Sales Executive View

LM

Sales Executive workspace

Lerato Mokoena

Your view is limited to your assigned buyers, deals, and follow-ups. Owner-level Gross Profit, staff performance, stock alerts, and management reports are hidden.

Senior Sales Executive
My Active Leads 3 Assigned buyers still in Deal Flow
Follow-ups Due Today 1 Calls that protect the deal
Test Drives Booked 14 This month
Deals Awaiting F&I 2 Approved or waiting for finance
Units Sold This Month 8 Personal retail result
My Conversion Rate 44% Lead to closed deal

My Notifications

Actions due now

Buyer follow-up overdue Ethan Smit has not been contacted since 3 days ago.
Deal awaiting F&I Nadia Petersen is sitting at Approved.
Customer notified Sibusiso Radebe has a Vehicle Handover on Tuesday at 13:45.

My Buyers

Assigned buyer list

Auto-follow-up sent
BuyerVehicleSourceLast ContactStatusDeal Value
Nadia Petersen 2023 Toyota Corolla Cross XS Website Today, 10:40 Approved R369 900
Ethan Smit 2018 BMW 320d M Sport AutoTrader 3 days ago New Lead R359 900
Jason Daniels 2019 Mazda CX-5 Dynamic Referral Yesterday, 09:00 Approved R299 900
Sibusiso Radebe 2023 Chery Tiggo 4 Pro Walk-in Today, 11:55 Sold R319 900
Dewald Pretorius 2023 VW Polo Vivo Trendline Referral Today, 09:50 Sold R209 900

My Deal Flow

Assigned pipeline only

Restricted role view

New Lead

1

Ethan Smit

2018 BMW 320d M Sport

Hot

Source: AutoTrader

Last contact: 3 days ago

Contacted

0

Interested

0

Test Drive Booked

0

Negotiation

0

Finance Review

0

Approved

2

Nadia Petersen

2023 Toyota Corolla Cross XS

Hot

Source: Website

Last contact: Today, 10:40

Jason Daniels

2019 Mazda CX-5 Dynamic

Hot

Source: Referral

Last contact: Yesterday, 09:00

Sold

2

Sibusiso Radebe

2023 Chery Tiggo 4 Pro

Hot

Source: Walk-in

Last contact: Today, 11:55

Dewald Pretorius

2023 VW Polo Vivo Trendline

Hot

Source: Referral

Last contact: Today, 09:50

Lost

0