Schedule a Visit Requests From Inventory Pages

A shopper picks the car, picks a time and asks to come in, from a sheet that rises from the bottom of their phone, and the request lands in the CRM with the vehicle attached.

Schedule a Visit is the sheet under every vehicle on your brand pages, your dealer page and your inventory pages that lets a shopper ask to come in and see that car at a time they choose, and it delivers the request to your team with the vehicle attached. It sits beside a general request sheet, for the shopper who has a question rather than a date in mind. Both are built into Inventory Link, and both are designed for the device most shoppers are holding, which is a phone.

On a phone every panel rises from the bottom of the screen. That is a deliberate choice rather than a detail. A web form that pops up in the middle of a small screen fights the keyboard, hides the vehicle, and gets abandoned. A sheet that slides up from the bottom, the way the apps a shopper already uses behave, feels like something they have done before. They fill it in and send it. The difference between those two experiences is the difference between a request and a bounce.

The request itself is a lead of the best kind: a person who chose a specific vehicle, picked a time, typed their own contact details and asked to hear from you. It is part of the platform subscription, and it turns the pages that show your cars into the pages that fill your appointment board.

It is nine at night. A shopper on your dealer page has found the pickup she wants. She taps Schedule a Visit, the sheet rises from the bottom of her phone, and she picks Saturday morning, adds her name and number and a line about wanting to see the bed liner, and sends it. The confirmation appears and she goes to bed. Your store is closed and nobody did anything.

At eight the next morning the request is in the dealer portal under Requests and in the LeadLocate CRM as a lead with the pickup attached. Notifications fired the way the store has them set, so the BDC agent who opens first sees it before the coffee is poured. He checks In Store Now to confirm the truck is physically on the lot, opens the composer, taps the vehicle insert button, and texts her back: the truck's card with the photo and price, a confirmation of Saturday at ten, and the name of the salesperson who will meet her. He puts the appointment on the shared team calendar so the whole floor can see it, and assigns the lead by round robin if the store runs it that way.

Saturday at ten she walks in, the salesperson knows her name and the truck, and the truck is pulled up front. The store did three things on its side: read the request, reply with the vehicle, put the time on the board. The shopper did the rest, at night, on her phone, because the sheet made it easy. Our what to expect from car sales leads page explains why a request like this is worth answering fast even when the shopper's budget and the truck's price are not yet the same number.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

Prefer to talk right now? Call or text 844-376-2274.

The Schedule a Visit sheet and the request sheet appear on the shopper facing pages Inventory Link publishes: the brand pages and brand hero pages for each make you carry, the dealer page for the store, and the inventory pages the builder produces, including per salesperson sites. A shopper on your own dealership website reaches the same request path through the embeddable inventory widget, so wherever your inventory is displayed, the sheet is under it.

On the dealer side, the request arrives in the portal under Requests and in the inbox, and in the CRM as a lead with the vehicle attached. The portal opens from the My Inventory button in the dock at the bottom of the CRM, with single sign on, and the Calendar item in the CRM main menu is where the appointment goes on the shared team calendar. The shared team calendar page covers how the floor sees the day's appointments.

On the phone, the LeadLocate app carries the inventory list with a detail sheet, Quick Schedule for putting the appointment on the calendar from the lot, and the SMS inbox for the reply. A salesperson answering a visit request between customers can do all three without a desk. The dealer portal is in the app stores under the listing name MyInventory.Link for managers who watch the Requests view from a phone.

Most dealer websites have a form. It is a generic contact form, it opens in the middle of the screen, it asks for the same fields whether the shopper wants a brochure or a test drive, and the submission arrives as an email with no vehicle attached. Stores that want better pay a chat vendor or a scheduling tool for a widget that floats over the page, at a monthly fee, and its submissions arrive in that tool's dashboard rather than in the CRM, so someone re-keys them.

Schedule a Visit is built into the pages that show the car, the request carries the car, and it lands in the CRM as a lead. There is no re-keying and no second dashboard. It is a different job from making those inventory pages rank in search, which our used car inventory SEO page covers, including what happens to a page after the car sells. This page is the product side: what happens when the shopper is already on the page and wants to come in.

