Manager Dashboard
Manager visibility for untouched accounts, due follow-ups, owner coverage, and team activity.
Preview Plan
Currently previewing: Standard
Standard is for active daily use. It adds DMS onboarding, duplicate cleanup, owner assignments, route codes, My Accounts, My Follow-Ups, manager dashboard, audit history, dropdown management, and standard reporting.
Switch tiers to see what features are included, restricted, or upgrade-gated.
Bulk Assignment
Update owner, status, priority, or next step across selected accounts.
This is locked because Standard does not include bulk assignment. Bulk assignment is available in Pro and higher.
Advanced Imports
Expanded import review, cleanup, duplicate handling, and advanced mapping workflows.
This is locked because Standard does not include advanced imports. Advanced imports is available in Pro and higher.
Inactive/Lost Views
Segment inactive, lost, and reactivation opportunities for deeper follow-up.
This is locked because Standard does not include inactive/lost account views. Inactive/lost account views is available in Pro and higher.
Advanced Reports
Advanced manager reporting, deeper account segmentation, and export-ready views.
This is locked because Standard does not include advanced reports. Advanced reports is available in Pro and higher.
Custom Role Management
Create custom role structures and tune permissions beyond built-in roles.
This is locked because Standard does not include custom role management. Custom role management is available in Pro and higher.
Multi-Rooftop Reporting
Group-level dashboards, rooftop filtering, and multi-location reporting.
This is locked because Standard does not include multi-rooftop reporting. Multi-rooftop reporting is available with Dealer Group custom plans.
Dealer Group Reports
Organization-level reporting for multiple rooftops, brands, and custom rollout structures.
This is locked because Standard does not include dealer group reporting. Dealer group reporting is available with Dealer Group custom plans.
Customer Reach Refresh
Ongoing researched data refresh is tied to Customer Reach, not automatically included with CRM.
Data Refresh requires a Customer Reach Data Build package. CRM-only plans do not unlock refresh.
Showing 100 of 100 demo accounts100 total fake records stored in browser state
0 selectedThis is locked because Standard does not include bulk assignment. Bulk assignment is available in Pro and higher.
Account NumberA102
County Fleet Garage
Unknown - Kokomo, IN 46777
R6Phone: 555-231-1021
Email: Missing
Contact: Casey
Price CodeNo price code
Bad Number
B - Good Target
Bad Number
B - Good Target
Owner: Don
Follow-Up: 2026-06-10
Next Step: Call
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - Missing email
Fit Score: 99
Account NumberDT-7844
Shelbyville Heritage Fleet Service
Fleet - Warsaw, IN 46223
UNKNOWNPhone: 555-219-1079
Email: shelbyvilleheritagefle@example.com
Contact: Taylor
Price CodeMatrix B
Current Customer
D - Low Fit
Current Customer
D - Low Fit
Owner: Unassigned
Follow-Up: 2026-06-17
Next Step: Follow Up
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - General
Fit Score: 99
Account Number001245
Lafayette Ironworks Fleet Maintenance
Other - Marion, IN 46654
R3Phone: 555-252-1042
Email: Missing
Contact: Jordan
Price CodeMatrix A
Order Placed
C - Later
Order Placed
C - Later
Owner: Anthony
Follow-Up: 2026-06-14
Next Step: Call
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Missing email
Fit Score: 98
Account NumberDMS-7731
County Line Towing
Diesel / Truck - Logansport, IN 46185
R6Phone: 555-215-1005
Email: countylinetowing@example.com
Contact: Jamie
Price CodeFleet
Quote Sent
B - Good Target
Quote Sent
B - Good Target
Owner: Emma
Follow-Up: 2026-06-11
Next Step: Research
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - Contact Form
Fit Score: 97
Account NumberFLEET-220
Kokomo Metro Diesel Service
School / Education - Noblesville, IN 46531
UNKNOWNPhone: 555-273-1063
Email: Missing
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Parts Team
Follow-Up: 2026-06-18
Next Step: Call
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Missing email
Fit Score: 97
Account NumberCUST-1042
Central Fleet Maintenance
Dealer - Auburn, IN 46062
R3Phone: Missing
Email: centralfleetmaintenanc@example.com
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Don
Follow-Up: 2026-06-15
Next Step: Research
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Contact Form
Fit Score: 96
Account Number600125
Muncie State Line Auto Repair
Government / Municipal - South Bend, IN 46408
R5Phone: 555-224-1084
Email: Missing
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Unassigned
Follow-Up: 2026-06-22
Next Step: Call
