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Marcus Hill

+1 (415) 555-0142 · marcus@example.com

Appt booked

Vehicle interest

2025 Toyota RAV4 Hybrid

Intent

sales

AI lead score

92

Source

inbound call

via carfax

Created

10/15/2026, 1:42:00 PM

Timeline

  1. Lead created from inbound call

    10/15/2026, 1:42:00 PM

  2. Inbound call — 8m 18s

    10/15/2026, 1:42:00 PM

    RAV4 Hybrid XLE inquiry

  3. AI handoff summary

    10/15/2026, 1:50:30 PM

    Caller is shopping for a 2025 RAV4 Hybrid (XLE trim). Trading in a 2018 CR-V. Booked Saturday 10:30am test drive with Jordan in sales. Pre-qualified for financing through manufacturer program.

  4. Test drive booked

    10/15/2026, 1:50:35 PM

    Saturday 10:30am with Jordan Reyes.

  5. Status → Appointment booked

    10/15/2026, 1:50:36 PM

  6. SMS from customer

    10/15/2026, 1:58:00 PM

    Confirmed! Can my wife join the test drive?

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