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The lesson below is complete on its own.
Three screens. That’s the whole app. Three tabs at the bottom.
Hot — your AI handoffs
This is where AI-warmed leads land when they’re handed to you. Each card shows the customer name, vehicle, a one-line AI summary, and a red badge if it’s hot hot.
Open this first thing every shift. Anything with a red badge needs you in the next hour.
Tap a lead → see what AI already discussed → continue in your voice.
Pipeline — your daily action list
Every lead you’re working, sorted by AI-recommended priority. Three buckets:
- HOT — action today
- STALE — action this week
- WATCH — let AI keep working it
If you’ve got 30 leads, the system tells you which 5 deserve your attention right now. Tap the filter at the top to sort by stage, vehicle, or last activity.
Conversations — search for anything
Every conversation, all in one feed. Search bar at the top — type any name or vehicle, results filter live.
Use it when:
- You forgot a customer’s trade-in details
- A manager asks “what’s going on with the Smith deal?”
- You want to scan recent activity at the start of your shift
That’s the whole app
Hot · Pipeline · Conversations.
Open the app five times today. By Friday navigation is muscle memory — you’ll just be in the leads.
Course complete. Mark it done. Tomorrow morning, open Hot first.
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Open Sale Team on webMastery
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