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Missing email
Fit Score: 96
Account Number700410
Fishers Prairie Creek Towing
Wholesale - Fort Wayne, IN 46839
UNKNOWNPhone: 555-257-1047
Email: fishersprairiecreektow@example.com
Contact: Jamie
Price CodeCost +20%
Research Needed
D - Low Fit
Research Needed
D - Low Fit
Owner: Anthony
Follow-Up: 2026-06-19
Next Step: Research
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Contact Form
Fit Score: 95
Account NumberNo account number
Commercial Truck Repair
Unknown - Greenwood, IN 46370
R3Phone: 555-220-1010
Email: commercialtruckrepair@example.com
Contact: Riley
Price CodeSpecial Quote
Do Not Contact
C - Later
Do Not Contact
C - Later
Owner: Emma
Follow-Up: 2026-06-16
Next Step: Quote
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - General
Fit Score: 94
Account NumberW-22091
Carmel Main Street Auto Repair
Fleet - , IN 46716
R5Phone: 555-278-1068
Email: carmelmainstreetautore@example.com
Contact: Morgan
Price CodeUnknown
Not Interested
A - Call First
Not Interested
A - Call First
Owner: Parts Team
Follow-Up: 2026-06-06
Next Step: Research
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Contact Form
Fit Score: 94
Account NumberDT-7844
Richmond Auto Body
Other - Elkhart, IN 46247
UNKNOWNPhone: 555-241-1031
Email: richmondautobody@example.com
Contact: Taylor
Price CodeMatrix B
Current Customer
D - Low Fit
Current Customer
D - Low Fit
Owner: Don
Follow-Up: 2026-06-20
Next Step: Quote
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - General
Fit Score: 93
Account NumberDMS-7731
Noblesville Premier Fleet Group
Mechanical Repair - Fishers, IN 46593
R2Phone: 555-229-1089
Email: noblesvillepremierflee@example.com
Contact: Jamie
Price CodeFleet
Quote Sent
B - Good Target
Quote Sent
B - Good Target
Owner: Unassigned
Follow-Up: 2026-06-10
Next Step: Research
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Contact Form
Fit Score: 93
Account NumberBODY-881
South Bend Elite Body & Glass
School / Education - Monticello, IN 46124
R5Phone: Missing
Email: southbendelitebodyglas@example.com
Contact: Riley
Price CodeWholesale
Follow-Up Needed
A - Call First
Follow-Up Needed
A - Call First
Owner: Anthony
Follow-Up: 2026-06-07
Next Step: Quote
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - General
Fit Score: 92
Account NumberFLEET-220
Wabash Valley Diesel
Dealer - Anderson, IN 46555
UNKNOWNPhone: 555-225-1015
Email: wabashvalleydiesel@example.com
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Emma
Follow-Up: 2026-06-21
Next Step: Email
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Verified
Fit Score: 91
Account Number600293
Elkhart Keystone Auto Body
Government / Municipal - Shelbyville, IN 46001
R2Phone: 555-213-1073
Email: elkhartkeystoneautobod@example.com
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Parts Team
Follow-Up: 2026-06-11
Next Step: Quote
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - General
Fit Score: 91
Account Number600125
Monticello River City Collision
Wholesale - Carmel, IN 46432
R5Phone: 555-246-1036
Email: monticellorivercitycol@example.com
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Don
Follow-Up: 2026-06-08
Next Step: Email
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Verified
Fit Score: 90
Account NumberNo account number
Bloomington Premier Mechanical
Towing - Lafayette, IN 46778
OUT OF RANGEPhone: 555-234-1094
Email: bloomingtonpremiermech@example.com
Contact: Riley
Price CodeSpecial Quote
Do Not Contact
C - Later
Do Not Contact
C - Later
Owner: Unassigned
Follow-Up: 2026-06-15
Next Step: Quote
Needs a follow-up call after quote review with the parts manager.
Source: Other - General
Fit Score: 90
Account NumberA102
Warsaw Highway Truck Repair
Fleet - Richmond, IN 46309
R2Phone: 555-267-1057
Email: warsawhighwaytruckrepa@example.com
Contact: Casey
Price CodeNo price code
Bad Number
B - Good Target
Bad Number
B - Good Target
Owner: Anthony
Follow-Up: 2026-06-12
Next Step: Email
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Verified
Fit Score: 89
Account NumberW-22091
Route 31 Diesel
Other - Indianapolis, IN 46740
R5Phone: 555-230-1020
Email: route31diesel@example.com
Contact: Morgan
Price CodeUnknown
Not Interested
A - Call First
Not Interested
A - Call First
Owner: Emma
Follow-Up: 2026-06-09
Next Step: No Action
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Contact Form
Fit Score: 88
Account Number001245
Auburn Maple Street Motors
Mechanical Repair - Bloomington, IN 46186
OUT OF RANGEPhone: Missing
Email: auburnmaplestreetmotor@example.com
Contact: Jordan
Price CodeMatrix A
Order Placed
C - Later
Order Placed
C - Later
Owner: Parts Team
Follow-Up: 2026-06-16
Next Step: Email
Needs a follow-up call after quote review with the parts manager.
