Click a lead to open its drawer. This is where a rep gets the full picture before making contact.
What is in it
- Contact information and vehicle interest
- Lead source, so you know how they arrived
- Pre-qualification details, if they submitted one
- Credit applications
- Abandoned carts, including what was in them
- Activities — the log of every call, text, and email your team recorded
- Conversations — if you have the AI Sales Agent, a tab with every AI conversation for this buyer
Read the Conversations tab before you call. The buyer already told the agent their timeline, budget, and what they are looking at. Asking again is the fastest way to sound like you were not paying attention.
Reach-out tasks
If the lead was routed to you, a Reach out to lead task sits on the drawer.
Logging activity, a call, a text, an email, marks the task complete and stops escalation. If you contact a buyer but do not log it, the system assumes nobody has, and your manager gets alerted.
Log the activity. That is the signal the routing engine uses. An unlogged call looks exactly like no call at all.
Reassigning
Reassign from the drawer. The new rep gets a fresh reach-out cycle under the current escalation policy.
Getting there from the inbox
If you are reading a conversation in the Sales Agent inbox, click View lead details in the contact panel to open this same drawer without leaving the inbox. 
