Pulling your previously sold customers, or a list of sold vehicles, is easy in DriveCentric. For users without reporting, there are two locations you can locate this information, your pipeline and customer mining!
From the Pipeline
Step 1) First, your pipeline contains this month's current deliveries in the Delivered bucket.
Step 2) If you need to see a previous time frame you can utilize the filter icon, select Date and select from the list of available options.
Step 3) You can select the preset dates we have programmed in by default, or you can choose to select a "Custom" date, where you can select your Start and End Date for the Delivered Deals you are wanting to obtain a list for.
From Customer Mining
Step 1) Click on the magnifying glass on your menu bar.
Step 2) We have a default Segment called "Deliveries This Year" and you can click this segment it will open all your Delivered Deals this year.
Step 3) Once the segment opens, you can then change the date range to pull all the Delivered Deal records based on the specific timeframe you choose.
If you have any questions, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!