dealers · 2026-09-24 · 17m45s
09-24 Meeting: Sales Platform Modes, Filtering, and Integrations
Meeting Information
> Date: 2026-09-24 11:11:39 > Location: [Insert Location] > Participants: [Lance] [Speaker 2] [Speaker 3] [Speaker 4] [Speaker 5] [Speaker 6]
Meeting Notes
- Topic Title: Portfolio Mode vs. Normal Lead Mode in the Sales Platform
- Topic Title: Maturity Filtering and Salesperson-Specific Views
- Topic Title: Integrating External Lead Sources (InfoBond, KPI, Service)
- Topic Title: Platform and AI/Tooling Updates
- Topic Title: Operational Instructions Mentioned (Document Handling)
- Portfolio mode displays historical car deals and full sold portfolio data. - Normal mode focuses on service leads, web leads, and BMW FS/KPI leads. - Switching to portfolio mode changes drop-downs and behavior; it broke results for “David Spikes.” - Duplicate entries for “David Spikes” exist due to how he was entered in the system. - Refreshing and reselecting fixed some display issues, but portfolio mode still produced anomalies. - Conclusion: Portfolio mode is unstable for certain users; normal mode is preferred for current lead work.
- The system can filter maturities by 1, 3, 6, and 9 months and by individual salesperson portfolios. - “David Spikes” appears to have no items maturing soon in portfolio data (he has not been here long enough). - Managers want salesperson dashboards with individual logins to view only their portfolio and maturities. - There is interest in pushing selected targets into the CRM to create new opportunities. - Conclusion: Clear interest in salesperson-specific dashboards; feasibility not yet confirmed.
- The current system lists BMW KPI leads under “all ops” with adjustable date ranges. - KPI leads can overlap with service visits to check whether customers bought cars and to track engagement. - InfoBond integration is missing; InfoBond does not sync events or notes and has known limitations. - Request to explore InfoBond export to enable cross-referencing and assign portfolios in the internal system. - Some team members believe Tara’s lists include items outside the current CRM; Lance states they are the same leads already in-system. - Conclusion: KPI and service data are integrated; InfoBond remains a gap requiring investigation.
- Podium remains only as web chat; AI functionality is now internal within Vensolutions (Vensol). - Conversations previously in Podium can be viewed by logging into Vensolutions. - Managing multiple AI projects is productive but demanding. - Conclusion: AI and chat workflows have moved to internal systems; users should access Vensolutions for conversations.
- Instructions included opening records (e.g., “six two nine”), accessing “additional details,” printing to PDF, and naming files (e.g., “PBL 92”, “PBL 921/922”). - Send emails with attachments to Justin and Matt, and copy all managers. - Use the “active returns” flow before distribution. - Conclusion: Specific document processing steps were outlined for team members to follow.
Next Arrangements
- [ ] Investigate InfoBond export or automated email to enable cross-referencing and portfolio assignment in the internal system, and define ownership and initial steps.
- [ ] Assess feasibility and requirements for salesperson-specific dashboards, including individual credentials, access control, and limited portfolio views.
- [ ] Review and fix portfolio mode anomalies (duplicates, broken filtering for “David Spikes”); establish a bug triage plan and assign a responsible owner.
- [ ] Ensure KPI leads and service overlap views are properly configured so managers can monitor engagement and check purchase outcomes.
- [ ] Send emails with PBL 921 and PBL 922 attachments to Justin and Matt; copy all managers; complete the “active returns” process beforehand.
- [ ] Confirm team access to Vensolutions for AI/chat conversations previously viewed in Podium and communicate any login or navigation steps.
- [ ] Clarify whether Tara’s lists contain any truly external leads and, if discrepancies exist, define a reconciliation process.
- [ ] Create a checklist for the document handling workflow (PBL files, “active returns”) to ensure consistency and avoid errors.
