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Dealer CRM

The Dealer CRM lives inside uaagi_dealership_app and gives every dealership its own lead pipeline — mirroring the BPO CRM structure so endorsed leads can be transferred in, but adapted for how the dealer actually closes a sale (quotation → order → delivery → won).

Why it exists​

UAAGI's rule: every unit sale must pass through a CRM record so the funnel is visible from first contact to delivered vehicle. Two distinct pipelines reflect two distinct jobs:

  • BPO CRM — selling: call center agents capture inbound interest, qualify, negotiate, then endorse the lead to the dealer with or without a draft sales quotation.
  • Dealer CRM (this one) — fulfillment: the dealer receives the endorsed lead, works it through quotation, confirms to a sales order, processes the delivery, and marks the lead Won when the vehicle is physically handed over. Lost if the buyer cancels.

When the dealer marks a dealer-side lead Won or Lost, a JSON-RPC callback flips the original BPO lead to match, so both sides stay in sync automatically.

Architecture at a glance​

BPO CRM (bpo.uaagi-uno.com)            Dealer App ({city}.uaagi-uno.com)
─────────────────────────              ────────────────────────────────
Agent endorses ──▶ push ───▶ dealer.crm.lead (created in Negotiation)
                              │
                              │ (+ draft sale.order if Endorse w/ S.Q.)
                              │
                              │  Dealer works the lead:
                              │    Negotiation ─▶ Convert to Quotation
                              │    ─▶ confirm SO ─▶ deliver ─▶ Mark Won
                              │    OR
                              │    ─▶ Mark Lost (with reason)
                              │
BPO lead flips ◀── callback ──┘
to Won / Lost

A dealer can also create leads manually — walk-ins, showroom visitors, phone enquiries that bypass the BPO. Those leads skip the endorsement fields and start in New, then follow the same pipeline onward.

The shipped pipeline​

  New ──▶ Qualified ──▶ Negotiation ──▶ Won ──▶ (delivered)
                                     └─▶ Lost  (with reason)

Endorsed leads arrive directly in Negotiation (BPO has already qualified them). Manual leads start in New. Both follow the same forward-only, single-step rule used on the BPO side.

Configuration​

One-time setup per dealer instance:

  • BPO CRM Connection — so the dealer can call back to BPO on Won/Lost
  • Make sure every dealer.brand that BPO might endorse has a matching code locally (BPO push will fail if the brand code is missing)
  • Make sure the vehicle products exist under each brand, so the dealer can Convert to Quotation on endorsed leads

See the Working a Lead page for the day-to-day dealer flow.

Guides​