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Customer Success White Board: How to Capture Missed Sales Using DealerSocket CRM’s Vehicle ‘Wishlist’

February 24, 2020

Senior Customer Success Manager Erik Post returns with a great tip on how to use DealerSocket’s CRM to capture customers who inquire about a vehicle your dealership doesn’t have in stock. Here’s a hint: Make sure to check “Wishlist” when creating the opportunity. Post also explains how to monitor your dealership’s “Wishlist” within the CRM’s Dashboard, so you know when that vehicle gets added to inventory via trade or auction.