Hover over any Previous Customers segment on the customer list, customer profile, or appointments screen, and additional info and definition will appear.
Master list of the possible tags and definitions that you might see in Previous Customers.
| TAG |
HOVER STATE TEXT
|
| Finance | Customer financed the vehicle. |
| Factory Warranty | Purchase customers that currently have a Factory warranty that is expiring in less than 90 days. |
| Finance Upgrade | Loan customers who are in a positive equity position. |
| Anniversary | This customer's vehicle purchase anniversary is this month. The monthly Lifecycle vehicle wallet email will include a vehicle purchase anniversary message. |
| Birthday | This customer's birthday is this month. The monthly Lifecycle vehicle wallet email will include a happy birthday message. |
| High Apr | Loan customers with a high APR rate (typically 9% or higher). |
| Lease | Customer leased this vehicle. |
| Lease Overage | Lease customers with 12 or less remaining payments who are projected to go over their allowed mileage before lease end. |
| Lease Upgrade | Lease customers who have a lease ending soon (typically 6 months or under). |
| Cash | Customer paid cash for this vehicle. |
| Active | Last Service Date is within the last 12 months. |
| Service Conquest | Customer has an upcoming service appointment scheduled at the dealership. |
| Recently Lost | Stopped servicing within the last year, but has serviced within the past 24 months. |
| Upcoming Service | Customer has an upcoming service appointment scheduled at the dealership. |
| Defected | Haven't serviced in 2+ years, but has serviced at least once before. |
| Never Serviced | Purchased a vehicle, but never serviced at dealership. |
| Extended Warranty | Purchase customers that currently have an Extended warranty that is expiring in less than 90 days. |
| Warranty Alert | Purchase customers that currently have a factory or extended warranty that will be expiring within the next 90 days. |
| Buyback Vehicle | Includes service customers with vehicles exceeding three years since purchase. |