Dealer Control
Team Management
Sales Connected. Dealer Controlled.
The salesperson may change. The dealership relationship remains. Add, edit, suspend, deactivate and reassign the people at ABC Motors. Employment status is separate from the green / yellow / red performance light.
This screen demonstrates the intended dealer-control workflow with sample data. Actions here update this demo only.
Who owns these relationships
The dealership retains ownership and control of its customer records, employee assignments, communication history, follow-up history, and referral information.
Sales Connected. Dealer Controlled.
| Team member | Employment | Performance | Customers | Open items | Referrals | Actions |
|---|---|---|---|---|---|---|
 | Departing | record | 46 | 1 | 12 | |
 | Active | record | 37 | 2 | 9 | |
 | Active | record | 39 | 1 | 8 | |
 | Active | record | 41 | 0 | 10 | |
 | Active | record | 32 | 2 | 7 | |
 | Active | record | 24 | 6 | 4 | |
 | Temporarily Inactive | record | 20 | 5 | 3 | |
 | Active | record | 12 | 12 | 1 | |
 | Active | record | 9 | 12 | 0 |
Jake Anderson
Senior Sales Consultant
46
Customers
1
Open items
12
Referrals
Sofia Ramirez
Sales Consultant
37
Customers
2
Open items
9
Referrals
Marcus Johnson
Sales Consultant
39
Customers
1
Open items
8
Referrals
Raj Patel
Sales Consultant
41
Customers
0
Open items
10
Referrals
Kevin Nguyen
Sales Consultant
32
Customers
2
Open items
7
Referrals
Emily Carter
Sales Consultant
24
Customers
6
Open items
4
Referrals
Dan Whitaker
Sales Consultant
20
Customers
5
Open items
3
Referrals
Denise Brooks
Sales Consultant
12
Customers
12
Open items
1
Referrals
Ashley Morgan
Sales Consultant
9
Customers
12
Open items
0
Referrals
Guided demonstration — a salesperson leaves
Jake Anderson is flagged Departing. This is the complete offboarding flow, end to end.
1. Salesperson marked as Departing
Jake Anderson is flagged Departing in Team Management. Nothing is deleted; his records stay intact while offboarding is prepared.
2. Review what he owns
The dealership sees Jake’s assigned customers, open follow-ups, open messages, and his lifetime referral attribution before making any change.
3. Start Deactivate & Reassign
A Dealer Super Admin or GM opens the guided flow. This is a dealership action — the salesperson cannot do it to themselves.
4. Choose where customers go
Pick a destination: another salesperson, the BDC Team, a manager, or the Unassigned Queue. Reassign all, selected, or in bulk.
5. Preview the transfer
See exactly which customers, open follow-ups and open messages will move to the new owner before confirming.
6. Disable login & block access/exports
On confirm, Jake’s login is disabled and his ability to access or export customer data is blocked.
7. Transfer open items
Open follow-ups and unreplied messages move to the new owner so no customer is left waiting.
8. Preserve history & attribution
Communication history, follow-up history, and Jake’s original referral attribution are preserved on the record — not erased.
9. Notify the customer
Affected customers see “Your dealership contact has been updated.” with the new rep’s card. The dealership app, icon and links stay the same.
10. Write the activity log
The full action — who did it, when, what moved where — is recorded in the dealership activity log.
11. Records stay with the dealership
Jake is Deactivated. The customer relationships, data and referral credit remain owned and controlled by the dealership.
Want to see it from the customer’s side? Open the customer app demo to see the “Your dealership contact has been updated” experience — same dealership app, icon and history, new rep card.