Walk-In Appointment Tracking

Walk-In Appointment Tracking

Walk-In Appointments can now be easily logged and tracked directly in the CRM. This feature ensures every showroom visit is recorded, helping dealerships gain better visibility into showroom traffic, sales rep activity, and true closing percentages for walk-in customers.

With this update, dealerships can clearly separate scheduled appointments from walk-ins, allowing for more accurate reporting and performance tracking.

Benefits of Tracking Walk-In Appointments

Logging walk-ins in the CRM allows dealerships to:

• Capture all showroom traffic in one place

• Track sales representative activity more accurately

• Separate scheduled appointments from unscheduled visits

• Measure true closing percentages for walk-in customers

• Review performance through dashboards, reports, and insights

How Walk-In Appointments Work

When a customer visits the dealership without a scheduled appointment, a Walk-In Appointment can be logged directly in the CRM. Once logged, the visit will:

• Appear separately from scheduled appointments

• Be included in performance tracking

• Be reflected in reporting and analytics

• Contribute to accurate closing rate calculations

Where Walk-In Data Appears

After a walk-in is logged, the information will be visible in multiple areas of the CRM, including:

• Dashboard metrics

• Reports

• Insights and analytics

• Sales rep activity tracking

This ensures dealerships have a complete view of showroom performance and customer interactions.

Quick Demo

Watch this short demo to see how Walk-In Appointments work and how to log them in the CRM.