September 2026
Overview
When a returning customer comes back to the dealership, managers can often see that the customer has purchased before but may not have easy access to the details of those previous deals while structuring the next one. Customer Insights in Manager View brings a customer’s prior purchase history directly into the deal workflow, making it easier to review previous vehicles purchased, deal structures, payment information, and purchased products without leaving Manager View. This gives managers additional context when working with repeat customers and referencing past purchase patterns.
What’s New
Customer Insights is now available in Manager View, giving managers access to a returning customer’s prior purchase history directly from Deal Pulse. Purchase history from the same dealership is displayed in a slide-out panel, making it easier to reference previous purchases while working a deal.
How It Works
Select Customer Insights from the Deal Pulse section while working a deal. From here you can:
- Review Purchase History: The panel displays prior sold deals associated with that customer and shows the number of previous purchases found.
- Explore Previous Deal Details: View important information from prior purchases, including deal structure, payment details, gross profit information, and selected vehicle protection products.
- Use Prior Purchase Context: Reference previous purchase patterns while evaluating deal options and preparing for customer discussions.
Purchase history is shown only for customers with prior sold deals at the same dealership. If no prior purchase history is available, a message will be displayed.