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DealerTeam

Sales Up

Contents

Label

Sales Up

API Name

Sales Ups are customers interested in vehicles. This object tracks the customer request and help to promote the customer through the sales lifecycle to ownership.

Fields

Field Name Details
ADF_File_Name__c
Label
Type
Text
Description
Hidden Field for storing file name of ADF Lead data
Active_Salesperson_Assigned__c
Label
Type
Checkbox
Description
Address_Identifier__c
Label
Type
Text
Description
Getting value by sending http request to smartStreets website.
Appointment_Set__c
Label
Type
Number
Description
If the sales up has ever had an appointment, set the value to 1
Assign_Follow_Up_To__c
Label
Type
Lookup
Description
Be_Back__c
Label
Type
Checkbox
Description
If the first visit and last visit fields are set and there is a time difference between the two, this field is set to true
Birthdate__c
Label
Type
Date
Description
Prospects birthdate
Blue_Book_Retail__c
Label
Type
Currency
Description
Buy_or_Lease__c
Label
Type
Picklist
Description
Buyer_Contact__c
Label
Type
Lookup
Description
CCC_Rep__c
Label
Type
Lookup
Description
Car_Deal_Date__c
Label
Type
Date
Description
Car_Deal__c
Label
Type
Lookup
Description
Relationship to car deal
Change_Status__c
Label
Type
Checkbox
Description
Co_Buyer_Contact__c
Label
Type
Lookup
Description
Co_Buyer__c
Label
Type
Lookup
Description
Co Buyer
Color_Preference_Ext__c
Label
Type
Text
Description
Color_Preference_Int__c
Label
Type
Text
Description
Comments__c
Label
Type
LongTextArea
Description
Company_Number__c
Label
Type
Picklist
Description
Cost_of_Lead__c
Label
Type
Currency
Description
County__c
Label
Type
Text
Description
Current_Monthly_Payment__c
Label
Type
Currency
Description
Customer_Account__c
Label
Type
Lookup
Description
Demo__c
Label
Type
Checkbox
Description
Desired_Mileage__c
Label
Type
Number
Description
Desired_Monthly_Payment__c
Label
Type
Currency
Description
Desired_Options__c
Label
Type
Html
Description
Desired Vehicle Options
Desired_Stock_Num__c
Label
Type
Lookup
Description
Desk_Manager_User__c
Label
Type
Lookup
Description
Desk_Manager__c
Label
Type
Lookup
Description
Disposition__c
Label
Type
Picklist
Description
Current disposition of this record
Down_Payment__c
Label
Type
Currency
Description
Customers desired down payment
Drip_Campaign__c
Label
Type
Picklist
Description
Drip campaign enrollment item
Email__c
Label
Type
Email
Description
End_User__c
Label
Type
Lookup
Description
Enterprise_System_Submission_Date__c
Label
Type
DateTime
Description
Event_Driven_Lead__c
Label
Type
Checkbox
Description
Leads driven by OEM/External Marketing Events. Examples would be Auto Shows or Rodeos.
F_I_Manager__c
Label
Type
Lookup
Description
Finance_Method__c
Label
Type
Picklist
Description
FirstName__c
Label
Type
Text
Description
First_Store_Visit_Date__c
Label
Type
DateTime
Description
Field updated when the In Store checkbox is selected
First_Visit_Date__c
Label
Type
Date
Description
First_Visit__c
Label
Type
Checkbox
Description
Has this customer visited the store and is it their first visit for this purchase experience.
Follow_Up__c
Label
Type
Lookup
Description
The Salesperson that is assinged to Follow up the Sales Lead.
From_Email__c
Label
Type
Email
Description
If the Sales Up is created from an inbound email, store the email address of the sender.
Greet_Meet__c
Label
Type
Checkbox
Description
Home_Phone__c
Label
Type
Phone
Description
In_Store__c
Label
Type
Checkbox
Description
Is the customer in the dealership?
Incomplete_Tasks__c
Label
Type
Checkbox
Description
