Sales Merge

The Sales Merge tool is available to all Salespeople and Sales Managers (based on user access), limiting Salespeople to only view their own deals. Sales Merge is used to link up recently sold deals to matching prospect files entered in DealerMine. Once a prospect is entered into DealerMine, it is permanently stored, and is unable to be removed. Once a prospect buys a vehicle, most often a new customer file is created in your in-house system when the deal is taking place, which in turn creates another customer file in your DealerMine database once we pull over the F and I data.

Using our Sales Merge tool, you can merge all sold customers to any matching prospect file(s) in your database. This will combine all customer/vehicle information into one file, meaning only one file will be found when searching, moving forward. By matching up sold customers with prospect files you are merging all history on the prospect file with the recently sold customer file. This ensures all contact history, traffic log history, email history, is merged after the sale. The parent file will be the sold customer and the child files will be any other files linked up during the merge.