Who this guide helps
Dealers and brands sharing incoming prospects
The short answer
Define handling responsibility and evidence, not ownership of a person. An enquiry can involve consent, privacy and several channels before it becomes a sale.
Practical workflow
Ask how leads are assigned, accepted, followed up and returned if inactive. Identify permitted use of customer details and the source of any consent required. Separate referral credit from sales commission. Define how duplicate enquiries and existing accounts are reviewed.
What a useful handoff looks like
Request an auditable record with assignment time, responsible team and next action. Use fictional duplicate scenarios to test rules. Have privacy and contract questions reviewed by appropriate professionals.
Mistakes to avoid
Do not upload customer details to a shared sheet without permission or assume a first message grants permanent control of an account.
Working example: fields to record
| Field | Illustrative entry — replace with your own facts |
|---|---|
| Lead source | Brand enquiry or dealer referral |
| Assignment evidence | Time and accepting team |
| Duplicate rule | Existing account review process |
Add your own entries; the example is illustrative. Keep sensitive information private.
Sources & further checks
Official references are starting points for further checks, not approval of a specific case, product or project.
Editorial note
AI-assisted editorial guidance; not expert certification.
Original editorial guidance. Examples are illustrative, not client cases, measured outcomes or promised services.
Legal and health-related decisions require appropriately qualified local professionals. This site is an independent editorial resource, not a law firm or medical provider.