Sales Up

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Contents

Label

Sales Up

API Name

Sales Ups are customers interested in vehicles. This object tracks the customer request and help to promote the customer through the sales lifecycle to ownership.

Fields

Field Name	Details
ADF_File_Name__c	Label Type Text Description Hidden Field for storing file name of ADF Lead data
Active_Salesperson_Assigned__c	Label Type Checkbox Description
Address_Identifier__c	Label Type Text Description Getting value by sending http request to smartStreets website.
Appointment_Set__c	Label Type Number Description If the sales up has ever had an appointment, set the value to 1
Assign_Follow_Up_To__c	Label Type Lookup Description
Be_Back__c	Label Type Checkbox Description If the first visit and last visit fields are set and there is a time difference between the two, this field is set to true
Birthdate__c	Label Type Date Description Prospects birthdate
Blue_Book_Retail__c	Label Type Currency Description
Buy_or_Lease__c	Label Type Picklist Description
Buyer_Contact__c	Label Type Lookup Description
CCC_Rep__c	Label Type Lookup Description
Car_Deal_Date__c	Label Type Date Description
Car_Deal__c	Label Type Lookup Description Relationship to car deal
Change_Status__c	Label Type Checkbox Description
Co_Buyer_Contact__c	Label Type Lookup Description
Co_Buyer__c	Label Type Lookup Description Co Buyer
Color_Preference_Ext__c	Label Type Text Description
Color_Preference_Int__c	Label Type Text Description
Comments__c	Label Type LongTextArea Description
Company_Number__c	Label Type Picklist Description
Cost_of_Lead__c	Label Type Currency Description
County__c	Label Type Text Description
Current_Monthly_Payment__c	Label Type Currency Description
Customer_Account__c	Label Type Lookup Description
Demo__c	Label Type Checkbox Description
Desired_Mileage__c	Label Type Number Description
Desired_Monthly_Payment__c	Label Type Currency Description
Desired_Options__c	Label Type Html Description Desired Vehicle Options
Desired_Stock_Num__c	Label Type Lookup Description
Desk_Manager_User__c	Label Type Lookup Description
Desk_Manager__c	Label Type Lookup Description
Disposition__c	Label Type Picklist Description Current disposition of this record
Down_Payment__c	Label Type Currency Description Customers desired down payment
Drip_Campaign__c	Label Type Picklist Description Drip campaign enrollment item
Email__c	Label Type Email Description
End_User__c	Label Type Lookup Description
Enterprise_System_Submission_Date__c	Label Type DateTime Description
Event_Driven_Lead__c	Label Type Checkbox Description Leads driven by OEM/External Marketing Events. Examples would be Auto Shows or Rodeos.
F_I_Manager__c	Label Type Lookup Description
Finance_Method__c	Label Type Picklist Description
FirstName__c	Label Type Text Description
First_Store_Visit_Date__c	Label Type DateTime Description Field updated when the In Store checkbox is selected
First_Visit_Date__c	Label Type Date Description
First_Visit__c	Label Type Checkbox Description Has this customer visited the store and is it their first visit for this purchase experience.
Follow_Up__c	Label Type Lookup Description The Salesperson that is assinged to Follow up the Sales Lead.
From_Email__c	Label Type Email Description If the Sales Up is created from an inbound email, store the email address of the sender.
Greet_Meet__c	Label Type Checkbox Description
Home_Phone__c	Label Type Phone Description
In_Store__c	Label Type Checkbox Description Is the customer in the dealership?
Incomplete_Tasks__c	Label Type Checkbox Description
Internet_Customer__c	Label Type Checkbox Description Internet Customer
Internet_Lead_Request_Time__c	Label Type DateTime Description
Is_Open__c	Label Type Number Description Hidden formula field for validating if a lead is open or closed.
LMS_ID__c	Label Type Text Description Unique field ID for Integrated LMS and OEM providers.
LastName__c	Label Type Text Description
Last_Store_Visit_Date__c	Label Type DateTime Description
Last_Visit_Date__c	Label Type Date Description
Latest_Appointment_Date_Time__c	Label Type DateTime Description Date and Time of the most recent Sales Appointment.
Latest_Appointment_Date__c	Label Type Date Description
Lead_Date__c	Label Type Date Description defaults to created date but can be overridden
Lead_Origination_Service__c	Label Type Text Description
Lead_Status__c	Label Type Picklist Description
Lead_Type__c	Label Type Picklist Description
Mailing_City__c	Label Type Text Description Mailing City
Mailing_State__c	Label Type Text Description 2 character ISO State Code
Mailing_Street__c	Label Type TextArea Description Mailing street
Mailing_Zip__c	Label Type Text Description Matched to the Account/Contact Mailing Postal Code via Trigger
Make__c	Label Type Text Description
Managers_Note__c	Label Type TextArea Description
Mileage__c	Label Type Number Description
Mobile__c	Label Type Phone Description
Model__c	Label Type Text Description
NUO__c	Label Type Picklist Description
NextActivityDate__c	Label Type Date Description The next activity for this client on the sales up.
Organization_Id__c	Label Type Text Description
Phone__c	Label Type Phone Description
Post_Sale__c	Label Type Checkbox Description
Pre_qualified_Loan_Amount__c	Label Type Currency Description
Present_Vehicle__c	Label Type Checkbox Description
Price_High__c	Label Type Currency Description
Price_Low__c	Label Type Currency Description
Related_Tasks__c	Label Type Number Description
Response_Time__c	Label Type Number Description Response Time in Minutes
Retail_Price__c	Label Type Currency Description
Sale_Date__c	Label Type Date Description
Salesperson_1__c	Label Type Lookup Description
Salesperson_2__c	Label Type Lookup Description
Salutation__c	Label Type Picklist Description
ServiceVehicleId__c	Label Type Text Description Hidden field to store service vehicle id for custom button(VIN)
Service_Vehicle__c	Label Type Lookup Description
Shopper__c	Label Type Text Description Field to hold information on the shopper. Who is the vehicle for.
Sold__c	Label Type Checkbox Description
Source__c	Label Type Picklist Description Advertising Source that brought in customer to dealership
Store_Location__c	Label Type Lookup Description
Team_Leader__c	Label Type Lookup Description
Timeframe__c	Label Type Text Description
Trade_Appraised_Value__c	Label Type Currency Description
Trade_Body_Type__c	Label Type Text Description Body type of the trade in
Trade_Comments__c	Label Type TextArea Description
Trade_Make__c	Label Type Text Description
Trade_Mileage__c	Label Type Number Description
Trade_Model__c	Label Type Text Description
Trade_Trim_Level__c	Label Type Text Description
Trade_VIN__c	Label Type Text Description
Trade_Year__c	Label Type Picklist Description
Traffic_Log_Entry__c	Label Type Lookup Description
Transmission__c	Label Type Text Description
Trim__c	Label Type Text Description
VIN__c	Label Type Text Description
Vehicle_Status__c	Label Type Text Description
Write_Up__c	Label Type Checkbox Description
Year_High__c	Label Type Picklist Description Year of desired Vehicle
Year_To__c	Label Type Picklist Description
vAuto_Appraisal_Link__c	Label Type Url Description