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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.

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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.

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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.
Market interests are not inventoryAdding a market interest does not list a car for sale. It records what a customer wants to buy. To publish a vehicle publicly, use Publish marketplace listings.

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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.

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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.
Customer detail page Market Interests table showing two vehicle requests with year make model, budget, status, and notes
Each row is one vehicle the customer asked your team to source. The section header shows how many requests are on file (for example 2 requests on file).

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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.
Add market interest dialog with Year, Make, Model, Trim, Budget, and Notes fields
Fill in as much as the customer told you. You can add more interests later if they are shopping for multiple vehicles.

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Understand status labels

Each interest has a Status badge in the table.
Market Interests table showing active, paused, and fulfilled status badges on different vehicle rows
Status badges help your team see at a glance who is still shopping, who asked to wait, and who already found a car.
Update status when the customer’s situation changes so your team does not call about a car they no longer want.

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Update or remove a market interest

When a customer changes their mind, you can update the row on their record without creating a new customer.
1

Open the customer's Market Interests table

Go to All Contacts, open the customer, and scroll to Market Interests.Expected result: You see each vehicle wish list as its own row with Vehicle, Budget, Status, and Notes columns.
2

Open the row you need to change

Click the row (or the edit action on that row) for the interest you want to update.Why this matters: Keeping one row per vehicle prevents duplicate outreach when two teammates both think they should call about the same Porsche.
3

Change Status when their plans change

Pick the status that matches what the customer told you:
  • active — still shopping
  • paused — asked to wait; check back later
  • fulfilled — they bought a matching car through your facility
  • cancelled — no longer looking for this vehicle
Expected result: The badge in the Status column updates. Your sales team can scan the table and skip rows that are no longer active.
4

Update budget or notes when details change

If the customer raised their budget or added trim requirements, edit those fields on the same row.Why this matters: A stale budget causes your team to skip cars the customer would actually buy—or call about cars above their range.
5

Save and confirm on the customer page

Save your changes and stay on the customer record long enough to confirm the table looks right.Expected result: The updated status appears in Market Interests and in the customer’s Activity timeline.
Fulfilled vs cancelledUse fulfilled when your facility helped them buy the car. Use cancelled when they bought elsewhere or stopped looking. Both stop future outreach—the label helps your team report sourcing wins later.

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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.

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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).

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Troubleshooting

Make or Model search shows no resultsCheck spelling. Try a shorter search term. If the vehicle is very rare, pick the closest make/model and put exact details in Notes.
I added an interest on the wrong customerDelete or cancel the incorrect row, then add the interest on the correct customer record. Double-check the customer name before saving.
The customer found a car elsewhereChange the status to fulfilled or cancelled so your team stops outreach for that row.

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What to do next