- 01ADF intake
- 02Source and location
- 03Ownership
Receive and organize the lead
ADF and connected lead sources create the customer and opportunity with the source and location attached.
RevDesk creates and updates the customer, moves the deal, books the appointment, assigns the owner, and records the next step. Use Deal Operations as your CRM or keep your current CRM up to date.
Calls, messages, appointments, owners, stages, and next actions stay attached to the same deal. Use it as your CRM or keep a supported CRM current.
Website lead · Northside · Honda CR-V
No answer · follow-up continued
Availability and visit options sent
Asked for an afternoon visit
Tomorrow at 2:30 PM · Jordan assigned
ADF and connected lead sources create the customer and opportunity with the source and location attached.
Pipeline stage, conversation history, appointments, responsible person, and the next action stay attached to the deal as it moves.
Use Deal Operations as your working CRM, or synchronize with an existing CRM where a supported integration exists.
RevDesk receives dealership leads, starts the conversation, preserves the activity in Deal Operations, and gives managers a group and rooftop view.
Read the full storySee the customer, history, and next action.
See ownership and movement across the pipeline.
Use one view across locations.
RevDesk does not replace accounting, F&I, payroll, funding, titling, registration, or other dealership back-office systems.