Dealer Outreach History

Complete touchpoint timeline for every dealer. Track emails, calls, meetings, and engagement.

50

Dealers with Outreach

386

Total Touchpoints

88

Emails Sent

#1 Cochran Automotive

Monroeville, PAActive CustomerRep: Emily Chen

13

touches

6

emails

0

calls

0

meetings

Last touch

Today

callmanualby Amanda FosterToday

e2e test call

email sentcampaignby Amanda FosterToday

E2E campaign 1784756302394 — #1 Cochran Automotive

callmanualby Amanda FosterToday

deep-check test call

email sentcampaignby Amanda FosterToday

Deep-check campaign 1784756151878 — #1 Cochran Automotive

callmanualby Amanda FosterToday

deep-check test call

Findlay Automotive Group

Henderson, NVActive CustomerRep: Amanda Foster

12

touches

3

emails

1

calls

2

meetings

Last touch

2 weeks ago

portal content pushedmanualby Amanda Foster2 weeks ago

Portal Content Pushed — Findlay Automotive Group

Pushed new fraud alert to dealer portal dashboard.

meeting setmanualby Amanda Foster1 months ago

Meeting Set — Findlay Automotive Group

In-person meeting confirmed at dealership for contract renewal discussion.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Findlay Automotive Group

call completedmanualby Amanda Foster1 months ago

Call Completed — Findlay Automotive Group

Dealer interested in adding Fraud Prevention to their stack.

meeting setmanualby Amanda Foster2 months ago

Meeting Set — Findlay Automotive Group

In-person meeting confirmed at dealership for contract renewal discussion.

Bob Moore Auto Group

Oklahoma City, OKProposalRep: James Rodriguez

11

touches

2

emails

3

calls

1

meetings

Last touch

3 weeks ago

call completedmanualby James Rodriguez3 weeks ago

Call Completed — Bob Moore Auto Group

Left information about Credit Convert 2.0 features.

email clickedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — Bob Moore Auto Group

email openedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — Bob Moore Auto Group

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Bob Moore Auto Group

collateral generatedmanualby James Rodriguez2 months ago

Collateral Generated — Bob Moore Auto Group

Generated personalized market brief for upcoming sales call.

Empire Automotive Group

Huntington Station, NYActive CustomerRep: Emily Chen

10

touches

2

emails

2

calls

0

meetings

Last touch

2 weeks ago

linkedin messagemanualby Emily Chen2 weeks ago

Linkedin Message — Empire Automotive Group

Sent LinkedIn InMail about industry trends.

follow up duemanualby Emily Chen1 months ago

Follow Up Due — Empire Automotive Group

Follow up on trial activation.

email openedcampaign1 months ago

March 2026 Market Intelligence Blast — Empire Automotive Group

email sentcampaignby Lisa Morgan1 months ago

March 2026 Market Intelligence Blast — Empire Automotive Group

linkedin messagemanualby Emily Chen2 months ago

Linkedin Message — Empire Automotive Group

Sent LinkedIn InMail about industry trends.

Tuttle-Click Automotive Group

Irvine, CANegotiationRep: Jessica Williams

10

touches

4

emails

0

calls

0

meetings

Last touch

1 months ago

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Tuttle-Click Automotive Group

follow up duemanualby Jessica Williams1 months ago

Follow Up Due — Tuttle-Click Automotive Group

Follow up on proposal sent last week.

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Tuttle-Click Automotive Group

email sentcampaignby Lisa Morgan2 months ago

February Regulatory Digest — Tuttle-Click Automotive Group

follow up duemanualby Jessica Williams2 months ago

Follow Up Due — Tuttle-Click Automotive Group

Follow up on trial activation.

Fox Motors

Grand Rapids, MIProposalRep: Michael Thompson

10

touches

3

emails

1

calls

1

meetings

Last touch

1 months ago

meeting setmanualby Michael Thompson1 months ago

Meeting Set — Fox Motors

In-person meeting confirmed at dealership for quarterly review.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Fox Motors

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Fox Motors

voicemail leftmanualby Michael Thompson2 months ago

Voicemail Left — Fox Motors

Left voicemail regarding new product availability.

follow up duemanualby Michael Thompson2 months ago

Follow Up Due — Fox Motors

Follow up on proposal sent last week.

