The Inventory page allows users to filter and identify aged inventory and view the lead count associated with each vehicle. However, to see the actual lead details, users must click into each vehicle individually, making it extremely time-consuming to work aged inventory opportunities at scale.
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Christine Conley
Create a report or mining tool that allows users to:
Filter inventory by age
Example: 60+, 90+, 120+, 180+ day-old units.
Ability to filter by New/Used inventory.
Ability to filter by specific makes/models if desired.
View all associated leads in one report
Display every customer who submitted a lead on the selected aged inventory.
Include customer name, phone number, email, lead date, lead source, and assigned salesperson.
Export lead data
Export all matching customer leads to Excel/CSV.
Allow dealerships to create call lists and email campaigns for aged inventory.
Inventory Age as a Mining Criteria
Add Inventory Age as a filter within the Mining tool so users can build customer audiences based on vehicle aging without having to navigate through Inventory.
Business Value:
This would allow dealerships to proactively re-engage customers who previously expressed interest in vehicles that are still in stock and aging, creating an efficient call list for BDC and sales teams while helping reduce aged inventory.
Example Use Case:
"Show me all leads from customers who inquired on used vehicles currently aged 90+ days and allow me to export their contact information for a follow-up campaign."
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Christine Conley
Thanks, Shelby. Yes, those fields are exactly what I would consider the minimum requirements for the export:
• Customer Name
• Phone Number
• Email Address
• Lead Date
• Lead Source
• Assigned Salesperson
A few additional fields that would be extremely valuable:
• Vehicle Stock Number
• Year / Make / Model
• Current Inventory Age (days in stock)
• Lead Status (Open, Sold, Lost, etc.)
• Last Contact Date
• Last Activity Date
The primary use case is absolutely inventory age buckets (60+, 90+, 120+, 180+) with the ability to filter by New or Used inventory and further narrow by make/model if desired.
From an operational standpoint, the biggest value would be the ability to generate a single list of customers who previously inquired on vehicles that are still available and aging. Today we can see lead counts by vehicle, but having to click into each unit individually makes it difficult to work these opportunities at scale.
Ideally, the Mining tool would also include Inventory Age as a filtering criterion so users could build audiences directly from Mining rather than navigating through Inventory first.
An added bonus would be the ability to push the resulting audience directly into a campaign or workflow without requiring a manual export/import process.
The ultimate goal is to give BDC and sales teams a fast way to re-engage customers tied to aged inventory, create call lists, launch targeted campaigns, and help dealerships reduce aging units more efficiently.
Shelby Parker
Thanks for sharing this, Christine Conley — really helpful context, and I totally hear you on how time-consuming it is to click into each vehicle just to get to the lead details. I’m looping this into our review with the team so we can assess the best path forward (report/mining criteria + export). If you’re open to a quick follow-up: which fields are must-haves in the export (e.g., name/phone/email, lead date/source, assigned salesperson), and are you mainly looking to work this by inventory age buckets like 60/90/120/180+ across New/Used and make/model filters?