Source: Other - Verified
Fit Score: 88
Account NumberDMS-7731
Fort Wayne Midwest Glass & Collision
School / Education - Kokomo, IN 46617
R2Phone: 555-251-1041
Email: fortwaynemidwestglassc@example.com
Contact: Jamie
Price CodeFleet
Quote Sent
B - Good Target
Quote Sent
B - Good Target
Owner: Don
Follow-Up: 2026-06-13
Next Step: No Action
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Contact Form
Fit Score: 87
Account NumberFLEET-220
Shelbyville Body Shop
Collision / Body Shop - Warsaw, IN 46063
R4Phone: 555-239-1099
Email: shelbyvillebodyshop@example.com
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Unassigned
Follow-Up: 2026-06-20
Next Step: Email
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Verified
Fit Score: 87
Account NumberBODY-881
Premier Mechanical
Dealer - South Bend, IN 46148
R5Phone: 555-214-1004
Email: premiermechanical@example.com
Contact: Riley
Price CodeWholesale
Follow-Up Needed
A - Call First
Follow-Up Needed
A - Call First
Owner: Unassigned
Follow-Up: 2026-06-10
Next Step: Visit
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - General
Fit Score: 86
Account NumberCUST-1042
Lafayette Hoosier Fleet Repair
Government / Municipal - Marion, IN 46494
OUT OF RANGEPhone: 555-272-1062
Email: lafayettehoosierfleetr@example.com
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Anthony
Follow-Up: 2026-06-17
Next Step: No Action
Needs a follow-up call after quote review with the parts manager.
Source: Other - Contact Form
Fit Score: 86
Account Number600293
Northview Collision
Wholesale - Logansport, IN 46025
R2Phone: 555-235-1025
Email: northviewcollision@example.com
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Emma
Follow-Up: 2026-06-14
Next Step: Visit
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - General
Fit Score: 85
Account Number700410
Kokomo Mechanical
Towing - Noblesville, IN 46371
R4Phone: 555-223-1083
Email: kokomomechanical@example.com
Contact: Jamie
Price CodeCost +20%
Research Needed
D - Low Fit
Research Needed
D - Low Fit
Owner: Parts Team
Follow-Up: 2026-06-21
Next Step: No Action
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Contact Form
Fit Score: 85
Account NumberNo account number
Marion Cardinal Repair Group
Fleet - Auburn, IN 46802
OUT OF RANGEPhone: 555-256-1046
Email: marioncardinalrepairgr@example.com
Contact: Riley
Price CodeSpecial Quote
Do Not Contact
C - Later
Do Not Contact
C - Later
Owner: Don
Follow-Up: 2026-06-18
Next Step: Visit
Needs a follow-up call after quote review with the parts manager.
Source: Other - General
Fit Score: 84
Account NumberA102
Eastside Body Shop
Other - Fishers, IN 46333
R2Phone: 555-219-1009
Email: eastsidebodyshop@example.com
Contact: Casey
Price CodeNo price code
Bad Number
B - Good Target
Bad Number
B - Good Target
Owner: Unassigned
Follow-Up: 2026-06-15
Next Step: Follow Up
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Verified
Fit Score: 83
Account NumberDT-7844
Fishers Crossroads Fleet Services
Mechanical Repair - Fort Wayne, IN 46679
R4Phone: 555-277-1067
Email: fisherscrossroadsfleet@example.com
Contact: Taylor
Price CodeMatrix B
Current Customer
D - Low Fit
Current Customer
D - Low Fit
Owner: Anthony
Follow-Up: 2026-06-22
Next Step: Visit
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - General
Fit Score: 83
Account Number001245
Greenwood Summit Collision Center
School / Education - Greenwood, IN 46210
OUT OF RANGEPhone: 555-240-1030
Email: greenwoodsummitcollisi@example.com
Contact: Jordan
Price CodeMatrix A
Order Placed
C - Later
Order Placed
C - Later
Owner: Emma
Follow-Up: 2026-06-19
Next Step: Follow Up
Needs a follow-up call after quote review with the parts manager.
Source: Other - Verified
Fit Score: 82
Account NumberBODY-881
Carmel Towing
Collision / Body Shop - Muncie, IN 46556
R1Phone: 555-228-1088
Email: carmeltowing@example.com
Contact: Riley
Price CodeWholesale
Follow-Up Needed
A - Call First
Follow-Up Needed
A - Call First
Owner: Parts Team
Follow-Up: 2026-06-09
Next Step: Visit
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - General
Fit Score: 82
Account NumberFLEET-220
Richmond County Fleet Garage
Government / Municipal - , IN 46087
R4Phone: 555-261-1051
Email: richmondcountyfleetgar@example.com
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Don
Follow-Up: 2026-06-06
Next Step: Follow Up
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Verified
Fit Score: 81
Account NumberCUST-1042
Circle City Collision
Wholesale - Lafayette, IN 46518
OUT OF RANGEPhone: 555-224-1014
Email: Missing
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Unassigned
Follow-Up: 2026-06-20
Next Step: Call
Needs a follow-up call after quote review with the parts manager.