Swickard Auto Group

Gladstone, ORQualifiedRep: Jessica Williams

10

touches

3

emails

2

calls

1

meetings

Last touch

1 weeks ago

call scheduledmanualby Jessica Williams1 weeks ago

Call Scheduled — Swickard Auto Group

Follow-up call scheduled for next Thursday.

call completedmanualby Jessica Williams3 weeks ago

Call Completed — Swickard Auto Group

Dealer requested pricing for full suite upgrade.

meeting setmanualby Jessica Williams1 months ago

Meeting Set — Swickard Auto Group

In-person meeting confirmed at dealership for contract renewal discussion.

collateral generatedmanualby Jessica Williams1 months ago

Collateral Generated — Swickard Auto Group

Generated personalized market brief for upcoming sales call.

in person visitmanualby Jessica Williams1 months ago

In Person Visit — Swickard Auto Group

Visited dealership for relationship building.

Mac Haik Auto Group

Houston, TXActive CustomerRep: James Rodriguez

9

touches

1

emails

3

calls

1

meetings

Last touch

1 months ago

call completedmanualby James Rodriguez1 months ago

Call Completed — Mac Haik Auto Group

Reviewed current product usage. Dealer satisfied with Clarity reports.

call completedmanualby James Rodriguez1 months ago

Call Completed — Mac Haik Auto Group

Discussed Q1 credit trends and upcoming compliance changes.

voicemail leftmanualby James Rodriguez1 months ago

Voicemail Left — Mac Haik Auto Group

Left voicemail regarding new product availability.

meeting setmanualby James Rodriguez1 months ago

Meeting Set — Mac Haik Auto Group

In-person meeting confirmed at dealership for contract renewal discussion.

email clickedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Mac Haik Auto Group

Mullinax Automotive

Apopka, FLActive CustomerRep: Sarah Mitchell

9

touches

2

emails

1

calls

0

meetings

Last touch

1 months ago

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Mullinax Automotive

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Mullinax Automotive

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Mullinax Automotive

call completedmanualby Sarah Mitchell1 months ago

Call Completed — Mullinax Automotive

Dealer interested in adding Fraud Prevention to their stack.

email clickedcampaign2 months ago

Credit Market Update — Spring 2026 — Mullinax Automotive

Morgan Auto Group

Tampa, FLActive CustomerRep: Sarah Mitchell

9

touches

2

emails

1

calls

2

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Morgan Auto Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Morgan Auto Group

meeting setmanualby Sarah Mitchell1 months ago

Meeting Set — Morgan Auto Group

In-person meeting confirmed at dealership for contract renewal discussion.

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — Morgan Auto Group

Follow-up call scheduled for next Friday.

meeting setmanualby Sarah Mitchell1 months ago

Meeting Set — Morgan Auto Group

In-person meeting confirmed at dealership for contract renewal discussion.

Murgado Automotive Group

Miami, FLActive CustomerRep: Sarah Mitchell

9

touches

1

emails

0

calls

1

meetings

Last touch

2 weeks ago

follow up duemanualby Sarah Mitchell2 weeks ago

Follow Up Due — Murgado Automotive Group

Follow up on contract questions.

in person visitmanualby Sarah Mitchell1 months ago

In Person Visit — Murgado Automotive Group

Visited dealership for trade show follow-up.

email clickedcampaign1 months ago

March 2026 Market Intelligence Blast — Murgado Automotive Group

email openedcampaign1 months ago

March 2026 Market Intelligence Blast — Murgado Automotive Group

email sentcampaignby Lisa Morgan1 months ago

March 2026 Market Intelligence Blast — Murgado Automotive Group

Carter Myers Automotive

Charlottesville, VAActive CustomerRep: David Park

8

touches

1

emails

2

calls

1

meetings

Last touch

2 days ago

linkedin messagemanualby David Park2 days ago

Linkedin Message — Carter Myers Automotive

Sent LinkedIn InMail about industry trends.

portal content pushedmanualby David Park2 weeks ago

Portal Content Pushed — Carter Myers Automotive

Pushed new fraud alert to dealer portal dashboard.

collateral generatedmanualby David Park1 months ago

Collateral Generated — Carter Myers Automotive

Generated personalized market brief for upcoming sales call.

meeting setmanualby David Park1 months ago

Meeting Set — Carter Myers Automotive

In-person meeting confirmed at dealership for quarterly review.

call scheduledmanualby David Park2 months ago

Call Scheduled — Carter Myers Automotive

Follow-up call scheduled for next Friday.

