Mining 2.0 | Voters | DriveCentric

Mining 2.0

complete

Jonathan Schultz

Updated Customer Mining allowing for a richer user experience. More filters, Mass Assign Tasks, Assign Customers etc.

Jonathan Schultz

Merged in a post:

Working Multiple Customers

Peter Fitzpatrick

Would like to be able to have a list open, work customers out of the list/report and still be able to see the responses/leads from customers without losing the list.

Jonathan Schultz

The Mining tool is a great solution to this request!! You can create and work form ANY list you want to filter by! Reach out to chat support for a walk through :)

Lisa Bustos

nice. do yall have a video yet covering richer experience nuances?

Shawn Goebel

marked this post as

complete

Amanda Garcia

The update took away vehicle filters, I filter buy what vehicles we have on the lot, but now I can't access from mining, at least that I've found.

Jonathan Schultz

Merged in a post:

Make Filters Useful

Emily Knope

when I select "ford", can it be filtered to only show Fords? That would be logical...

Dawn Owens

Do we have an ETA of when the new mining tool will be available?

Jonathan Schultz

Emily Knope Thank you for the feedback! Depending on which screen you are referring to this should be the way in which filters work. There is however data discrepancy when pulling information back from the DMS and/or mistyping a name of a make when creating a custom vehicle - we hope to eventually add dropdown when adding a custom vehicle that will smooth some of these inventory issues

Shawn Goebel

Merged in a post:

Schedule Tasks as Groups

Justin Studer

Would be extremely helpful to be able to mass assign tasks in the Mining Dashboard or something similar. i.e. In Mining if I were to sort customer open deals by deal stage and assign a task to all: <Specific Deal Stage, Specific Source, Within a Specific Date> For all the customers mined. 🙌

Shawn Goebel

Justin Studer Thank you for the feature request! This is something we have planned for New Mining! Keep your eyes peeled for the announcement of the new feature in the near future!

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