- [ ] [Insert more]
AI Suggestions
> AI Suggestions > AI has identified the following issues that were not concluded in the meeting or lack clear action items; please pay attention: > 1. No confirmed plan or timeline to integrate InfoBond data; ownership and steps to explore export/automation are undefined. > 2. The salesperson dashboard concept lacks requirements, access control details, and a development feasibility assessment. > 3. Portfolio mode instability (duplicates, broken filtering) needs a bug triage plan and a responsible owner. > 4. Clarify whether Tara’s lists contain any truly external leads and define a reconciliation process if discrepancies exist. > 5. The document handling workflow (PBL files, “active returns”) should be captured in a checklist to avoid errors and ensure consistency.
No device highlights on this take.
0:00
So this now lets you do that. It lets you completely go fish and say, " Who's who's, you know, maturing in three months, in six months, in one month?" You can whittle it down to just one salesperson's portfolio if you want to. You got to be careful. Sometimes you end up with like limiting, limiting things.
0:25
Why did you say Spice does not have any?
0:27
Yeah, that's a good question. Spikes doesn't have any all loaded days. Turn off, hit the big portfolio button. Let's turn that off. Now on today, choose like, see the drop down for today. Choose all loaded days. And now go click on the David Spikes drop down. Is there another David Spikes, or is he just once? It still didn't update. Hit refresh on this for me, just. Control R. Yeah. Now, now that this is all like from scratch, now go choose David Spikes, choose the other David Spikes. Okay. Why is there two? That's just the way he's been entered into the system, I guess. Yeah. So now it's got some David Spikes occurrences.
1:15
Where did the? Oh, we're not in the portfolio anymore.
1:23
Yeah, portfolio mode is breaking David Spikes for some reason. But also, so right now when you switch to portfolio mode, it's like a whole different function, and you saw it like completely changes even some of your drop downs.
1:34
So what is portfolio mode versus.
1:37
Portfolio mode is actually letting you look at your entire, all of the cars we've ever sold to people. Basically, it just lets you look at all your old car deals. Is what it's doing. The mode it's in the normal mode is like service leads and web leads and AFS. I mean, you know, BMW FS leads, and which is where I would stay. It's what it was originally designed for. The other piece came in because Porsche asked me for.
2:03
It. What are you doing? I need your help. Where do you go? I go to what is it called? InfoBox. Like I'm looking at one TNT. All right. Um. What? What? What? All you guys taking kratom? Who's taking kratom? Oh, are they? Oh my God.
2:30
We know there's like this crazy synthetic kratom that they're doing.
2:37
This thing. Yeah, that might be ten times worse. Yeah, that might be it. Crazy.
2:41
Like real six two.
2:42
Nine. Open that one up. Is that six two nine the last of them? All right. So click that. Then when it opens up, all right. Click additional details. Right click. Print. PDF. Name it nine two two. PBL nine two two.
3:08
Better send the link to all those.
3:11
Okay. Those people. All right. And then, hit contact details. All right, by four thirty-three, contract residual value. Continue. I want to purchase this thirty-three because you're gonna get a bill for the rents. No, unclick that. Oh no, that's right, that's right. And then continue. And God, I can't remember who's calling this. Say yes.
3:48
And then continue. All right. Pay me back that. Yep. Yep. About the actual terms. And.
4:05
Then for the next one.
4:22
Daryl,
4:23
You want some slaw? Roast beef slaw.
4:25
Dude, before you roll, can you put Yon Rock on the radio? I dropped check out the radio.
4:31
I I can't get on. I'm in the hood. You put Bounty to the sun.
4:39
I know we should probably give me access to the sun and certain features. Probably don't want me to have access to that.
4:45
Well, unless we're careless, let me see.
4:47
I'm just kidding. I would put it on the Yon Rock for you.
4:52
You would have to. Would have to. It's a requirement.
4:55
Cause I'm not a big fan of much else.
4:56
What about? There's nothing else you listen to sometimes.
5:00
I listen to some country sometimes. Oh, Brooks and Dunn.
5:04
I like that. Like a 90s country.
5:06
Yeah. Alright. That's one. We'll see the stuff. My camera is old. Alright. I like that one.
5:13
Wait on. Don't tell me.
5:14
We're doing the same thing. Yep.
5:19
A little rare earth, a little grand funk. Or is it? Like a little bread every once in a while.
5:29
You ever listen to bread? Okay. Naptime. What is bread? Who's bread? Bread. B R E A D. Oh, bread. Who is that? Drop it down. Oh, first thing. It was going to be P B L nine twenty one. You've heard this.