Napleton Auto Group

Rosemont, ILActive CustomerRep: Michael Thompson

8

touches

2

emails

1

calls

0

meetings

Last touch

1 weeks ago

call completedmanualby Michael Thompson1 weeks ago

Call Completed — Napleton Auto Group

Reviewed current product usage. Dealer satisfied with Clarity reports.

in person visitmanualby Michael Thompson1 months ago

In Person Visit — Napleton Auto Group

Visited dealership for trade show follow-up.

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Auto Group

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Auto Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Auto Group

Gee Automotive Companies

Liberty Lake, WAActive CustomerRep: Jessica Williams

8

touches

2

emails

1

calls

0

meetings

Last touch

1 weeks ago

call scheduledmanualby Jessica Williams1 weeks ago

Call Scheduled — Gee Automotive Companies

Follow-up call scheduled for next Tuesday.

email clickedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Gee Automotive Companies

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Gee Automotive Companies

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Gee Automotive Companies

email openedcampaign2 months ago

February Regulatory Digest — Gee Automotive Companies

Kenwood Dealer Group

Mason, OHActive CustomerRep: Michael Thompson

8

touches

2

emails

0

calls

1

meetings

Last touch

2 weeks ago

voicemail leftmanualby Michael Thompson2 weeks ago

Voicemail Left — Kenwood Dealer Group

Left voicemail regarding new product availability.

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Kenwood Dealer Group

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Kenwood Dealer Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Kenwood Dealer Group

email clickedcampaign2 months ago

Credit Market Update — Spring 2026 — Kenwood Dealer Group

FRL Automotive

Miami, FLNegotiationRep: Sarah Mitchell

8

touches

1

emails

2

calls

2

meetings

Last touch

1 months ago

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — FRL Automotive

Follow-up call scheduled for next Monday.

email openedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — FRL Automotive

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — FRL Automotive

call completedmanualby Sarah Mitchell2 months ago

Call Completed — FRL Automotive

Left information about Credit Convert 2.0 features.

in person visitmanualby Sarah Mitchell2 months ago

In Person Visit — FRL Automotive

Visited dealership for product walkthrough.

Sullivan Automotive Group

Santa Monica, CAActive CustomerRep: Jessica Williams

8

touches

1

emails

2

calls

0

meetings

Last touch

3 weeks ago

call completedmanualby Jessica Williams3 weeks ago

Call Completed — Sullivan Automotive Group

Reviewed current product usage. Dealer satisfied with Clarity reports.

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Sullivan Automotive Group

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Sullivan Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Sullivan Automotive Group

portal content pushedmanualby Jessica Williams2 months ago

Portal Content Pushed — Sullivan Automotive Group

Pushed new fraud alert to dealer portal dashboard.

Napleton Automotive Group

Oakbrook Terrace, ILActive CustomerRep: Michael Thompson

8

touches

1

emails

0

calls

1

meetings

Last touch

2 weeks ago

voicemail leftmanualby Michael Thompson2 weeks ago

Voicemail Left — Napleton Automotive Group

Left voicemail regarding new product availability.

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Automotive Group

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Napleton Automotive Group

meeting setmanualby Michael Thompson2 months ago

Meeting Set — Napleton Automotive Group

In-person meeting confirmed at dealership for product demo.

AutoStar Family Dealerships

Asheville, NCNegotiationRep: Sarah Mitchell

8

touches

1

emails

2

calls

2

meetings

Last touch

1 weeks ago

in person visitmanualby Sarah Mitchell1 weeks ago

In Person Visit — AutoStar Family Dealerships

Visited dealership for product walkthrough.

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — AutoStar Family Dealerships

Follow-up call scheduled for next Wednesday.

email openedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — AutoStar Family Dealerships

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — AutoStar Family Dealerships

meeting setmanualby Sarah Mitchell2 months ago

Meeting Set — AutoStar Family Dealerships

In-person meeting confirmed at dealership for contract renewal discussion.