Source: Other - Missing email
Fit Score: 80
Account Number600125
South Bend Ironworks Fleet Maintenance
Towing - Monticello, IN 46864
R1Phone: 555-212-1072
Email: southbendironworksflee@example.com
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Anthony
Follow-Up: 2026-06-10
Next Step: Follow Up
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Verified
Fit Score: 80
Account Number700410
Logansport County Line Towing
Fleet - Anderson, IN 46395
R4Phone: 555-245-1035
Email: Missing
Contact: Jamie
Price CodeCost +20%
Research Needed
D - Low Fit
Research Needed
D - Low Fit
Owner: Emma
Follow-Up: 2026-06-07
Next Step: Call
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Missing email
Fit Score: 79
Account NumberA102
Elkhart Metro Diesel Service
Diesel / Truck - Shelbyville, IN 46741
R6Phone: 555-233-1093
Email: elkhartmetrodieselserv@example.com
Contact: Casey
Price CodeNo price code
Bad Number
B - Good Target
Bad Number
B - Good Target
Owner: Parts Team
Follow-Up: 2026-06-14
Next Step: Follow Up
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - Verified
Fit Score: 79
Account NumberW-22091
Monticello Central Fleet Maintenance
Mechanical Repair - Carmel, IN 46272
R1Phone: 555-266-1056
Email: Missing
Contact: Morgan
Price CodeUnknown
Not Interested
A - Call First
Not Interested
A - Call First
Owner: Don
Follow-Up: 2026-06-11
Next Step: Call
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Missing email
Fit Score: 78
Account NumberDT-7844
Heritage Fleet Service
School / Education - Warsaw, IN 46703
R4Phone: 555-229-1019
Email: heritagefleetservice@example.com
Contact: Taylor
Price CodeMatrix B
Current Customer
D - Low Fit
Current Customer
D - Low Fit
Owner: Unassigned
Follow-Up: 2026-06-08
Next Step: Research
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - General
Fit Score: 77
Account NumberDMS-7731
Warsaw Prairie Creek Towing
Collision / Body Shop - Richmond, IN 46149
R6Phone: 555-217-1077
Email: Missing
Contact: Jamie
Price CodeFleet
Quote Sent
B - Good Target
Quote Sent
B - Good Target
Owner: Anthony
Follow-Up: 2026-06-15
Next Step: Call
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - Missing email
Fit Score: 77
Account NumberBODY-881
Indianapolis Commercial Truck Repair
Government / Municipal - Indianapolis, IN 46580
R1Phone: 555-250-1040
Email: indianapoliscommercial@example.com
Contact: Riley
Price CodeWholesale
Follow-Up Needed
A - Call First
Follow-Up Needed
A - Call First
Owner: Emma
Follow-Up: 2026-06-12
Next Step: Research
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - General
Fit Score: 76
Account NumberCUST-1042
Auburn Main Street Auto Repair
Unknown - Bloomington, IN 46026
R3Phone: 555-238-1098
Email: Missing
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Parts Team
Follow-Up: 2026-06-19
Next Step: Call
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Missing email
Fit Score: 76
Account NumberFLEET-220
Metro Diesel Service
Wholesale - Noblesville, IN 46111
R4Phone: 555-213-1003
Email: metrodieselservice@example.com
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Parts Team
Follow-Up: 2026-06-09
Next Step: Quote
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Verified
Fit Score: 75
Account Number600293
Fort Wayne Auto Body
Towing - Kokomo, IN 46457
R6Phone: 555-271-1061
Email: fortwayneautobody@example.com
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Don
Follow-Up: 2026-06-16
Next Step: Research
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - General
Fit Score: 75
Account Number600125
State Line Auto Repair
Fleet - South Bend, IN 46888
R1Phone: 555-234-1024
Email: statelineautorepair@example.com
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Unassigned
Follow-Up: 2026-06-13
Next Step: Quote
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Verified
Fit Score: 74
Account NumberNo account number
Lafayette Elite Body & Glass
Diesel / Truck - Marion, IN 46334
R3Phone: 555-222-1082
Email: lafayetteelitebodyglas@example.com
Contact: Riley
Price CodeSpecial Quote
Do Not Contact
C - Later
Do Not Contact
C - Later
Owner: Anthony
Follow-Up: 2026-06-20
Next Step: Research
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - General
Fit Score: 74
Account NumberA102
Anderson Wabash Valley Diesel
Mechanical Repair - Logansport, IN 46765
R6Phone: 555-255-1045
Email: andersonwabashvalleydi@example.com
Contact: Casey
Price CodeNo price code
Bad Number
B - Good Target
Bad Number
B - Good Target
Owner: Emma
Follow-Up: 2026-06-17
Next Step: Quote
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - Verified
Fit Score: 73
Account NumberW-22091
Main Street Auto Repair
School / Education - Muncie, IN 46296
R1Phone: 555-218-1008
Email: mainstreetautorepair@example.com
Contact: Morgan
Price CodeUnknown
Not Interested
A - Call First
Not Interested
A - Call First
Owner: Parts Team
Follow-Up: 2026-06-14
Next Step: Email
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Contact Form
Fit Score: 72
