Duplicate Lead Merge Rules for Your Dealership CRM
The same buyer in four CRM records is how you double-call, miss a note, and fight over ownership. Write merge rules for phone, email, VIN, and source before the next duplicate hits the floor.
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Practical guidance for dealerships posting at volume, plus notes on what we ship.
The same buyer in four CRM records is how you double-call, miss a note, and fight over ownership. Write merge rules for phone, email, VIN, and source before the next duplicate hits the floor.
Two reps, one customer, a deal on the board. Use written ownership rules, a timestamp test, and a manager script so lead disputes get settled in minutes instead of in the parking lot.
Fair is not the same as effective. Compare round robin and skill-based lead assignment, when to mix them, and the rules that keep internet leads from dying in a personal inbox.
A 40-second voicemail that starts with your name and ends with 'give me a call' almost never earns a callback. Use these short scripts tied to one vehicle and one next step.
Internet lead email dies in the promotions tab when the subject looks like a DMS blast. These templates cover first follow-up, appointment logistics, and a clean close without fake urgency.
Most used car internet leads will read a text before they take a call. Use these templates for first contact, appointment confirms, and stalled threads without sounding like a blast.
The first call to an internet lead is where most stores lose the appointment. Use this phone script, objection handles, and a post-call checklist so every rep opens the same way.
How to improve show rate for internet appointments: define the metric honestly, fix ghost units and vague times, run confirmation, and stop counting 'be-backs' as shows.
An appointment confirmation sequence for fewer no-shows: book a real time, confirm the vehicle, send a day-before and day-of touch, and run a same-day rescue when they go silent.