Voss Auto Network

Centerville, OHQualifiedRep: Michael Thompson

8

touches

3

emails

0

calls

1

meetings

Last touch

4 days ago

follow up duemanualby Michael Thompson4 days ago

Follow Up Due — Voss Auto Network

Follow up on trial activation.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Voss Auto Network

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Voss Auto Network

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Voss Auto Network

email openedcampaign3 months ago

Credit Market Update — Spring 2026 — Voss Auto Network

Bommarito Automotive Group

Ellisville, MOActive CustomerRep: Michael Thompson

8

touches

1

emails

1

calls

0

meetings

Last touch

1 weeks ago

portal content pushedmanualby Michael Thompson1 weeks ago

Portal Content Pushed — Bommarito Automotive Group

Pushed new fraud alert to dealer portal dashboard.

linkedin messagemanualby Michael Thompson1 months ago

Linkedin Message — Bommarito Automotive Group

Sent LinkedIn InMail about industry trends.

call scheduledmanualby Michael Thompson2 months ago

Call Scheduled — Bommarito Automotive Group

Follow-up call scheduled for next Friday.

voicemail leftmanualby Michael Thompson2 months ago

Voicemail Left — Bommarito Automotive Group

Left voicemail regarding new product availability.

email openedcampaign2 months ago

February Regulatory Digest — Bommarito Automotive Group

Headquarter Automotive

Miami, FLQualifiedRep: Sarah Mitchell

8

touches

1

emails

0

calls

0

meetings

Last touch

1 months ago

linkedin messagemanualby Sarah Mitchell1 months ago

Linkedin Message — Headquarter Automotive

Sent LinkedIn InMail about industry trends.

in person visitmanualby Sarah Mitchell1 months ago

In Person Visit — Headquarter Automotive

Visited dealership for relationship building.

follow up duemanualby Sarah Mitchell1 months ago

Follow Up Due — Headquarter Automotive

Follow up on pricing request.

email openedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — Headquarter Automotive

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Headquarter Automotive

Criswell Automotive

Gaithersburg, MDProposalRep: David Park

8

touches

1

emails

2

calls

0

meetings

Last touch

1 weeks ago

follow up duemanualby David Park1 weeks ago

Follow Up Due — Criswell Automotive

Follow up on pricing request.

call completedmanualby David Park1 months ago

Call Completed — Criswell Automotive

Dealer interested in adding Fraud Prevention to their stack.

follow up duemanualby David Park1 months ago

Follow Up Due — Criswell Automotive

Follow up on contract questions.

email openedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — Criswell Automotive

email clickedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — Criswell Automotive

Performance Automotive Network

Fairfield, OHActive CustomerRep: Michael Thompson

8

touches

1

emails

1

calls

1

meetings

Last touch

2 weeks ago

follow up duemanualby Michael Thompson2 weeks ago

Follow Up Due — Performance Automotive Network

Follow up on proposal sent last week.

meeting setmanualby Michael Thompson1 months ago

Meeting Set — Performance Automotive Network

In-person meeting confirmed at dealership for quarterly review.

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Performance Automotive Network

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Performance Automotive Network

linkedin messagemanualby Michael Thompson1 months ago

Linkedin Message — Performance Automotive Network

Sent LinkedIn InMail about industry trends.

Group 1 Automotive

Houston, TXActive CustomerRep: James Rodriguez

8

touches

3

emails

0

calls

0

meetings

Last touch

1 months ago

in person visitmanualby James Rodriguez1 months ago

In Person Visit — Group 1 Automotive

Visited dealership for trade show follow-up.

email openedcampaign1 months ago

March 2026 Market Intelligence Blast — Group 1 Automotive

email sentcampaignby Lisa Morgan1 months ago

March 2026 Market Intelligence Blast — Group 1 Automotive

email openedcampaign2 months ago

February Regulatory Digest — Group 1 Automotive

email sentcampaignby Lisa Morgan2 months ago

February Regulatory Digest — Group 1 Automotive

Suburban Collection

Troy, MIActive CustomerRep: Michael Thompson

8

touches

2

emails

2

calls

0

meetings

Last touch

1 months ago

call completedmanualby Michael Thompson1 months ago

Call Completed — Suburban Collection

Dealer interested in adding Fraud Prevention to their stack.

