Mining filter idea
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Dave Messick
I think it would be nice if we could mine "previous customers" from the "description" field when entering customers.
Shelby Parker
Great to hear your perspective, Dave Messick! I have a few more questions for you:
- What specific criteria or keywords should be used to identify 'previous customers' from the 'description' field?
- How would you like the mined 'previous customers' data to be presented or used within the CRM system?
- Are there any specific use cases or scenarios where this feature would be particularly beneficial for your dealership?
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Dave Messick
When you enter a customer as a phone call, one of the description choices is "previous customer." Would be nice to mine customers using that exact keyword. I believe it would be a great tool to follow up on sold customers and keep from losing track of them as well as following up for referrals.