Chaya David
- Total activity 444
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 264
Articles
Recent activity by Chaya David-
Auto-Generated Disclaimers for Offers
Auto-Generated Disclaimers for Dealership Offers (CSV Uploads)Save time and stay consistent. Instead of writing Terms & Conditions from scratch for every Dealership offer, your account can be set u...
-
CRM: Permissions, Roles, User Management
OverviewThe Fullpath Agentic CRM uses a role-based permissions system to control what each user can see and do inside the dashboard. The role or roles assigned to a user determine which pages appe...
-
CRM: Lead Assignment Logic
OverviewWhen a lead enters the Fullpath Agentic CRM, the system automatically determines which salesperson it should be assigned to. This happens in real time, before the lead appears in anyone's p...
-
Lead Handling: General Settings
Overview The Lead Handling Agent toggle gives you dealership-level control over outbound lead engagement — no need to contact your Fullpath team to pause or resume automated outreach. Whether you'...
-
Household Tagging and Identity Merging
What Is a Household in Fullpath?A household is a group of shopper profiles that the system has determined are likely members of the same family unit — sharing a last name but different first name —...
-
Digital Advertising: Budget History
Overview The Budget History page provides a read-only record of your dealership's paid advertising budget for previous, completed months. Use this page to review how your total budget was distribu...
-
Desking: Overview and Deal Lifecycle
A guide to how the Fullpath Agentic Desking Solution structures a vehicle deal from first contact through credit decision — covering each stage, the tools involved, and what happens at every step....
-
Unified Shopper Communication Preferences & Consent
Overview Fullpath's communication preferences system governs whether, and how, a shopper can be contacted across all Fullpath products. Understanding how consent is recorded, evaluated, and enforc...
-
Shopper Timeline
Shopper TimelineThe Shopper Timeline is a chronological log of every recorded interaction and touchpoint for a given shopper, displayed on the CDP Shopper Page. It provides a full-picture view of a...
-
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...