Add a vehicle interest from inventory

On a contact's profile, Vehicle interests lets you pick the exact car from your stock (by stock number, year, make or model, with photo and price) or describe what the customer wants. Picked cars stay linked to the real stock record. The contact's appointments show next to it, upcoming first.

What it is

Vehicle interests on a contact's full profile records which cars the customer wants. The main way is Add vehicle from inventory: search your stock and pick the exact car. The interest stays linked to the real stock record, so its price and status stay up to date, and a sold car shows as sold.

For a car you don't have, use Describe what they want and enter the make, model, budget and other needs the customer stated.

Interests QualiFlow found on its own (a test drive booking, a call or chat, a proposal or a sale) are listed too, with where they came from, such as "Test drive booked 21 Oct" or "Asked on a call".

The Appointments card shows the contact's appointments: upcoming ones first (soonest on top) with their type, date and time, vehicle and status. Past ones are folded under Show past appointments.

How to use it

  1. Open the contact's full profile and go to Vehicle interests.
  2. Select Add vehicle from inventory.
  3. Search by stock number, year, make or model. Each result shows the photo, year, make, model, stock number and price.
  4. Pick the car and select Add interest.
  5. For a car not in stock, select Describe what they want, fill in what the customer said and select save.
  6. Under Appointments, select View to open an appointment in Visits.

What the data means

What the data means
ItemMeaning
Staff entryYour team added this interest
Test drive booked …Found from a booking that named this car
Asked on a call / in a chatAria or the customer named this car in a conversation
UpcomingAppointments not yet over and not cancelled, soonest first
Confirmed, Cancelled, …The appointment's status

Possible issues and fixes

Symptom: The search shows no results for the car.

Why: The car isn't in your active inventory, or the stock number is typed differently.

Fix: Search by make and model instead, or check Inventory. For a car you don't stock, use Describe what they want.

How to check: The car shows under Vehicle interests after Add interest.

I don't see Vehicle interests on the profile

Symptom: The section isn't on the contact's profile.

Why: Vehicle interests and matching are for Owners.

Fix: Ask an Owner to add the interest, or to change your access.

How to check: Owners see Vehicle interests and Appointments on the full profile.

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