Build relationships inside DriveCentric
With the new Connections feature, you can link customers together in DriveCentric to reflect their real-life relationships. This helps you and your team better understand networks of customers, referrals, and households.
What Connections Do
Link customers as spouse, parent, child, sibling, friend, coworker, or referral.
See connections directly on the Customer Contact Card.
Connections are mirrored both ways automatically (e.g., Spouse ↔ Spouse, Parent ↔ Child).
Every connection add/remove is logged on both timelines for clarity.
Who Can Add Connections
Store Data Access → Connect any customer in the store.
Team Data Access → Connect customers if your team is assigned on their deal.
User Data Access → Connect customers if you are listed as Sales 1, Sales 2, BDC, Closer, or Service BDC.
How to Add a Connection
Open the Customer Contact Card.
Under Details, click Connections → Add Connection.
Search by name, phone, email, stock number, or VIN (results show after 2+ characters).
Select the customer you want to connect.
Choose a relationship type from the dropdown.
Click Add Connection to save.
Managing Connections
Add multiple connections by repeating the steps.
Remove a connection by clicking the X next to it (except for claimed customers).
Clicking a connection’s name takes you straight to that customer’s card.
Special Rules
No duplicate connections between the same two customers.
Merging customers keeps or removes connections based on overlap.
Connections are severed if a customer is transferred to another store.
Pro Tip: Connections are unlimited—map out entire households, businesses, or referral networks to see the bigger picture and create new opportunities.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!