Account Number001245
Marion River City Collision
Collision / Body Shop - Auburn, IN 46642
R3Phone: 555-276-1066
Email: marionrivercitycollisi@example.com
Contact: Jordan
Price CodeMatrix A
Order Placed
C - Later
Order Placed
C - Later
Owner: Don
Follow-Up: 2026-06-21
Next Step: Quote
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Verified
Fit Score: 72
Account NumberDMS-7731
Premier Fleet Group
Government / Municipal - Fishers, IN 46173
R6Phone: 555-239-1029
Email: premierfleetgroup@example.com
Contact: Jamie
Price CodeFleet
Quote Sent
B - Good Target
Quote Sent
B - Good Target
Owner: Unassigned
Follow-Up: 2026-06-18
Next Step: Email
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - Contact Form
Fit Score: 71
Account NumberFLEET-220
Fishers Highway Truck Repair
Unknown - Fort Wayne, IN 46519
UNKNOWNPhone: 555-227-1087
Email: fishershighwaytruckrep@example.com
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Anthony
Follow-Up: 2026-06-08
Next Step: Quote
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Verified
Fit Score: 71
Account NumberCUST-1042
Greenwood Route 31 Diesel
Towing - Greenwood, IN 46050
R3Phone: 555-260-1050
Email: greenwoodroute31diesel@example.com
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Emma
Follow-Up: 2026-06-22
Next Step: Email
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Contact Form
Fit Score: 70
Account Number600293
Keystone Auto Body
Fleet - Shelbyville, IN 46481
R6Phone: Missing
Email: keystoneautobody@example.com
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Parts Team
Follow-Up: 2026-06-19
Next Step: No Action
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - General
Fit Score: 69
Account Number700410
Richmond Midwest Glass & Collision
Diesel / Truck - Elkhart, IN 46827
UNKNOWNPhone: 555-211-1071
Email: richmondmidwestglassco@example.com
Contact: Jamie
Price CodeCost +20%
Research Needed
D - Low Fit
Research Needed
D - Low Fit
Owner: Don
Follow-Up: 2026-06-09
Next Step: Email
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Contact Form
Fit Score: 69
Account NumberNo account number
Bloomington Premier Mechanical
Mechanical Repair - , IN 46358
R3Phone: 555-244-1034
Email: bloomingtonpremiermech@example.com
Contact: Riley
Price CodeSpecial Quote
Do Not Contact
C - Later
Do Not Contact
C - Later
Owner: Unassigned
Follow-Up: 2026-06-06
Next Step: No Action
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - General
Fit Score: 68
Account NumberW-22091
South Bend Hoosier Fleet Repair
Dealer - Monticello, IN 46704
R5Phone: 555-232-1092
Email: southbendhoosierfleetr@example.com
Contact: Morgan
Price CodeUnknown
Not Interested
A - Call First
Not Interested
A - Call First
Owner: Anthony
Follow-Up: 2026-06-13
Next Step: Email
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Contact Form
Fit Score: 68
Account NumberDT-7844
Logansport Northview Collision
Collision / Body Shop - Anderson, IN 46235
UNKNOWNPhone: 555-265-1055
Email: logansportnorthviewcol@example.com
Contact: Taylor
Price CodeMatrix B
Current Customer
D - Low Fit
Current Customer
D - Low Fit
Owner: Emma
Follow-Up: 2026-06-10
Next Step: No Action
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - General
Fit Score: 67
Account Number001245
Maple Street Motors
Government / Municipal - Bloomington, IN 46666
R3Phone: 555-228-1018
Email: maplestreetmotors@example.com
Contact: Jordan
Price CodeMatrix A
Order Placed
C - Later
Order Placed
C - Later
Owner: Parts Team
Follow-Up: 2026-06-07
Next Step: Visit
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Verified
Fit Score: 66
Account NumberBODY-881
Monticello Cardinal Repair Group
Unknown - Carmel, IN 46112
R5Phone: 555-216-1076
Email: monticellocardinalrepa@example.com
Contact: Riley
Price CodeWholesale
Follow-Up Needed
A - Call First
Follow-Up Needed
A - Call First
Owner: Don
Follow-Up: 2026-06-14
Next Step: No Action
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - General
Fit Score: 66
Account NumberFLEET-220
Shelbyville Body Shop
Towing - Warsaw, IN 46543
UNKNOWNPhone: Missing
Email: shelbyvillebodyshop@example.com
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Unassigned
Follow-Up: 2026-06-11
Next Step: Visit
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Verified
Fit Score: 65
Account Number600293
Warsaw Crossroads Fleet Services
Other - Richmond, IN 46889
R2Phone: 555-237-1097
Email: warsawcrossroadsfleets@example.com
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Anthony
Follow-Up: 2026-06-18
Next Step: No Action
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - General
Fit Score: 65
Account NumberCUST-1042
Hoosier Fleet Repair
Fleet - Marion, IN 46074
R3Phone: 555-212-1002
Email: hoosierfleetrepair@example.com
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Anthony
Follow-Up: 2026-06-08
Next Step: Follow Up
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Contact Form
Fit Score: 64
Account Number600125
Indianapolis Summit Collision Center
