Streamlining Information Retrieval and Enhancing Prospecting Efficiency in Sales Planner

A more efficient way to gather the necessary information in Sales Planner is by including contact details (phone numbers and email) and the specific vehicle of interest under the names of prospects listed on the left side of the page. This approach not only allows for easy categorization based on updates or new entries but also provides immediate access to other relevant information. When making cold calls to lost leads, it becomes much easier to locate the required information without having to navigate through many areas. Considering the low inventory, it proves to be more efficient to maintain a list of individuals who have shown interest in an Equinox within the last 10 months, complete with their email and phone numbers placed directly beneath their names. This way, I can quickly call them and inform them about the availability of the desired vehicle. It's crucial to have customer information readily available as it minimizes downtime between calls and, consequently, increases the chances of successfully selling more products.