Previous Deal Info Request
C
CARY GARDNER
How can we see more information from previous deals such as lender name and APR?
Shelby Parker
Hi CARY GARDNER — thanks for raising this! To make sure we’re looking in the right place, can you share where you’re currently trying to view previous deal info (e.g., inside the customer record, a deal history view, or somewhere else) and what you’re seeing today that feels too limited? Also, when you say “previous deals,” do you mean deals completed in your DMS, deals created in DriveCentric, or both? And beyond lender name + APR, are there any other prior-deal fields you’d want surfaced to make this workflow work for you?