Internet_Customer__c
Label
Type
Checkbox
Description
Internet Customer
Internet_Lead_Request_Time__c
Label
Type
DateTime
Description
Is_Open__c
Label
Type
Number
Description
Hidden formula field for validating if a lead is open or closed.
LMS_ID__c
Label
Type
Text
Description
Unique field ID for Integrated LMS and OEM providers.
LastName__c
Label
Type
Text
Description
Last_Store_Visit_Date__c
Label
Type
DateTime
Description
Last_Visit_Date__c
Label
Type
Date
Description
Latest_Appointment_Date_Time__c
Label
Type
DateTime
Description
Date and Time of the most recent Sales Appointment.
Latest_Appointment_Date__c
Label
Type
Date
Description
Lead_Date__c
Label
Type
Date
Description
defaults to created date but can be overridden
Lead_Origination_Service__c
Label
Type
Text
Description
Lead_Status__c
Label
Type
Picklist
Description
Lead_Type__c
Label
Type
Picklist
Description
Mailing_City__c
Label
Type
Text
Description
Mailing City
Mailing_State__c
Label
Type
Text
Description
2 character ISO State Code
Mailing_Street__c
Label
Type
TextArea
Description
Mailing street
Mailing_Zip__c
Label
Type
Text
Description
Matched to the Account/Contact Mailing Postal Code via Trigger
Make__c
Label
Type
Text
Description
Managers_Note__c
Label
Type
TextArea
Description
Mileage__c
Label
Type
Number
Description
Mobile__c
Label
Type
Phone
Description
Model__c
Label
Type
Text
Description
NUO__c
Label
Type
Picklist
Description
NextActivityDate__c
Label
Type
Date
Description
The next activity for this client on the sales up.
Organization_Id__c
Label
Type
Text
Description
Phone__c
Label
Type
Phone
Description
Post_Sale__c
Label
Type
Checkbox
Description
Pre_qualified_Loan_Amount__c
Label
Type
Currency
Description
Present_Vehicle__c
Label
Type
Checkbox
Description
Price_High__c
Label
Type
Currency
Description
Price_Low__c
Label
Type
Currency
Description
Related_Tasks__c
Label
Type
Number
Description
Response_Time__c
Label
Type
Number
Description
Response Time in Minutes
Retail_Price__c
Label
Type
Currency
Description
Sale_Date__c
Label
Type
Date
Description
Salesperson_1__c
Label
Type
Lookup
Description
Salesperson_2__c
Label
Type
Lookup
Description
Salutation__c
Label
Type
Picklist
Description
ServiceVehicleId__c
Label
Type
Text
Description
Hidden field to store service vehicle id for custom button(VIN)
Service_Vehicle__c
Label
Type
Lookup
Description
Shopper__c
Label
Type
Text
Description
Field to hold information on the shopper. Who is the vehicle for.
Sold__c
Label
Type
Checkbox
Description
Source__c
Label
Type
Picklist
Description
Advertising Source that brought in customer to dealership
Store_Location__c
Label
Type
Lookup
Description
Team_Leader__c
Label
Type
Lookup
Description
Timeframe__c
Label
Type
Text
Description
Trade_Appraised_Value__c
Label
Type
Currency
Description
Trade_Body_Type__c
Label
Type
Text
Description
Body type of the trade in
Trade_Comments__c
Label
Type
TextArea
Description
Trade_Make__c
Label
Type
Text
Description
Trade_Mileage__c
Label
Type
Number
Description
Trade_Model__c
Label
Type
Text
Description
Trade_Trim_Level__c
Label
Type
Text
Description
Trade_VIN__c
Label
Type
Text
Description
Trade_Year__c
Label
Type
Picklist
Description
Traffic_Log_Entry__c
Label
Type
Lookup
Description
Transmission__c
Label
Type
Text
Description
Trim__c
Label
Type
Text
Description
VIN__c
Label
Type
Text
Description
Vehicle_Status__c
Label
Type
Text
Description
Write_Up__c
Label
Type
Checkbox
Description
Year_High__c
Label
Type
Picklist
Description
Year of desired Vehicle
Year_To__c
Label
Type
Picklist
Description
vAuto_Appraisal_Link__c
Label
Type
Url
Description