invoice Price (Chassis)

Selling Price * (Chassis)

Dealer Discount

🔒 Dealer Invoice — Internal Use Only

Only visible to Sales Manager, GM, and above.

List Price

Freight Cost

Promo 1 Desc

LESS: Promo 1

Promo 2 Desc

LESS: Promo 2

Factory Disc %

LESS: Factory Disc

LESS: Price Protect

Sales Allow %

LESS: Sales Allow

Ext Warranty on Inv

CARB Surcharge

Marketing Fee

MISC 1 Description

MISC 1 Amount

MISC 2 Description

MISC 2 Amount

Factory FET Exemptions

FET Exempt 1 Desc

Net Amount

FET Exempt 2 Desc

Net Amount

🚐 Body / Upfit Pricing

Body Type

Body Manufacturer

Body / Upfit Price

Body Invoice / Cost

🏷️ Incentives

OEM Incentive

Dealer Incentive

Fleet Incentive

Other Incentive

Incentive Notes

Quick Price Preview

Chassis: $0

Body/Upfit: +$0

Incentives: -$0

Net Price: $0

Trade-In Year

Trade-In Make

Trade-In Model

Trade-In VIN

Trade-In Mileage

ACV (Actual Cash Value)

Trade Allowance

Trade Payoff

📍 Customer Location & Tax Estimate

ZIP Code

City

State

Doc Fee

Title Fee

Registration Fee

License Fee

Tire Tax

Sales Tax Rate (%)

Sales Tax Amount

Other Fees

Other Fees Description

Tire Credit

Deal Quantity

🏭 Factory / Warranty Add-ons

Factory Ext. Warranty

Addt. Ext. Warranty

LIST MISC - FET Exempt Desc

Amount

Factory MISC 1 Desc

Amount

Factory MISC 2 Desc

Amount

Total Fees & Taxes: $0

📋 Trade Details

Trade Description

Hard Trade Value

Lien Holder

Date Good Thru

Finance Type

Lender / Bank

Down Payment

Amount Financed

Term (Months)

Interest Rate (APR %)

Monthly Payment

Residual Value (Lease)

Estimated Monthly Payment

—

Complete the other tabs and click Recalculate to see your deal summary.

Deal Notes (Customer-Facing)

Internal Notes

➕ Add New Prospect

🔔 Follow-up Reminders

🔧 Parts & Service Pipeline

🔧 Service Referrals

📄 Export Reports

🔥 Prospect Categories

📅 Your Follow-Up Reminders

Export & Import Data

Add New Prospect

⚠️ Potential Duplicate Detected

Follow-up Management

🔗 Cross-Team

📊 Analytics Dashboard

📍 Filter by Hierarchy

🎯 Goals & Quota Tracking

🏷️ Dealer Logo for Quote PDFs

🗑️ Reset Demo Data

👥 User Management

🏢 Dealer Groups

📦 Dealer Inventory

📋 Quotes & Deals

💰 Default Deal Fees

🗂️ Manage Sales Team

📄 Export Reports

Transfer & Update Rep

Quote History

Sign in

➕ Add New Prospect

🔔 Follow-up Reminders

🔧 Parts & Service Pipeline

🔧 Service Referrals

📄 Export Reports

🔥 Prospect Categories

📅 Your Follow-Up Reminders

Export & Import Data

Add New Prospect

⚠️ Potential Duplicate Detected

Follow-up Management

🔗 Cross-Team

📊 Analytics Dashboard

📍 Filter by Hierarchy

🎯 Goals & Quota Tracking

🏷️ Dealer Logo for Quote PDFs

🗑️ Reset Demo Data

👥 User Management

🏢 Dealer Groups

📦 Dealer Inventory

📋 Quotes & Deals

💰 Default Deal Fees

🗂️ Manage Sales Team

📄 Export Reports

Edit Prospect

👥 Additional Contacts

Add Contact

Add Activity

Activity History

Assign Selected Prospects

Change Category for Selected Prospects

Transfer & Update Rep

Quote History

Add New User

🔑 Reset Password

🏢 New Dealer Group

📍 Add Location

👤 Add Dealer Group User