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Suburban Collection

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Suburban Collection

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Suburban Collection

email clickedcampaign1 months ago

March 2026 Market Intelligence Blast — Suburban Collection

Greenway Automotive

Orlando, FLActive CustomerRep: Sarah Mitchell

7

touches

3

emails

0

calls

0

meetings

Last touch

1 months ago

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Greenway Automotive

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Greenway Automotive

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Greenway Automotive

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Greenway Automotive

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Greenway Automotive

JG Auto Group

San Antonio, TXActive CustomerRep: James Rodriguez

7

touches

1

emails

1

calls

2

meetings

Last touch

1 weeks ago

meeting setmanualby James Rodriguez1 weeks ago

Meeting Set — JG Auto Group

In-person meeting confirmed at dealership for product demo.

meeting setmanualby James Rodriguez2 weeks ago

Meeting Set — JG Auto Group

In-person meeting confirmed at dealership for product demo.

collateral generatedmanualby James Rodriguez1 months ago

Collateral Generated — JG Auto Group

Generated personalized market brief for upcoming sales call.

call scheduledmanualby James Rodriguez2 months ago

Call Scheduled — JG Auto Group

Follow-up call scheduled for next Wednesday.

email sentcampaignby Lisa Morgan2 months ago

February Regulatory Digest — JG Auto Group

RFJ Auto Partners

Plano, TXActive CustomerRep: James Rodriguez

7

touches

2

emails

0

calls

0

meetings

Last touch

1 weeks ago

follow up duemanualby James Rodriguez1 weeks ago

Follow Up Due — RFJ Auto Partners

Follow up on pricing request.

portal content pushedmanualby James Rodriguez2 weeks ago

Portal Content Pushed — RFJ Auto Partners

Pushed new fraud alert to dealer portal dashboard.

linkedin messagemanualby James Rodriguez1 months ago

Linkedin Message — RFJ Auto Partners

Sent LinkedIn InMail about industry trends.

email clickedcampaign1 months ago

March 2026 Market Intelligence Blast — RFJ Auto Partners

email openedcampaign1 months ago

March 2026 Market Intelligence Blast — RFJ Auto Partners

Gettel Automotive

Bradenton, FLActive CustomerRep: Sarah Mitchell

7

touches

1

emails

2

calls

0

meetings

Last touch

6 days ago

collateral generatedmanualby Sarah Mitchell6 days ago

Collateral Generated — Gettel Automotive

Generated personalized market brief for upcoming sales call.

call completedmanualby Sarah Mitchell1 months ago

Call Completed — Gettel Automotive

Dealer interested in adding Fraud Prevention to their stack.

linkedin messagemanualby Sarah Mitchell1 months ago

Linkedin Message — Gettel Automotive

Sent LinkedIn InMail about industry trends.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Gettel Automotive

call completedmanualby Sarah Mitchell2 months ago

Call Completed — Gettel Automotive

Discussed Q1 credit trends and upcoming compliance changes.

Penske Automotive Group

Bloomfield Hills, MIActive CustomerRep: Michael Thompson

7

touches

3

emails

0

calls

0

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Penske Automotive Group

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Penske Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Penske Automotive Group

email openedcampaign1 months ago

March 2026 Market Intelligence Blast — Penske Automotive Group

email clickedcampaign1 months ago

March 2026 Market Intelligence Blast — Penske Automotive Group

Serra Automotive Group (AL)

Birmingham, ALProspectRep: Sarah Mitchell

7

touches

2

emails

1

calls

0

meetings

Last touch

1 months ago

email openedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — Serra Automotive Group (AL)

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Serra Automotive Group (AL)

email clickedcampaign3 months ago

Credit Market Update — Spring 2026 — Serra Automotive Group (AL)

email openedcampaign3 months ago

Credit Market Update — Spring 2026 — Serra Automotive Group (AL)

email sentcampaignby Lisa Morgan3 months ago

Credit Market Update — Spring 2026 — Serra Automotive Group (AL)

Prime Automotive Group

Westwood, MAActive CustomerRep: Emily Chen

7

touches

1

emails

0

calls

2

meetings

Last touch

3 weeks ago

linkedin messagemanualby Emily Chen3 weeks ago

Linkedin Message — Prime Automotive Group

Sent LinkedIn InMail about industry trends.

meeting setmanualby Emily Chen1 months ago

Meeting Set — Prime Automotive Group

In-person meeting confirmed at dealership for product demo.

linkedin messagemanualby Emily Chen1 months ago

Linkedin Message — Prime Automotive Group

Sent LinkedIn InMail about industry trends.

meeting setmanualby Emily Chen2 months ago

Meeting Set — Prime Automotive Group

In-person meeting confirmed at dealership for product demo.

