|
Fullpath Customer Enablement · User Guide
Getting Started: The Fullpath Data Ups Platform
A user guide to navigating Fullpath Data Ups — AI-surfaced, high-intent opportunities pulled from your dealership’s first-party data. Whether you’re brand new or a seasoned sales pro, this guide will get you to value fast.
|
| |
In this article |
| 1 |
About This Resource
Who this guide is for and what you’ll get.
|
Jump ↓ |
|
|
| 2 |
What Is a Data Up?
The definition, in plain language.
|
Jump ↓ |
|
|
| 3 |
Why Data Ups Matter
A proactive, opportunity-driven approach.
|
Jump ↓ |
|
|
| 4 |
How to Use Data Ups
Five steps from dashboard to CRM.
|
Jump ↓ |
|
|
| 5 |
Data Ups Playbooks
Sales and Service playbooks to keep handy.
|
Jump ↓ |
|
|
| 6 |
Best Practices
Five habits that drive conversions.
|
Jump ↓ |
|
|
| 7 |
Contact Us
Phone, email, and the Help Center.
|
Jump ↓ |
|
|
|
|
Part 1
About This Resource
|
Welcome to the Fullpath Data Ups User Guide. This resource is designed to give you the knowledge and skills to effectively navigate Fullpath Data Ups — a powerful tool that enhances data management and maximizes productivity within your organization. |
New or experienced, this guide gives you essential insights, practical tips, and step-by-step instructions to make the most of the platform. |
|
Video Tutorial Launch the Data Ups Video Tutorial
|
Watch → |
|
|
|
Part 2
What Is a Data Up?
|
A Data Up is an activated, high-intent opportunity identified through shopper behaviors within a dealership’s first-party data. These are potential leads who, despite actively engaging with the dealership’s marketing efforts, have not yet submitted a formal lead. |
They’ve shown interest in your products and services and fit a specific opportunity-list criteria — they just need that personal touch from the dealership team to convert their interest into an actionable lead. |
|
Part 3
Why Data Ups Matter
|
By leveraging Data Ups, dealerships can add another dimension to their sales strategy. Instead of relying solely on traditional, reactive lead generation, Data Ups enable a proactive, opportunity-driven approach — reaching out to customers already showing signs of interest. |
This not only fosters stronger human connections but also promotes a more sustainable and cost-effective sales model. Prioritizing high-intent opportunities optimizes your team’s resources and drives higher conversion rates and more successful outcomes. |
|
Part 4
How to Use Data Ups
Data Ups are activated opportunities based on shopper behavior. They are not converted leads and are not automatically pushed to a CRM.
|
| 1 |
Open Data Ups
Navigate to dashboard.fullpath.com and open the Data Ups section.
|
|
|
| 2 |
Review High-Intent Shoppers
Review AI-surfaced high-intent shoppers who haven’t yet submitted a lead.
|
|
|
| 3 |
Personalize Your Outreach
Use shopper profile data — vehicle history, website activity, marketing engagement — to make your outreach relevant.
|
|
|
| 4 |
Reach Out Directly
Contact the shopper by phone, email, or SMS.
|
|
|
| 5 |
Log Your Activity
Record your activity in the CRM after every contact attempt.
|
|
|
|
|
Dashboard Open the Fullpath Dashboard
|
Open → |
|
|
|
Part 5
Data Ups Playbooks
Step-by-step plays for working your Data Ups, built for each side of the dealership.
|
|
Playbook · Variable / Sales How To Use Data Ups (Variable/Sales)
|
Open → |
|
|
| |
|
Playbook · Fixed Ops / Service How To Use Data Ups (Fixed Ops/Service)
|
Open → |
|
|
|
Part 6
Best Practices
|
|
Act Fast — High-intent signals are time-sensitive. The sooner you reach out, the higher the conversion probability. |
|
Personalize Your Outreach — Reference the shopper’s specific interest (e.g., vehicle model, recent website activity) to make the conversation relevant. |
|
Log Everything in the CRM — Track all interactions to avoid duplicate outreach and maintain a clean pipeline. |
|
Follow Up Consistently — A single touch rarely converts. Build a cadence of follow-ups across phone, email, and SMS. |
|
Use the AI Summary — Each shopper profile includes an AI-generated summary of their behavior and intent signals — use it to lead a confident conversation. |
|
|
Part 7
Contact Us
|
|
| |