Automotive · BDC
CRM Workflow Guides
A step-by-step manual telling dealership BDC agents how to log, route, and follow up on leads inside the customer database.
What it usually contains
- Lead source intake and assignment rules
- Step-by-step call, text, and email logging procedures
- Follow-up cadences and task due dates by lead type
- Appointment setting, confirmation, and show/no-show status codes
- Templates, dispositions, and rules for handing leads to sales
What the assistant uses it for
Use it to answer how a lead should be entered, worked, and dispositioned in the CRM, how long follow-up continues, and which status or activity code applies at each stage.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.