How to Search for and Manage Leads and Deals by Stock Number in DriveCentric
DriveCentric offers multiple tools and methods to search for and manage leads and deals associated with specific stock numbers. This guide provides a comprehensive overview of the available options and step-by-step instructions to help you efficiently locate and analyze relevant data.
Overview of Tools for Stock Number Searches
DriveCentric provides three primary tools for searching and managing leads and deals by stock number:
Inventory List View: Ideal for viewing leads and deals directly from the inventory.
Quick Search Bar: A fast way to locate specific stock numbers and their associated records.
Mining Tool: Advanced filtering and reporting for detailed searches.
Using the Inventory List View
The Inventory List View is a powerful tool for locating leads and deals tied to a specific stock number. Follow these steps:
Navigate to the Inventory section in DriveCentric.
Switch to List View using the toggle on the right side of the screen.
Search for the stock number in the inventory search bar.
In List View, you will see columns for: - Leads: Internet-sourced leads tied to the stock number. - Deals: All deals associated with the stock number, regardless of source.
Click on the numbers in the Leads or Deals columns to view detailed records.
Using the Quick Search Bar
The Quick Search Bar is a convenient way to locate stock numbers and their associated records. Here’s how to use it:
Copy the stock number you want to search for.
Paste it into the Quick Search Bar at the top of the DriveCentric interface.
The search results will display all leads and deals linked to that stock number.
Advanced Filtering with the Mining Tool
The Mining Tool allows for more detailed searches and filtering. Use it to locate customers, leads, and deals associated with a stock number:
Open the Mining Tool and select Mine Deals.
Click Add Filter and choose Stock Number.
Set the operator to Contains and enter the stock number.
Apply the filter to view all related leads and deals.
Additional Features of the Mining Tool:
View deal creation dates for a stock number.
Filter by customer interest or wishlist.
Note: Data in the Mining Tool updates overnight, so new leads may not appear until the next day.
Tips for Optimizing Searches
Customize Columns: In the list view of any stage (Leads, Engaged, Visit, etc), use the Customize Columns option to add the Stock Number column for easier sorting and filtering. - Steps: - Open the leads or deals list view. - Click Customize Columns. - Drag the Stock Number column into your active columns. - Save your changes and sort by Stock Number.
Check Permissions: Ensure you have the necessary permissions to access store-level customer data or request assistance from an Expert User (EU) for broader access.
Switch Views: In the Inventory section, if you don’t see the desired data, try switching between Tile View and List View.
Conclusion
By leveraging the Inventory List View, Quick Search Bar, and Mining Tool, you can efficiently search for and manage leads and deals associated with specific stock numbers in DriveCentric. Customize your views and filters to optimize your workflow and gain deeper insights into customer activity.