Diesel / Truck - Indianapolis, IN 46420
R5Phone: 555-270-1060
Email: indianapolissummitcoll@example.com
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Emma
Follow-Up: 2026-06-15
Next Step: Visit
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Verified
Fit Score: 64
Account Number700410
Downtown Mechanical
Mechanical Repair - Noblesville, IN 46851
UNKNOWNPhone: 555-233-1023
Email: downtownmechanical@example.com
Contact: Jamie
Price CodeCost +20%
Research Needed
D - Low Fit
Research Needed
D - Low Fit
Owner: Parts Team
Follow-Up: 2026-06-12
Next Step: Follow Up
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Contact Form
Fit Score: 63
Account NumberA102
Fort Wayne County Fleet Garage
Dealer - Kokomo, IN 46297
R2Phone: 555-221-1081
Email: fortwaynecountyfleetga@example.com
Contact: Casey
Price CodeNo price code
Bad Number
B - Good Target
Bad Number
B - Good Target
Owner: Don
Follow-Up: 2026-06-19
Next Step: Visit
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Verified
Fit Score: 63
Account NumberW-22091
Muncie Circle City Collision
Collision / Body Shop - South Bend, IN 46728
R5Phone: 555-254-1044
Email: munciecirclecitycollis@example.com
Contact: Morgan
Price CodeUnknown
Not Interested
A - Call First
Not Interested
A - Call First
Owner: Unassigned
Follow-Up: 2026-06-16
Next Step: Follow Up
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Contact Form
Fit Score: 62
Account NumberDT-7844
Crossroads Fleet Services
Government / Municipal - Fort Wayne, IN 46259
UNKNOWNPhone: 555-217-1007
Email: Missing
Contact: Taylor
Price CodeMatrix B
Current Customer
D - Low Fit
Current Customer
D - Low Fit
Owner: Anthony
Follow-Up: 2026-06-13
Next Step: Call
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Missing email
Fit Score: 61
Account NumberDMS-7731
Anderson County Line Towing
Unknown - Logansport, IN 46605
R2Phone: Missing
Email: andersoncountylinetowi@example.com
Contact: Jamie
Price CodeFleet
Quote Sent
B - Good Target
Quote Sent
B - Good Target
Owner: Emma
Follow-Up: 2026-06-20
Next Step: Follow Up
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Contact Form
Fit Score: 61
Account NumberBODY-881
Westside Towing
Towing - Muncie, IN 46136
R5Phone: 555-238-1028
Email: Missing
Contact: Riley
Price CodeWholesale
Follow-Up Needed
A - Call First
Follow-Up Needed
A - Call First
Owner: Parts Team
Follow-Up: 2026-06-17
Next Step: Call
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Missing email
Fit Score: 60
Account NumberCUST-1042
Marion Central Fleet Maintenance
Other - Auburn, IN 46482
OUT OF RANGEPhone: 555-226-1086
Email: marioncentralfleetmain@example.com
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Don
Follow-Up: 2026-06-07
Next Step: Follow Up
Needs a follow-up call after quote review with the parts manager.
Source: Other - Contact Form
Fit Score: 60
Account Number600293
Noblesville Heritage Fleet Service
Diesel / Truck - Fishers, IN 46013
R2Phone: 555-259-1049
Email: Missing
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Unassigned
Follow-Up: 2026-06-21
Next Step: Call
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Missing email
Fit Score: 59
Account Number600125
Ironworks Fleet Maintenance
Mechanical Repair - Monticello, IN 46444
R5Phone: 555-222-1012
Email: ironworksfleetmaintena@example.com
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Anthony
Follow-Up: 2026-06-18
Next Step: Research
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: Referral - Verified
Fit Score: 58
Account NumberNo account number
Greenwood Commercial Truck Repair
Dealer - Greenwood, IN 46790
OUT OF RANGEPhone: 555-210-1070
Email: Missing
Contact: Riley
Price CodeSpecial Quote
Do Not Contact
C - Later
Do Not Contact
C - Later
Owner: Emma
Follow-Up: 2026-06-08
Next Step: Call
Needs a follow-up call after quote review with the parts manager.
Source: Other - Missing email
Fit Score: 58
Account NumberA102
Elkhart Metro Diesel Service
Collision / Body Shop - Shelbyville, IN 46321
R2Phone: 555-243-1033
Email: elkhartmetrodieselserv@example.com
Contact: Casey
Price CodeNo price code
Bad Number
B - Good Target
Bad Number
B - Good Target
Owner: Parts Team
Follow-Up: 2026-06-22
Next Step: Research
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Verified
Fit Score: 57
Account NumberDT-7844
Richmond Auto Body
Wholesale - Elkhart, IN 46667
R4Phone: Missing
Email: Missing
Contact: Taylor
Price CodeMatrix B
Current Customer
D - Low Fit
Current Customer
D - Low Fit
Owner: Don
Follow-Up: 2026-06-12
Next Step: Call
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Missing email
Fit Score: 57
Account Number001245
Bloomington State Line Auto Repair
Unknown - Lafayette, IN 46198
OUT OF RANGEPhone: 555-264-1054
Email: bloomingtonstatelineau@example.com
Contact: Jordan
Price CodeMatrix A
Order Placed
C - Later
Order Placed
C - Later
Owner: Unassigned
Follow-Up: 2026-06-09
Next Step: Research
Needs a follow-up call after quote review with the parts manager.
