Add column searching for customers with extended warranties purchased, and their expiration date on the "warranty expiration campaign" in AIM
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Jeff Wilson
Our F&I group want to start reaching out to customers whose warranties are coming due and market extended warranties to them. However customers who have purchased extended warranties are not included currently. The two end dates could overlap.
Shelby Parker
Thank you for posting, Jeff Wilson! I have a few more questions for you:
- What specific criteria should be used to identify customers with extended warranties for the campaign?
- How frequently should the warranty expiration data be updated in the system?
- Are there any specific data privacy concerns or permissions needed for accessing and using customer warranty information?