The Customers Dashboard provides a detailed overview of all your dealership’s contacts. Information is organized by full name, email, phone number, and source, making it easy to access, manage, and understand your customer data.

The Customers Dashboard consists of four pages:
Contacts, Test Drives, Car Loans, and Trade Plates.

Before You Begin

The CMS has two levels of settings:

• Dealer Level — where customer data, locations, and major configurations are managed

• Website Level — where settings apply only to a specific site

You must be on the Dealer Level.
Then, on the left-hand sidebar, click Customers.
Once selected, you will land on the Contacts page.

1. Contacts

The Contacts page is where you can view and manage your customer database.
You can view, or delete contacts (unless the contact is protected—explained below).

Top Section: Importing & Exporting

At the top of the page, you’ll find options to:

• Export Contacts to a CSV file for reporting or analysis

• Upload a CSV File to import external lists

• Add New Contacts manually to keep your database complete and up to date

  

Search & Filter Tools

The filter panel helps you narrow down customers based on different criteria:

• Date Range
Filter customers by the date they were created (via online enquiry or added manually).

• Portal/Garage Access
Shows which customers have signed up for your website’s My Garage portal (if enabled), allowing them to save favorite vehicles and manage their account.

• Opt-in to Marketing
Shows customers who have subscribed to newsletters, promotions, announcements, or blog updates.

• Filter by Tags
If you use tags on your stock, you can filter customers who interacted with these tagged vehicles.

• All Lead Statuses
Filters customers based on the status of their leads in your LMS (from the Leads module).

• All Locations
View customers associated with a specific dealership location.

• Personal
Shows customers who are individuals.

• Commercial
Shows customers set up as businesses (with Business Name and ABN).

Why Some Contacts Cannot Be Deleted ?

Certain customers cannot be deleted because they have associated:

• Lead clusters

• Text message history

• Deliveries

• Reviews

These records must remain linked for system integrity and reporting accuracy.

2. Test Drives

The Test Drives page displays all test drives your dealership has organized.

From here, you can:

• View and edit existing test drive bookings

• Create a New Test Drive using the customer information already stored in your system

This ensures all test drive activity is tracked and linked to your customer records.

3. Car Loans

The Car Loans page allows you to view and manage car finance applications associated with your customers.

You can:

• Edit existing car loan entries

• Click + New Car Loan (top right) to create a new entry

• Select the customer and their chosen vehicle during setup

This helps your dealership manage finance leads efficiently.

4. Trade Plates

The Trade Plates page stores and manages all trade plates for your dealership.

You can:

• View and manage each trade plate assigned

• Click + New Trade Plate to set up a new one

• Choose the dealership location and assign the trade plate accordingly

All active trade plates will be listed and maintained in this section.

That’s it!

The Customers Dashboard is your central hub for managing customer information, test drives, car loans, and trade plates. Use the filters, tools, and structured pages to keep your dealership’s customer data clean, organized, and actionable.

If you have further questions or require assistance, please don't hesitate to contact us: support@dealerstudio.com.au