Chaya David
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Articles
Recent activity by Chaya David-
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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Audiences: 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 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
Overview The Leads page in Lead Handling Product Settings controls how incoming internet leads are processed and contacted by Lead Handling agents. From this page, dealerships can exclude specific...
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Lead Handling: Team Notifications
Overview Team Notifications controls who on the dealership team hears from Lead Handling, and how. When a lead needs a person to step in or books an appointment, Lead Handling alerts the right peo...
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Website Engagement: Design Your Agent
OverviewThe Design Your Agent page is a feature within Fullpath’s Website Engagement which enables dealerships to configure and tailor their WE Chat Agent—the real-time chat assistant that interac...
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Activation: Display Advertising Overview Page
OverviewThis article provides a detailed explanation of the metrics, layout, and functionality of the Display Advertising reporting page within the DigAds paid ads product. The Display Advertising ...