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Leads are split across two pipelines that reflect genuinely different sales processes.

Inbound

Buyers who reached out to you.
  • Conversation — talked to your AI Sales Agent
  • Inquiry — asked about a specific listing
These buyers are early. They are gathering information and may be talking to other dealers. The work is qualification.

Digital Retail

Buyers who were already inside a purchase flow.
  • Abandoned cart — started checkout and stopped
  • In-person purchase — chose to finish at the dealership
  • Pre-qualification — checked their financing
  • Financing rejection — was declined, or declined the offer
  • Abandoned preorder cart — started a reservation and stopped
These buyers have decided to buy. The work is removing whatever blocked them.
Digital Retail leads deserve faster follow-up than Inbound. Someone who abandoned a cart was minutes from buying. Someone who sent an inquiry may be a month out.

Switching pipelines

Use the pipeline selector on the CRM page. Each pipeline has its own stages and its own board.

Moving through stages

Drag a lead between columns on the Kanban board, or change its stage from the lead drawer. Stages are for tracking follow-up progress, so keep them honest. A board where everything sits in the first column tells you nothing.