Source: Other - Verified
Fit Score: 56
Account NumberDMS-7731
Prairie Creek Towing
Towing - , IN 46629
R2Phone: 555-227-1017
Email: prairiecreektowing@example.com
Contact: Jamie
Price CodeFleet
Quote Sent
B - Good Target
Quote Sent
B - Good Target
Owner: Anthony
Follow-Up: 2026-06-06
Next Step: Quote
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - Contact Form
Fit Score: 55
Account NumberFLEET-220
Logansport Wabash Valley Diesel
Other - Anderson, IN 46075
R4Phone: 555-215-1075
Email: logansportwabashvalley@example.com
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Emma
Follow-Up: 2026-06-13
Next Step: Research
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Verified
Fit Score: 55
Account NumberCUST-1042
Auburn Main Street Auto Repair
Diesel / Truck - Bloomington, IN 46506
OUT OF RANGEPhone: 555-248-1038
Email: auburnmainstreetautore@example.com
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Parts Team
Follow-Up: 2026-06-10
Next Step: Quote
Needs a follow-up call after quote review with the parts manager.
Source: Other - Contact Form
Fit Score: 54
Account Number600125
Monticello River City Collision
School / Education - Carmel, IN 46852
R1Phone: 555-236-1096
Email: monticellorivercitycol@example.com
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Don
Follow-Up: 2026-06-17
Next Step: Research
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Verified
Fit Score: 54
Account Number600293
Northside Auto Body
Mechanical Repair - Kokomo, IN 46037
R2Phone: 555-211-1001
Email: northsideautobody@example.com
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Don
Follow-Up: 2026-06-07
Next Step: Email
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Spreadsheet Import - General
Fit Score: 53
Account Number700410
Shelbyville Premier Fleet Group
Dealer - Warsaw, IN 46383
R4Phone: 555-269-1059
Email: shelbyvillepremierflee@example.com
Contact: Jamie
Price CodeCost +20%
Research Needed
D - Low Fit
Research Needed
D - Low Fit
Owner: Unassigned
Follow-Up: 2026-06-14
Next Step: Quote
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Contact Form
Fit Score: 53
Account NumberNo account number
Elite Body & Glass
Collision / Body Shop - Marion, IN 46814
OUT OF RANGEPhone: 555-232-1022
Email: elitebodyglass@example.com
Contact: Riley
Price CodeSpecial Quote
Do Not Contact
C - Later
Do Not Contact
C - Later
Owner: Anthony
Follow-Up: 2026-06-11
Next Step: Email
Needs a follow-up call after quote review with the parts manager.
Source: Other - General
Fit Score: 52
Account NumberW-22091
Indianapolis Route 31 Diesel
Wholesale - Indianapolis, IN 46260
R1Phone: 555-220-1080
Email: indianapolisroute31die@example.com
Contact: Morgan
Price CodeUnknown
Not Interested
A - Call First
Not Interested
A - Call First
Owner: Emma
Follow-Up: 2026-06-18
Next Step: Quote
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Contact Form
Fit Score: 52
Account NumberDT-7844
Kokomo Keystone Auto Body
Unknown - Noblesville, IN 46691
R4Phone: 555-253-1043
Email: kokomokeystoneautobody@example.com
Contact: Taylor
Price CodeMatrix B
Current Customer
D - Low Fit
Current Customer
D - Low Fit
Owner: Parts Team
Follow-Up: 2026-06-15
Next Step: Email
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - General
Fit Score: 51
Account Number001245
River City Collision
Towing - Auburn, IN 46222
OUT OF RANGEPhone: 555-216-1006
Email: rivercitycollision@example.com
Contact: Jordan
Price CodeMatrix A
Order Placed
C - Later
Order Placed
C - Later
Owner: Don
Follow-Up: 2026-06-12
Next Step: No Action
Needs a follow-up call after quote review with the parts manager.
