DealerMine Updates

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Sales Appointment Configuration User Doc

by Tommy Harris

Sales Appointment Configuration User Guide for Internal and External Stakeholders Overview Sales Appointment Configuration is a rules-based automation that controls when and how customers are contacted throughout the sales appointment

Release Notes V 9.7.7 - January 2026

Pilot Release Date: Thursday, Jan 22/26 Production Release Date: Wednesday, Jan 28/26 Introducing Engage AI Agent — Now Live! Meet Engage AI Agent! The always-available virtual agent that answers every call. Built to answer every call,

Add Up Window User Doc

by Tommy Harris

Add Up Window – User Guide for Internal and External Stakeholders Overview The Add Up window provides salespeople and managers with a streamlined way to search for customer/prospect details, understand the most recent traffic activity,

Worksheet Flow – Traffic Information

by Tommy Harris

Worksheet Flow – Traffic Information: User Guide for Internal and External Stakeholders Overview The Worksheet Flow - Traffic Information configuration allows dealerships to define which fields must be completed when adding a new piece of

Terminal Status: User Guide

by Tommy Harris

Terminal Status: User Guide Overview Terminal Status allows administrators to define which Traffic Log Statuses represent the end of a customer’s buying cycle. When a traffic entry reaches a terminal status, DealerMine CRM prevents new

Release Notes - 2.21.0 December 2025

by Tommy Harris

Sales Mobile App 2.21 SMA Release Notes This release is all about making your Sales Mobile App experience smoother, more reliable, and easier to use. We’ve focused on stability, notifications, and a bunch of behind-the-scenes improvements

Release Notes V 9.7.6 - December 2025

Pilot Release Date: Tuesday, December 9/25 Production Release Date: Tuesday, December 16/25 Coming Soon! DealerMine APIs - Introducing API access to effortlessly retrieve and utilize your data with complete flexibility. It’s your data,

Release Notes V 9.7.4 - October 2025

Pilot Release Date: Wednesday, Sept 30/25 Production Release Date: Tuesday, Oct 7/25 Coming Soon! DealerMine APIs - Introducing API access for dealers to seamlessly retrieve and use their data with full flexibility. It's your data, use

Release Notes 9.7.3 - September 2025

Pilot Release Date: Wednesday, Sept 3/25 Production Release Date: Tuesday, Sept 9/25 Coming Soon! DealerMine APIs - Introducing API access for dealers to seamlessly retrieve and use their data with full flexibility. It's your data, use

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