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Entering Information About a New Customer in the Showroom Log (Dealer)

When prospective customers enter a dealership, they typically talk to the receptionist first. By filling out the fields in the showroom log, the receptionist enters the key information that the sales consultant will need to work with the customer.

While filling out the showroom log, the receptionist selects a sales consultant in the Employee field to assign the customer to this employee. The receptionist chooses a sales consultant who is available or will soon become available to work with new customers.

This task is a step in Process of Using the Showroom Log (Dealer).

If a new contact is entered, the information entered in the showroom log automatically generates a Contact record and an associated Opportunity record, which have this employee as the primary owner.

To enter information about the customer

  1. Navigate to the Showroom Log screen.
  2. Add a new record to the Showroom Log list, and complete the necessary fields. Some fields are described in the following table.


    Select the sales consultant who will be the primary owner of this contact and opportunity.

    Last Name

    If this is an existing contact, select the contact. If this is a new contact, enter the last name and other information about the contact in the Contact area of the More Info form.


    If you select a campaign here before creating a new contact from the showroom log, the opportunity for that contact will automatically have this campaign entered in its Campaign field. You can choose from all campaigns associated with the dealer organization.


    If this is an existing contact, select the opportunity. If this is a new contact, a new opportunity record is generated automatically.

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