Overview
The Data Ups Agent Management System identifies in-market opportunities using buying-intent signals from a dealership’s first‑party data. The All Opportunities list provides an actionable, prioritized set of shoppers the dealership can proactively engage.
Audiences created in CDP Pro → Audiences can be activated into Data Ups. Once activated, an audience is saved in Data Ups where teams can manage opportunities and push selected shoppers into the Dealer CRM as new/updated leads.
Navigation
- Sign in to the Fullpath Dashboard.
- Click Activation in the top navigation bar.
- Scroll to Data Ups (opens in a separate tab)
- Go to All Opportunities.
- Direct: https://dashboard.fullpath.com/data-ups/opportunities/all
- Note: Data Ups opportunities can also be created by activating audiences from CDP Pro → Audiences.
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How Opportunities are Generated and Updated
- The opportunity lists refresh every 24 hours.
- “New” Data Ups opportunities meet the basic criteria:
- No vehicle purchase in the past 365 days, and
- No lead submitted in the last 90 days.
- The All Opportunities list excludes expired and Not‑In‑Market (NIM) opportunities.
Opportunity Lists and Tabs
The Opportunities area is subdivided so totals roll up into All Opportunities. Tabs include:
All Opportunities
- Shows every currently identified opportunity (updated daily). Excludes expired and NIM items.
New
- Newly created by the Data Ups agent and have not been touched by dealership staff.
Touched Opportunities
- A dealer employee or salesperson opened the opportunity record from the list.
- A “last touched” timestamp column is visible.
Pushed to CRM
- The opportunity was pushed into the Dealership CRM as a new lead (visible from the individual Shopper page).
- When manually pushed from Data Ups, the ADF lead type will be labeled “Campaign.”
Cars Sold
- A touched opportunity where a subsequent vehicle purchase is recorded.
Not In Market (NIM)
- A dealer employee marked the opportunity NIM from inside the Data Ups dashboard.
- NIM opportunities are removed from opportunity lists for 30 days; after 30 days they may reappear as new.
- NIM tags do NOT get pushed back into the Dealer CRM—these tags live only inside Fullpath/CDP and Data Ups.
Enrichment Opportunities
- For accounts with Data Enrichment enabled, lists of shoppers with enriched and verified contact details are surfaced for quick action.
Custom Opportunity Lists
- Lists created with CDP filters and saved for specific workflows.
List Columns & Sorting
- Default ordering is typically by highest Marketing Engagement Score unless a time-bound condition (e.g., expiring lease) changes priority.
- Sorting controls: press the sort arrow once for A→Z, twice for Z→A, three times to clear sorting.
- Common columns you’ll see:
- Shopper (hyperlink to individual Shopper page)
- Date Created (when the opportunity was created in Data Ups — not the shopper’s first appearance in CRM/DMS)
- Vehicle Owned (from DMS/service data)
- Estimated Equity State (see internal Equity calculation docs)
- Marketing Engagement Score (see internal docs)
- Dealership Loyalty Tags (Service ROs, service appointments, sales)
- Vehicle Engagement (vehicle-specific website activity)
- Salesperson (pulled from connected CRM/DMS; can be reassigned in Fullpath)
- Dynamic columns (last touch date, date pushed to CRM, etc.)
Actions & Behavior
Share: Opportunities may be shared with other users who have Fullpath Dashboard access.
Push to CRM: Push individual shoppers as leads into the dealer CRM from the Shopper page.
- Notes: Manually pushed leads are labeled as ADF Lead Type = “Campaign.”
Mark Not In Market (NIM): Removes the opportunity from lists for 30 days; this change does not update the Dealer CRM.
Reassign Salesperson: Salespeople may be reassigned from a dropdown populated from the connected CRM. Reassignments are stored only in Fullpath (do not push back to the dealer CRM).
Enrichment
If your account includes Data Enrichment, Data Ups surfaces shoppers with verified contact details. Enrichment lists are grouped in the side menu for fast action (e.g., direct outreach, push to CRM). In the event that the enrichment details are incorrect, read more about deleting improperly enriched identities.
Definitions & Important Notes
- New Opportunity: Identified by Data Ups and not yet touched by dealership staff.
- Touched Opportunity: Someone at the dealership opened the opportunity record.
- Pushed to CRM: Opportunity converted to a CRM lead from Data Ups.
- Not In Market (NIM): Marked NIM from within Data Ups. Remains excluded from lists for 30 days. NIM tags are not propagated to the CRM.
- Expired Opportunity: Shopper no longer meets the list filters (for example, they purchased a car and no longer meet "no purchase in 365 days"). Expired opportunities remain in historical metrics but are excluded from current lists.
- Date Created: Date the opportunity was created in Data Ups (not the shopper’s first appearance in the dealer CRM/DMS).
Recommended Field Team Workflow
- Review All Opportunities daily (sorted by Marketing Engagement Score or custom sort).
- Use Enrichment lists first for outreach when contact details are available.
- Open (touch) promising opportunities to assign a salesperson and add notes.
- Push qualified shoppers to the Dealer CRM as leads (ADF Lead Type = “Campaign”).
- If a shopper is clearly not in-market, mark NIM to reduce noise (remember: NIM will not be written to CRM).
- Track outcomes via Cars Sold and Touched tabs; leverage these metrics for follow-up cadence.
Troubleshooting / FAQ (quick)
- Q: Will marking NIM update our CRM?
- A: No — NIM tags remain inside Fullpath/CDP and Data Ups only.
- Q: If I reassign a salesperson in Data Ups, does it change the CRM record?
- A: No — reassignments are local to Fullpath.
- Q: How frequently do opportunities refresh?
- A: Every 24 hours.