Source: Other - Verified
Fit Score: 50
Account NumberBODY-881
Muncie Premier Mechanical
Other - South Bend, IN 46568
R1Phone: 555-274-1064
Email: munciepremiermechanica@example.com
Contact: Riley
Price CodeWholesale
Follow-Up Needed
A - Call First
Follow-Up Needed
A - Call First
Owner: Unassigned
Follow-Up: 2026-06-19
Next Step: Email
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - General
Fit Score: 50
Account NumberFLEET-220
Highway Truck Repair
Diesel / Truck - Fort Wayne, IN 46099
R4Phone: 555-237-1027
Email: highwaytruckrepair@example.com
Contact: Casey
Price CodeList -25%
Emailed
D - Low Fit
Emailed
D - Low Fit
Owner: Anthony
Follow-Up: 2026-06-16
Next Step: No Action
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Verified
Fit Score: 49
Account Number600293
Anderson Northview Collision
School / Education - , IN 46445
R6Phone: 555-225-1085
Email: andersonnorthviewcolli@example.com
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Emma
Follow-Up: 2026-06-06
Next Step: Email
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - General
Fit Score: 49
Account Number600125
Carmel Maple Street Motors
Dealer - Muncie, IN 46876
R1Phone: 555-258-1048
Email: carmelmaplestreetmotor@example.com
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Parts Team
Follow-Up: 2026-06-20
Next Step: No Action
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Verified
Fit Score: 48
Account Number700410
Midwest Glass & Collision
Collision / Body Shop - Elkhart, IN 46407
R4Phone: 555-221-1011
Email: midwestglasscollision@example.com
Contact: Jamie
Price CodeCost +20%
Research Needed
D - Low Fit
Research Needed
D - Low Fit
Owner: Don
Follow-Up: 2026-06-17
Next Step: Visit
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Manual Entry - Contact Form
Fit Score: 47
Account NumberA102
Noblesville Body Shop
Wholesale - Fishers, IN 46753
R6Phone: 555-279-1069
Email: noblesvillebodyshop@example.com
Contact: Casey
Price CodeNo price code
Bad Number
B - Good Target
Bad Number
B - Good Target
Owner: Unassigned
Follow-Up: 2026-06-07
Next Step: No Action
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - Verified
Fit Score: 47
Account NumberW-22091
South Bend Hoosier Fleet Repair
Unknown - Monticello, IN 46284
R1Phone: 555-242-1032
Email: southbendhoosierfleetr@example.com
Contact: Morgan
Price CodeUnknown
Not Interested
A - Call First
Not Interested
A - Call First
Owner: Anthony
Follow-Up: 2026-06-21
Next Step: Visit
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Contact Form
Fit Score: 46
Account Number001245
Greenwood Summit Collision Center
Fleet - Greenwood, IN 46630
R3Phone: 555-230-1090
Email: greenwoodsummitcollisi@example.com
Contact: Jordan
Price CodeMatrix A
Order Placed
C - Later
Order Placed
C - Later
Owner: Emma
Follow-Up: 2026-06-11
Next Step: No Action
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Verified
Fit Score: 46
Account NumberDMS-7731
Elkhart Mechanical
Other - Shelbyville, IN 46161
R6Phone: 555-263-1053
Email: elkhartmechanical@example.com
Contact: Jamie
Price CodeFleet
Quote Sent
B - Good Target
Quote Sent
B - Good Target
Owner: Parts Team
Follow-Up: 2026-06-08
Next Step: Visit
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - Contact Form
Fit Score: 45
Account NumberBODY-881
Cardinal Repair Group
Diesel / Truck - Carmel, IN 46592
R1Phone: 555-226-1016
Email: cardinalrepairgroup@example.com
Contact: Riley
Price CodeWholesale
Follow-Up Needed
A - Call First
Follow-Up Needed
A - Call First
Owner: Don
Follow-Up: 2026-06-22
Next Step: Follow Up
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - General
Fit Score: 44
Account NumberCUST-1042
Bloomington Circle City Collision
School / Education - Lafayette, IN 46038
R3Phone: 555-214-1074
Email: bloomingtoncirclecityc@example.com
Contact: Morgan
Price CodeList -32%
Left Voicemail
C - Later
Left Voicemail
C - Later
Owner: Unassigned
Follow-Up: 2026-06-12
Next Step: Visit
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - Contact Form
Fit Score: 44
Account Number600293
Warsaw Crossroads Fleet Services
Dealer - Richmond, IN 46469
R6Phone: 555-247-1037
Email: warsawcrossroadsfleets@example.com
Contact: Taylor
Price CodeCost +15%
Call Next
B - Good Target
Call Next
B - Good Target
Owner: Anthony
Follow-Up: 2026-06-09
Next Step: Follow Up
Ask about delivery route fit, monthly parts volume, and current ordering process.
Source: Existing Customer - General
Fit Score: 43
Account Number700410
Logansport County Line Towing
Government / Municipal - Anderson, IN 46815
UNKNOWNPhone: 555-235-1095
Email: logansportcountylineto@example.com
Contact: Jamie
Price CodeCost +20%
Research Needed
D - Low Fit
Research Needed
D - Low Fit
Owner: Emma
Follow-Up: 2026-06-16
Next Step: Visit
Sample note for demo purposes only. No real dealership account information is stored here.
Source: Unknown - Contact Form
Fit Score: 43
Account Number600125
Summit Collision Center
Collision / Body Shop - , IN 46000
R1Phone: Missing
Email: Missing
Contact: Jordan
Price CodeCost +10%
Untouched
A - Call First
Untouched
A - Call First
Owner: Emma
Follow-Up: 2026-06-06
Next Step: Call
Manager flagged as a good account to revisit after the next DMS export refresh.
Source: DMS Export - Missing email
Fit Score: 42
More
Account NumberNo account number
Auburn Towing
Wholesale - Bloomington, IN 46346
R3Phone: 555-268-1058
Email: auburntowing@example.com
Contact: Riley
Price CodeSpecial Quote
Do Not Contact
C - Later
Do Not Contact
C - Later
Owner: Parts Team
Follow-Up: 2026-06-13
Next Step: Follow Up
Needs a follow-up call after quote review with the parts manager.
Source: Web Research - General
Fit Score: 42