5:45
I'm about to say I probably know him. I just don't know what I'm talking.
5:49
Pb1920 . Like what songs? Oh, we did 922. You sure? Yeah. You probably heard this one.
6:21
Yes . Yes, sir. Uh huh. I don't think I did that.
6:24
Video. You did. Oh yeah. Yeah,
6:26
Of course. Yeah. Yes, I just didn't know who that was.
6:31
Yeah, that's good stuff. So, alright. Send an email to me. Um, you know everybody, and then say this is PBL nine twenty one and nine twenty two, and then attach that. Send it to Justin. Give him anything that needed. Cause you gotta stock him in. So he could do the work. Got it. Okay. Complete the thing. Go to active returns. All right. Now we good. Now send it to Matt. Got it. And copy all your managers on it. Got it.
7:32
So, do you remember him?
7:39
Oh yeah, I remember all that.
7:40
Okay, well then you're a part of it too,
7:42
Dude. I do. Yeah, I just didn't know it was bread. It's funny because there's a lot of old music that I've that I've listened to and didn't know. I guess didn't even know who it was. I used to listen to records a lot because my mom was worked at LSU's radio at ninety one point one. My mom worked there when she was in college. Old, old albums. This isn't a lot of old stuff.
8:42
The dude David Gates was the head singer, and he did the theme song. Hello. Hey,
8:57
No. Oh, I think Daryl pulled for my phone. No, I think we're good. Okay, thanks.
9:21
Probably seven days. Yeah. Easter. Oh yeah. And then young. Yep.
10:20
So, a salesman's dashboard,
10:26
Or some way that they could have their own logins where they can only see their thing, or is that the same thing? I'm totally illiterate when it.
10:31
Comes to this.
10:33
So that they can so say say I'm me and I'm a salesperson. I can log in with my own credentials, and it just shows me my stuff, my portfolio, my everything. So every morning, just kind of like I did in Mastermind when I was selling, I could log into this platform. See all these things. See these things maturing. Dig out which ones I think would make sense, right? So essentially, like a mastermind, right?
10:52
Push them into the CRM to create a new opportunity, kind of thing.
10:54
Correct. Yep. But I don't know how doable.
11:00
Making sure I'm recording this, I'm not going to remember all.
11:02
Of it. That's what I'm thinking. That would be really nice because this way, it still this is super helpful because it condenses everything. But first, let's find the bugs. Why it's, I didn't.
11:14
I just used it. It worked fine. It's like some about the way it built on your computer. Watch. Let me show you what I mean. Sometimes if it acts like that,
11:21
And then me as managers, well, let me just finish on that point. So then us as managers can go in and I can check each person, right, and see like, hey, are you working your stuff? And if they're not working, their mouse or mine or whatever, then we pull them off and mouse or mine.
11:34
Yeah. I like that. She called it mouse or mine. I don't. I don't know how y'all see these little baby mouse, mouses. Your little mouse is so little.
11:44
I know, and it disappears a lot. Ridiculous.
11:48
All right, so here's what I did just a second. You'll never find portfolio mode.
11:51
Did you run DMC? Can't see his face.
11:56
He does look like DMC. Look, here's all David Spikes stuff.
12:03
Okay,
12:05
But I was you clicked the wrong David Spikes. But I would say one of the anomalies.
12:09
Why is it chilling that there's no he didn't have anything maturing?
12:12
This is portfolio.
12:13
Okay, so go to maturity.
12:15
Well, he doesn't have anything maturing in a month. He hasn't been here long enough.
12:18
No, go to six months.
12:19
Probably have anything maturing in nine months.
12:21
Daryl gave him an entire fucking portfolio. He has right,
12:23
But this is right now. This is cars that he actually sold. Where did Daryl give him a portfolio? He didn't give him yeah. That doesn't.
12:31
So this is a pulling InfoBond.
12:33
This is our data.
12:35
Gotcha. Okay, and there's no way to get it to pull InfoBond stuff.
12:38
So, I what that is like.
12:40
That's one of the lists that we pulled.
