Chaya David
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Articles
Recent activity by Chaya David-
Curator: Dashboard Ai Insights
OverviewThe Curator Data Hub brings together unique integrations between the Curator platform and the Reynolds ecosystem. AI Insights is a feature within the Curator Data Hub that delivers AI-gener...
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CRM: Lead Pipeline
OverviewThe Lead Pipeline is the primary workspace for tracking leads from first contact through close. It organizes leads by stage, shows each lead's status, latest activity, and next recommended...
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CRM: Inventory
OverviewThe Inventory page inside the Agentic CRM gives sales reps and managers direct access to the dealership's live vehicle inventory without leaving the CRM. It displays the same Inventory Anal...
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Manage Shopper Enriched Data
OverviewThe Manage Enriched Data feature, found within the Identity Resolution tab on the CDP Shopper page, allows users to control which enriched data points are available for activation across CD...
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CRM: Technical Overview of Agentic CRM
OverviewThe Agentic CRM is a dealer-facing sales management layer built on a real-time ingestion model. Rather than relying on batch imports, leads and appointments enter the system immediately and...
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CRM Auto-Sync New Data Up Opportunities
OverviewDashboard users may manually or automatically set new opportunities to push into their CRM by triggering new ADFs. This allows Dealer staff to proactively engaging high-potential customers ...
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Fullpath Microsoft Entra (Azure AD) SSO Integration: Frequently Asked Questions
This guide provides a comprehensive technical and security overview of Fullpath’s Single Sign-On (SSO) integration with Microsoft Entra (formerly Azure AD). Section 1: Protocol & ArchitectureWhat a...
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Data Ups Settings: Opportunities Dashboard Settings
OverviewThe Assigned Opportunities View controls how sales opportunities are displayed to users based on their salesperson assignment. This setting enables dealerships to manage visibility of oppor...
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Lead Handling: Opt-In / Opt-Out
OverviewThe new Opt-in / Opt-Out settings page in the Lead Handling product allows dealerships to configure SMS communication preferences that dictate how the Lead Handling Agent initiates contact ...
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Lead Handling: Leads
OverviewThe Leads page within the Lead Handling Product settings allows dealerships to customize how incoming internet leads are processed and contacted by Lead Handling agents. Specifically, it pr...