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Prime Automotive Group

Garber Management Group

Saginaw, MIProspectRep: Michael Thompson

7

touches

4

emails

0

calls

0

meetings

Last touch

1 months ago

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Garber Management Group

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Garber Management Group

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Garber Management Group

email clickedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Garber Management Group

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Garber Management Group

Bowers Automotive Group

Chattanooga, TNActive CustomerRep: Sarah Mitchell

7

touches

1

emails

1

calls

2

meetings

Last touch

3 weeks ago

call completedmanualby Sarah Mitchell3 weeks ago

Call Completed — Bowers Automotive Group

Dealer requested pricing for full suite upgrade.

meeting setmanualby Sarah Mitchell1 months ago

Meeting Set — Bowers Automotive Group

In-person meeting confirmed at dealership for product demo.

meeting setmanualby Sarah Mitchell1 months ago

Meeting Set — Bowers Automotive Group

In-person meeting confirmed at dealership for product demo.

email clickedcampaign2 months ago

Credit Market Update — Spring 2026 — Bowers Automotive Group

email openedcampaign2 months ago

Credit Market Update — Spring 2026 — Bowers Automotive Group

Ray Catena Motor Car Corp.

Edison, NJActive CustomerRep: Emily Chen

7

touches

2

emails

1

calls

0

meetings

Last touch

5 days ago

call scheduledmanualby Emily Chen5 days ago

Call Scheduled — Ray Catena Motor Car Corp.

Follow-up call scheduled for next Friday.

email clickedcampaign1 months ago

March 2026 Market Intelligence Blast — Ray Catena Motor Car Corp.

email openedcampaign1 months ago

March 2026 Market Intelligence Blast — Ray Catena Motor Car Corp.

email sentcampaignby Lisa Morgan1 months ago

March 2026 Market Intelligence Blast — Ray Catena Motor Car Corp.

email clickedcampaign2 months ago

Credit Market Update — Spring 2026 — Ray Catena Motor Car Corp.

Del Grande Dealer Group

San Jose, CAQualifiedRep: Jessica Williams

6

touches

2

emails

0

calls

0

meetings

Last touch

3 weeks ago

voicemail leftmanualby Jessica Williams3 weeks ago

Voicemail Left — Del Grande Dealer Group

Left voicemail regarding new product availability.

collateral generatedmanualby Jessica Williams3 weeks ago

Collateral Generated — Del Grande Dealer Group

Generated personalized market brief for upcoming sales call.

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Del Grande Dealer Group

email openedcampaign2 months ago

February Regulatory Digest — Del Grande Dealer Group

email sentcampaignby Lisa Morgan2 months ago

February Regulatory Digest — Del Grande Dealer Group

Rick Case Automotive Group

Sunrise, FLActive CustomerRep: Sarah Mitchell

6

touches

1

emails

1

calls

1

meetings

Last touch

1 weeks ago

collateral generatedmanualby Sarah Mitchell1 weeks ago

Collateral Generated — Rick Case Automotive Group

Generated personalized market brief for upcoming sales call.

call completedmanualby Sarah Mitchell1 months ago

Call Completed — Rick Case Automotive Group

Dealer interested in adding Fraud Prevention to their stack.

email openedcampaign2 months ago

Competitive Landscape — Top 50 Groups — Rick Case Automotive Group

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Rick Case Automotive Group

follow up duemanualby Sarah Mitchell3 months ago

Follow Up Due — Rick Case Automotive Group

Follow up on contract questions.

Rosenthal Automotive Organization

Reston, VANegotiationRep: David Park

6

touches

1

emails

1

calls

0

meetings

Last touch

1 months ago

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Rosenthal Automotive Organization

in person visitmanualby David Park2 months ago

In Person Visit — Rosenthal Automotive Organization

Visited dealership for trade show follow-up.

linkedin messagemanualby David Park2 months ago

Linkedin Message — Rosenthal Automotive Organization

Sent LinkedIn InMail about industry trends.

call scheduledmanualby David Park3 months ago

Call Scheduled — Rosenthal Automotive Organization

Follow-up call scheduled for next Thursday.

in person visitmanualby David Park3 months ago

In Person Visit — Rosenthal Automotive Organization

Visited dealership for trade show follow-up.

