MASTERMIND
Customer Intelligence CRM
0Customers
0Active Deals
0Follow-Ups Due
0Equity Alerts
⬅ ADMIN
ACTIVE DEAL PIPELINE
🔍
CUSTOMER PHONE VEHICLE INTEREST BUDGET STATUS LAST CONTACT NEXT ACTION ACTIONS
FOLLOW-UP QUEUE
EQUITY MINING RADAR
Customers with positive equity position — ready for upgrade outreach
0
Equity Alerts
REVENUE SNAPSHOT
RECENT DEALS
CUSTOMERVEHICLECLOSE DATEREVENUE BUCKETGROSSSTATUS
➕ ADD NEW CUSTOMER / DEAL
CUSTOMER INFO
VEHICLE INTEREST
TRADE-IN (IF APPLICABLE)
DEAL STATUS & NOTES
🔀 MERGE DUPLICATE CUSTOMERS
Click any field value to select it for the merged record. All activity from both records will be combined.
⚠️ GREEN = data to keep in merged record. Click any field to choose. PRIMARY record ID will be preserved.
✅ All calls, texts, emails, and notes from BOTH records will be preserved in the merged record. The secondary record will be archived — not deleted.