The lead is already open
Opening a second app is easy. Repeating the lead search, finding the vehicle again, and deciding whether both tabs still refer to the same person is the expensive part.
LotPro Companion keeps the supported CRM record open and places focused LotPro tools beside it: Workspace, Follow Up, Inventory, templates, calculator, and phone links.
Read the minimum fields for the selected action
The extension does not need to recreate the CRM record. Each adapter selects the lead and vehicle fields needed for a specific action, uses them in the current task, and keeps compatibility logic tied to the page that supplied them.
Phone numbers are handled in memory for supported phone actions. CRM authorization tokens are not reused as LotPro credentials.
Wait for the panel to be ready
An embedded panel loading is not proof that it is ready to receive lead fields or appearance settings. The host and panel now use an explicit readiness message before sending the current payload, and the receiver checks both the expected origin and window.
This small handshake prevents the first update from disappearing during a slow load and avoids broadcasting dealership information to unrelated frames.
Current compatibility
DriveCentric currently has the broadest adapter coverage. AutoHub support is narrower, and supported fields and actions vary by page. Compatibility does not imply sponsorship, endorsement, or partnership.