The sales desk needs more than a note field.
A real deal path includes customer context, vehicles, trade information, payment scenarios, offers sent, showroom status, and what happened after the customer left.
Desking and Desk Log
Connect the offer, the visit, and the sold outcome.
TECOBI’s desking workflow gives teams a structured way to build customer-facing offers while Desk Log keeps showroom and remote sales activity tied to the customer record. The result is cleaner sales process visibility: what was shown, what was offered, who worked the customer, what sold, and how the outcome should be attributed.
Offers Digital pencils and snapshots
Showroom Desk Log activity tracking
Attribution AI-assisted sold outcome review
Deal workspace
Digital pencil $525 - $575/mo 60 mo · trade equity applied · fees and taxes included
48 mo 60 mo $2k down $612 $525 $4k down $568 $489
In showroom 3 steps complete Snapshot sent
The sales process gap
Most CRMs do not capture what actually happens at the desk.
A lead record can tell you who the customer is. It usually does not show the full desk process: which offer was built, whether the customer was in showroom, which steps were completed, what vehicle sold, or how much TECOBI influenced the outcome.
Offers and showroom activity should stay connected.
When pencils, appointments, walk-ins, notes, and sold outcomes live in different places, managers lose the full picture of how a deal actually moved.
Sales attribution gets messy without a structured log.
If the sold outcome is not tied back to lead history, provider context, TECOBI touches, and desk activity, it is hard to understand what influenced the sale.
Desking
Build offers customers can actually review.
Dealdesk pencils help the team move from rough numbers to structured offer scenarios. Users can work with vehicle information, trade details, incentives, fees, taxes, add-ons, payment ranges, and customer-visible snapshots.
01
Build structured offer pencils
Create deal pencils tied to a lead and vehicle, including selling price, MSRP, trade value, trade owed, gross profit, fees, taxes, rebates, discounts, add-ons, and hidden customer-facing fields.
02
Show payment scenarios
Use down payments, loan, lease, or cash scenarios to generate a customer-friendly payment matrix instead of sending one static number.
03
Send snapshot offers
Create PDF or digital offer snapshots, mark them sent, and keep a history of what the customer saw at that point in the deal.
04
Let customers respond digitally
Customer-facing offer pages can show vehicle info, trade info, incentives, add-ons, totals, disclosures, and accept or decline activity.
05
Preserve deal history
Snapshots can be linked to desk logs so managers can see which offers were connected to each showroom or remote sales activity.
06
Support real deal complexity
The workflow supports taxes, registration fees, manual taxes where needed, templates, add-on options, incentives, and customer-visible field controls.
Desk Log
Turn showroom and remote activity into a managed sales workflow.
Desk Log gives the sales desk a structured operating view for customer visits, remote deal activity, process steps, notes, pencils, and sold outcomes. It is designed for the work that happens after a customer becomes active, not just the lead capture moment.
Track each sales interaction
Desk Logs can capture date, lead, co-buyer, appointment, vehicles, vehicle interests, trades, pencils, walk-in status, remote status, and in-showroom status.
Run a process checklist
Configurable Desk Log steps are seeded from settings, with separate in-store and remote applicability so teams can standardize the process without making every deal identical.
Keep notes on the desk activity
Desk Log notes keep manager and user context attached to the sales activity instead of burying decisions in unrelated CRM notes.
Monitor showroom status
Managers can see leads currently in showroom, leads that were in showroom any time, walk-ins, appointments shown, pencils, and sold activity.
Mark sold outcomes cleanly
Sold Desk Logs require a lead, sold vehicle information, sold timestamp, sold user, and can include gross profit so the outcome is more than a status change.
Connect back to the conversation
Users can open the lead conversation from the Desk Log, keeping text, call, appointment, and desk context connected.
Manager visibility
Give managers a live view of active sales activity.
Desk Log is built around the questions managers ask every day: who is here, which appointments showed, which customers have pencils, which visits sold, and which activity needs follow-up before it disappears.
Today, yesterday, week, and month date viewsSearch by customer nameFilters by salesperson and managerFilters for walk-ins, new leads, appointments shown, pencils, solds, remote, and in-showroomQuick summary chips for active desk activityIn-showroom lead clearing when a visit is completeOffer snapshot count by Desk LogNotes and attribution action menus
AI sales attribution
Understand what influenced the sold outcome.
A sold Desk Log can become the anchor for attribution review. TECOBI can help evaluate provider influence, customer engagement, TECOBI touches, appointment support, and late-stage activity so attribution is not limited to a simplistic first-source answer.
Start with a sold Desk Log
The attribution workflow only makes sense when the Desk Log has a lead, a sold outcome, and a sold date.
Review the customer history
TECOBI can evaluate lead source context, provider history, customer engagement, TECOBI touches, appointment support, reactivation, and late-stage activity.
Score influence with evidence
Attribution data can include provider percentages, a TECOBI percentage, confidence, summary, and reasons instead of relying only on first-source or last-touch logic.
Use it to improve operations
Managers can use attribution to understand where AI, texting, provider sources, showroom process, and follow-up contributed to closed business.
Connected platform
Desking works best when it stays connected to conversation and reporting.
TECOBI keeps sales desk activity closer to the customer journey, so appointments, profile actions, conversations, offers, and sold outcomes can be managed together.
Appointment Scheduler
Desk Logs can connect to appointments and appointment-shown activity so scheduled visits become part of the sales workflow.
Explore Appointment Scheduler Custom Profile Pages
Customer-facing deal snapshots live beside the same profile-page layer used for scheduling, documents, forms, and customer actions.
Explore Custom Profile Pages Reports and AI Reporting
Desk Log outcomes can feed sold tracking, attribution, source performance, and operational reporting.
Explore Reports and AI ReportingDesking and Desk Log
Bring the sales desk into the same AI-powered operating layer.
TECOBI helps teams connect digital offers, customer conversations, showroom activity, sold outcomes, and attribution in one workflow.