The cost is the plan you are on. Schedule a Visit is part of the platform subscription, month to month, and the pricing page lists what each plan includes.

The cleanest contact a dealership can make is the one the customer requested. A Schedule a Visit request is exactly that: the shopper chose the vehicle, chose the time, typed their own phone number and asked to hear from you. That is inbound, opt-in contact, and the CRM logs the conversation from the first reply, so there is a record of what was requested and what was answered. Every call, text and email on that lead is in one communications log.

The vehicle traveling with the request matters too. The reply quotes the unit the shopper chose, with the decoded trim and the price from the inventory record, so the car they asked about and the car they are told about are the same car. When the store's do not call rules and blacklist apply, they apply here as anywhere in the CRM. What the store promises about the visit, the time, the salesperson, the truck up front, is on the store, which is how it should be.

It comes with the pages. Once your inventory is in Inventory Link, from a feed, from an import of your own dealership website, or from auto broker inventory mode with no lot at all, the brand pages, the dealer page and the inventory pages carry the Schedule a Visit sheet and the request sheet. An inventory feed and DMS access are not required. Fill in Profile in the dealer portal so the pages show the right hours, and set your notification preferences in the CRM so the right people hear about a request the moment it lands.

If you want the sheet to ask a question the standard version does not, or want it placed on a page the platform does not publish, that is available on request, our team puts it in production for your dealership. To see it before you decide, the pre-recorded live demo shows a shopper sending a visit request from a phone and the lead landing in the CRM, and the contact page reaches a person who will set it up on your own inventory.

A visit request wants three things on the store side: a fast reply with the vehicle, a time on the board, and someone at the door. Pair the sheet with the two-way texting inbox and the vehicle insert button, so the reply carries the car. Pair it with the shared team calendar and Quick Schedule on the phone app, so the time is where the floor can see it, and with round robin assignment and lead notifications, so the request reaches a person within minutes rather than sitting in a queue.

Pair it with In Store Now, so the salesperson confirming Saturday knows the unit is physically on the lot, and with appointment booking links for the follow up when a shopper needs to move the time. Stores that run offers pair it with brand offer pages and the OEM Incentives Showroom, so the visit is about a program as well as a car. The all features page lists the rest of what surrounds it.

Plainly: the appointments you already have are yours. If our side is unreachable for an hour, the requests already delivered are in the CRM for your team to work, the appointments already confirmed are on the calendar and in your customers' text threads, your dealership website keeps serving through your web vendor, and your phones keep ringing. A shopper who wants to come in can still call, and the store still opens Saturday at nine.

When service returns, the sheets are live again on every page and the next request lands the same way. Nothing about how your store sets an appointment has been moved onto our servers as a single point of failure.

Which pages carry the Schedule a Visit sheet?

The brand pages and brand hero pages Inventory Link builds for each make, the dealer page for the store, and the inventory pages the builder publishes, including per salesperson sites. Shoppers on your own dealership website reach the same request path through the embeddable inventory widget.

What is the difference between Schedule a Visit and the request sheet?

Schedule a Visit is for the shopper who wants to come in and see a specific vehicle at a time they choose. The request sheet is for the shopper with a question. Both rise from the bottom of the screen on a phone and both land in the portal and the CRM with the vehicle attached.

Does a visit request go straight onto my calendar?

It lands in the CRM as a lead with the vehicle and the requested time attached. Your team confirms it, replies with the vehicle card, and puts the appointment on the shared team calendar, from the desk or with Quick Schedule on the phone app.

Who gets notified when a request arrives?

Whoever your CRM notification settings name: notify emails and numbers, per-user preferences, sound alerts and on-screen toasts. Round robin assignment can route the lead to the next person in line.

Does it work without an inventory feed?

Yes. The sheet is on the pages Inventory Link publishes, and inventory can come from a feed, from an import of your own dealership website, or from auto broker inventory mode. An inventory feed and DMS access are not required.

Is Schedule a Visit an extra charge?

No. It is part of the LeadLocate platform subscription, month to month. The pricing page lists the current plans and what each includes.

Give us your website address or a feed and we will show a visit request sent from a phone and landing in the CRM with the vehicle attached, before you decide anything. Month to month, no long term contract.

Prefer to talk right now? Call or text 844-376-2274.