Byers Automotive Group

Columbus, OHActive CustomerRep: Michael Thompson

6

touches

0

emails

0

calls

1

meetings

Last touch

3 weeks ago

meeting setmanualby Michael Thompson3 weeks ago

Meeting Set — Byers Automotive Group

In-person meeting confirmed at dealership for contract renewal discussion.

follow up duemanualby Michael Thompson1 months ago

Follow Up Due — Byers Automotive Group

Follow up on trial activation.

linkedin messagemanualby Michael Thompson2 months ago

Linkedin Message — Byers Automotive Group

Sent LinkedIn InMail about industry trends.

collateral generatedmanualby Michael Thompson2 months ago

Collateral Generated — Byers Automotive Group

Generated personalized market brief for upcoming sales call.

in person visitmanualby Michael Thompson2 months ago

In Person Visit — Byers Automotive Group

Visited dealership for trade show follow-up.

Preston Automotive Group

Preston, MDProspectRep: David Park

6

touches

1

emails

1

calls

0

meetings

Last touch

1 weeks ago

in person visitmanualby David Park1 weeks ago

In Person Visit — Preston Automotive Group

Visited dealership for product walkthrough.

collateral generatedmanualby David Park1 months ago

Collateral Generated — Preston Automotive Group

Generated personalized market brief for upcoming sales call.

voicemail leftmanualby David Park1 months ago

Voicemail Left — Preston Automotive Group

Left voicemail regarding new product availability.

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Preston Automotive Group

voicemail leftmanualby David Park2 months ago

Voicemail Left — Preston Automotive Group

Left voicemail regarding new product availability.

Cavender Auto Family

San Antonio, TXNegotiationRep: James Rodriguez

6

touches

2

emails

0

calls

0

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Cavender Auto Family

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Cavender Auto Family

email openedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — Cavender Auto Family

email clickedcampaign1 months ago

New Product Launch — Credit Convert 2.0 — Cavender Auto Family

email sentcampaignby Marketing Team1 months ago

New Product Launch — Credit Convert 2.0 — Cavender Auto Family

Schomp Automotive Group

Highlands Ranch, COActive CustomerRep: Amanda Foster

6

touches

0

emails

0

calls

0

meetings

Last touch

2 days ago

voicemail leftmanualby Amanda Foster2 days ago

Voicemail Left — Schomp Automotive Group

Left voicemail regarding new product availability.

collateral generatedmanualby Amanda Foster3 days ago

Collateral Generated — Schomp Automotive Group

Generated personalized market brief for upcoming sales call.

collateral generatedmanualby Amanda Foster1 months ago

Collateral Generated — Schomp Automotive Group

Generated personalized market brief for upcoming sales call.

voicemail leftmanualby Amanda Foster3 months ago

Voicemail Left — Schomp Automotive Group

Left voicemail regarding new product availability.

voicemail leftmanualby Amanda Foster3 months ago

Voicemail Left — Schomp Automotive Group

Left voicemail regarding new product availability.

Zeigler Auto Group

Kalamazoo, MIActive CustomerRep: Michael Thompson

6

touches

2

emails

0

calls

0

meetings

Last touch

Yesterday

linkedin messagemanualby Michael ThompsonYesterday

Linkedin Message — Zeigler Auto Group

Sent LinkedIn InMail about industry trends.

email sentcampaignby Lisa Morgan2 months ago

February Regulatory Digest — Zeigler Auto Group

voicemail leftmanualby Michael Thompson2 months ago

Voicemail Left — Zeigler Auto Group

Left voicemail regarding new product availability.

email clickedcampaign2 months ago

Credit Market Update — Spring 2026 — Zeigler Auto Group

email openedcampaign3 months ago

Credit Market Update — Spring 2026 — Zeigler Auto Group

Ferman Automotive Group

Tampa, FLActive CustomerRep: Sarah Mitchell

6

touches

0

emails

4

calls

0

meetings

Last touch

2 weeks ago

call completedmanualby Sarah Mitchell2 weeks ago

Call Completed — Ferman Automotive Group

Discussed Q1 credit trends and upcoming compliance changes.

call completedmanualby Sarah Mitchell2 weeks ago

Call Completed — Ferman Automotive Group

Discussed Q1 credit trends and upcoming compliance changes.

portal content pushedmanualby Sarah Mitchell1 months ago

Portal Content Pushed — Ferman Automotive Group

Pushed new fraud alert to dealer portal dashboard.

