AUTOMOTIVE SALES PIPELINE MANAGEMENT

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Lead Details: Retrieve the initial lead information from the 'Leads' data model to begin the pipeline process.
[ ] Update Lead Status to 'In Progress': Change the status of the Lead entry from 'New' to 'Contacted' once the first interaction occurs.
[ ] Assign Sales Representative: Create a task for the assigned Sales Rep to perform a discovery call with the lead.
[ ] Retrieve Vehicle Inventory: Fetch available cars from the 'Inventory' data model that match the customer's requirements.
[ ] Calculate Total Monthly Payment: Execute a formula involving vehicle price, interest rate, and loan term to estimate monthly costs for the customer.
[ ] Schedule Test Drive: Create a task for the showroom coordinator to prepare the specific vehicle and confirm the appointment.
[ ] Send Test Drive Confirmation: Send an automated email to the customer with the date, time, and location details.
[ ] Create Sales Quotation: Generate a new entry in the 'Quotations' data model containing the negotiated price and terms.
[ ] Update Quotation Status to 'Sent': Update the quotation entry to reflect that the offer is now with the customer.
[ ] Credit Check Verification: Create a task for the Finance Department to verify the customer's creditworthiness.
[ ] Get Financing Terms: Retrieve approved interest rates and loan durations from the 'Finance' data model.
[ ] Update Lead to 'Negotiation': Update the Lead entry status to indicate the customer is actively negotiating the deal.
[ ] Create Sales Contract: Create a new entry in the 'Contracts' data model once terms are agreed upon.
[ ] Send Delivery Reminder: Send an SMS to the customer 24 hours before the scheduled vehicle delivery.
[ ] Update Lead to 'Closed Won': Finalize the lead process by updating the status to 'Closed Won' upon contract signing.
[ ] Create Post-Sale Follow-up Task: Create a task in the 'Customer Success' model to check satisfaction 30 days after delivery.
[ ] Calculate Total Monthly Sales Volume: Aggregate the 'Total Sale Price' from all 'Closed Won' entries in the current month.
[ ] Generate Monthly Sales Performance Report: Create a report summarizing conversion rates and total revenue from the Sales Pipeline data.

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