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 9.7.8 - February 2026

by Patrick Manning, Group Product Manager

Pilot Release Date: Thursday, Feb 19/26 Production Release Date: Wednesday, Feb 25/26 Introducing Engage AI Agent (aka Mori AI) — Now Live! Meet Mori! The always-available virtual agent ensures no more missed calls! Built to answer every

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 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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