DEALERSHIP TEMPLATE
Dealership Follow-Up Checklist
A practical checklist for keeping each open opportunity attached to a next action.
Start with a structure your team can actually maintain.
Use this as a simple pre-system or migration checklist. The purpose is to create consistent fields before the workflow is brought into DealershipCore.
Record / customer / vehicle
Owner
Branch
Current stage
Next action
| Field | Example / rule |
|---|---|
| Record / customer / vehicle | Use a stable reference |
| Owner | One accountable person |
| Branch | Required for multi-branch teams |
| Current stage | Use a defined stage |
| Next action | Never leave open work without one |
| Due date | Keep it consistent |
| Status / outcome | Keep it consistent |
| Management notes | Keep it consistent |
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