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — Ferman Automotive Group

Follow-up call scheduled for next Tuesday.

call scheduledmanualby Sarah Mitchell1 months ago

Call Scheduled — Ferman Automotive Group

Follow-up call scheduled for next Wednesday.

Principle Auto

San Antonio, TXActive CustomerRep: James Rodriguez

6

touches

2

emails

0

calls

2

meetings

Last touch

2 weeks ago

meeting setmanualby James Rodriguez2 weeks ago

Meeting Set — Principle Auto

In-person meeting confirmed at dealership for quarterly review.

meeting setmanualby James Rodriguez1 months ago

Meeting Set — Principle Auto

In-person meeting confirmed at dealership for product demo.

portal content pushedmanualby James Rodriguez1 months ago

Portal Content Pushed — Principle Auto

Pushed new fraud alert to dealer portal dashboard.

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Principle Auto

email openedcampaign2 months ago

February Regulatory Digest — Principle Auto

John Elway Dealerships

Phoenix, AZActive CustomerRep: James Rodriguez

6

touches

1

emails

1

calls

0

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — John Elway Dealerships

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — John Elway Dealerships

linkedin messagemanualby James Rodriguez1 months ago

Linkedin Message — John Elway Dealerships

Sent LinkedIn InMail about industry trends.

call scheduledmanualby James Rodriguez2 months ago

Call Scheduled — John Elway Dealerships

Follow-up call scheduled for next Wednesday.

collateral generatedmanualby James Rodriguez3 months ago

Collateral Generated — John Elway Dealerships

Generated personalized market brief for upcoming sales call.

Holler Classic Automotive Group

Winter Park, FLActive CustomerRep: Sarah Mitchell

6

touches

2

emails

0

calls

1

meetings

Last touch

1 months ago

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Holler Classic Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Holler Classic Automotive Group

meeting setmanualby Sarah Mitchell2 months ago

Meeting Set — Holler Classic Automotive Group

In-person meeting confirmed at dealership for quarterly review.

email openedcampaign2 months ago

Credit Market Update — Spring 2026 — Holler Classic Automotive Group

email sentcampaignby Lisa Morgan3 months ago

Credit Market Update — Spring 2026 — Holler Classic Automotive Group

Courtesy Automotive Group

Phoenix, AZActive CustomerRep: James Rodriguez

6

touches

1

emails

0

calls

0

meetings

Last touch

1 months ago

email clickedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Courtesy Automotive Group

email openedcampaign1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Courtesy Automotive Group

email sentcampaignby Lisa Morgan1 months ago

Q1 Fraud Alert — Synthetic ID Spike — Courtesy Automotive Group

follow up duemanualby James Rodriguez1 months ago

Follow Up Due — Courtesy Automotive Group

Follow up on pricing request.

collateral generatedmanualby James Rodriguez2 months ago

Collateral Generated — Courtesy Automotive Group

Generated personalized market brief for upcoming sales call.

Earnhardt Auto Centers

Chandler, AZActive CustomerRep: James Rodriguez

6

touches

1

emails

3

calls

0

meetings

Last touch

1 months ago

call scheduledmanualby James Rodriguez1 months ago

Call Scheduled — Earnhardt Auto Centers

Follow-up call scheduled for next Thursday.

call scheduledmanualby James Rodriguez2 months ago

Call Scheduled — Earnhardt Auto Centers

Follow-up call scheduled for next Monday.

email sentcampaignby James Rodriguez2 months ago

Competitive Landscape — Top 50 Groups — Earnhardt Auto Centers

voicemail leftmanualby James Rodriguez2 months ago

Voicemail Left — Earnhardt Auto Centers

Left voicemail regarding new product availability.

follow up duemanualby James Rodriguez2 months ago

Follow Up Due — Earnhardt Auto Centers

Follow up on contract questions.