Feature Requests

The ability to freeze a mining list at a specific point in time. If we were able to us filters to setup a list, and then freeze it, so that the information does not update until unfrozen, it would benefit teams (especially when marketing) as it allows the same customer data to be accessed at a later date without having to worry about that data adjusting due to updates to customer profiles (like latest attempt updating following an email blast). I ran into an issue recently, following sending a email blast, where our target list adjusted from 200 to 7 customers following an email, so this made it challenging to assign a follow-up call task, and then a week later, to analysis whether those assigned calls had been made or not, which hurts our ability to mange campaigns. Going forward, I know the new 2.0 Email blast tool will help with this issue, but what about Private Sale list exports, or special events, there are many cases when it would be beneficially to be able to "freeze" it an access this list of customer unchanged in the future.

I saw that this was brought up before but looked to be closed out. I too was mining some orphan customers because we had some new Chevy Trax come in. I was looking for all customers who, in the past, were interested in a Trax but there was no category on the mining tool to view vehicles of interest. Vehicle of interest year, make, model and trim categories would be amazing. It would also be beneficial to have the same options under Trade In. When people are looking for specific vehicles, we could reach out to see who, at some point, was interested in trading in that specific vehicle.

Can we add a filter that allows us to group a customer based on their interest in a particular model and trim. Example, grouping all of our Ford Raptor leads

Can you please add a Filter for next task date... allow us the ability to sort by date of Next Task added to the mining tool. This way I can assign new tasks only to the deals that do not have one currently open or assigned for today.

break out certified as an option

Search by has VSC, GAP, or any other F and I product

In the data mining section, its would be beneficial to have the ability to filter by vehicle purchase price (DMS Retail Value) in the mining section, to help narrow down target vehicles & remove as-is vehicles from mining lists of past customers & contacts.

I'd like to have Source Description Groups added to the mining tool. This would allow much more flexibility when mining lists.

Ability to see the breakdown of columns of 1st, 2nd, 3rd, 4th, 5th attempts on deals via mining

Feature would be used to filter customers by last service date. We would utilize this to email customers for service-to-sales messaging. We could ideally have this set up with a monthly "upgrade" message.