12:42
I'd have to go and dig around and explore inside of InfoBond and see if InfoBond has a way for me to just, like, export our whole portfolio. And if they do, then I could cross - reference this. Like, drop that in here and tell that tell that to inform this and say, hey, we want these people to be assigned to the people that they're assigned to in InfoBond. Because that's a center.
13:04
InfoBond is one of the big places that we pull from, and yeah,
13:07
And it's one of the real bamboozle, right? Like it's it's frustrating because it doesn't let us sync the event straight from InfoBond. Like that's a famous problem.
13:15
Yeah.
13:17
Does it not even sync notes? It doesn't even sync notes anymore, huh? Nothing. Because I feel like it used to sync notes.
13:23
Why are we going to something? Thought it did. Why are we going to something? The new program we're going to that was going to be syncing up everything.
13:34
You're thinking of getting rid of Podium and it's linked into Vensol.
13:37
Well, Podium is gone. Like, I mean, it still exists because it's our web chat app, but it's not our AI. Our AI is is internal now. It's inside of Vensol. So, if you want to see like the conversations that you were looking at in Podium,
13:50
Yeah,
13:50
Right, you just gotta log in to Vensolutions and you can see all there.
13:54
And that's gonna talk to each other. Yeah. But this is different. This is internal, which is a big. Thing that we want them to work their leads and InfoBond because that's big with the mature all the leases maturing and warranties running out and.
14:36
I tell you what, I get a lot more work done with my AI stuff, but also, it'll run you ragged trying to keep up with all the different programming and all the different projects.
14:53
So that's kind of my idea of mine. My whole thing was it's all of these. The stuff in in in solutions I can find that pretty easily, right? It's the stuff that's not in there, like the list from like Tara's stuff.
15:04
Tara's lists are not unique. They're all they are is the same leads that we already have in our system.
15:09
They are, but it prints some of the stuff, and that's what I was saying in the meeting. Is some of the stuff overlaps, right? But some doesn't. Sometimes there'll be stuff that's not in there or not. Whatever, so we wanted a place to combine all these outside sources of leads, funnel down into like its own. Well,
15:24
There aren't any outside sources of leads. I mean, like here's the thing: like all the leads that Sarah Tara is talking about are leads that came in through, like, let's say they're like a BMW KPI lead that came into the system. All she's talking about is a way to use their CRM to find them. And I'm always like, well, Tara, those came to us too. Also, they're end - to - end solution.
15:45
They are end - to - end solution. Yeah, and they're, They're not like not active or not being worked or not attached to somebody.
15:50
Oh, for sure, but that's why. So I don't even know what you. That is. This is completely built already. Okay, so that's in there. Yeah, watch. I just haven't shown it to you yet, I guess. But watch. If you go right here to all ops,
16:04
Focus families KPI, there they are, and just say all loaded days, and there's all of your BMW KPI leads. Okay. It's a big list. All right, it's it's showing you.
16:16
However many it's showing you, but there they all are. I can have it show you more. We can kind of change up how we, like, you know, the date range that I drop in. But these are all of our BMW KPI leads. And then the other neat thing is, you can overlap these, which is what I like. I can say, you have to fucking mouse. I can't see it. Okay. It's fucking. It's terrible. Oh no. Do uh all instead of all ops, choose service. Now. Say all loaded.
16:47
Now, leave it up to its own. So, this is services. There are service visits from KPI lead customers. Got it. So it's like, okay, what's going on? Did we sell them a car or not?
16:58
Good, love that.
16:59
Like all the KPIs are there.
17:01
All we're missing is InfoBond.
17:03
Yeah, and that's a whole bunch of bull. Like I'll, I'll have to dig. I got a long Info Bond. If Info Bond had some automated email out of there, boy, that would be slick because then I could have it just drop into my system because. That's what's happening now.
17:19
What you can find in that. So that, and if we can have the salespeople have their own credentials to log in to see their own dashboards to work their stuff, kind of like a Mastermind. Yeah, this is awesome. But you better use it. Oh, I'll use it.
17:32
I can. Listen, I can ask Ada. Is Carly using it? And she'll tell me.
17:37
What? Like you don't trust me? Uh oh. What? This is a rat. We'll take it back. Yeah.