Use this guide when a customer tells you what kind of vehicle they hope to buy—even if you do not have that car in stock today.

Market interests live on the customer record in Contacts. They help your team remember year, make, model, budget, and notes when the right car appears.

What you will accomplish

• Add a market interest on a customer record with year, make, model, and optional budget.
• Read the Market Interests table on the customer page.
• Understand status labels such as active, paused, and fulfilled.
• Know how market interests differ from tags, notes, and marketplace listings.

When to use market interests

• A collector asks you to "keep an eye out" for a specific model or trim.
• A customer is shopping your marketplace but has not found the right car yet.
• Your sales team needs a written wish list tied to the correct person—not a sticky note at the front desk.
• You want one place to see budget and vehicle details before calling the customer about a new arrival.

Before you start

• The customer exists in Contacts.
• You know the year, make, and model the customer described (approximate is fine to start).
• Ask for a budget range when it helps your team filter opportunities.

Open Market Interests on the customer record

1. Open Contacts

   Click Contacts in the sidebar and open the customer—for example from All Contacts.

2. Scroll to Market Interests

   Scroll down the customer page until you see the Market Interests section.

   Expected result: You see a table with columns such as Vehicle, Budget, Status, Notes, and Created—or an empty state with Add Interest.

Add a market interest

1. Click Add Interest

   In the Market Interests section header, click Add Interest.

   Expected result: A window titled Add market interest opens.

2. Choose Year, Make, and Model
   • Year — pick from the dropdown (for example 2020).
   • Make — type to search makes (for example Porsche).
   • Model — type to search models (for example 911).

   Why this matters: Structured year/make/model fields help your team search and report consistently. Spelling counts—use the suggestions when they appear.

3. Add Trim (optional)

   If the customer cares about a specific trim (for example GT3 RS), choose Trim when the field is available.

   Skip trim when the customer is flexible.

4. Enter Budget (optional)

   Type the maximum budget the customer mentioned.

   Expected result: The amount saves in your facility's currency. Leave blank if the customer did not share a number yet.

5. Add Notes (optional)

   Use Notes for details that do not fit in the dropdowns.

   Examples: "Manual transmission only", "Open to Spider variant", "Needs to fit in existing storage spot".

6. Save the interest

   Click the save button at the bottom of the window (often Add interest or Save).

   Expected result: A new row appears in the Market Interests table with status active.

Understand status labels

Each interest has a Status badge in the table.

Update status when the customer's situation changes so your team does not call about a car they no longer want.

What success looks like

• Every serious buyer has at least one market interest on their record—not only a verbal promise.
• Budget and trim notes match what the customer said on the phone or in person.
• When a matching car arrives, any teammate can open the customer and see the wish list immediately.

Common mistakes to avoid

• Do not create a market interest on the wrong customer—always confirm the name at the top of the page.
• Do not use market interests for cars you are selling from inventory—use marketplace listings instead.
• Do not skip Notes when the customer gave important details (transmission, color, mileage limits).

Troubleshooting

What to do next

• Add and manage customer notes — capture communication preferences and follow-up promises.
• Publish marketplace listings — when you have a car ready to sell publicly.
• Respond to a conversation — tell the customer when you find a possible match.