At any point a sales lead can be added to the Equity tab, where immediate action can be taken by the sales team in preparation for the lead. Sales leads can originate from various contacts, such as incoming/outgoing service calls, equity schedules, after sale followup calls, service CSI calls etc.  If at any point a customer indicates they are interested in purchasing a new/used vehicle any DealerMine user can add a lead by simply clicking the "Create Followup" button from the Profile and/or Traffic Log, choose "Lead" as the reason.
Add Lead by entering the following information:
Assign To
Choose Sales
Reason = Lead (Lead must be chosen in order for these leads to be visible in Equity)
Date
Time
Duration
Notes (optional)
Go to Equity Tab