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How to Filter Inventory Search by Primary Contact / Sales Representative
How to Filter Inventory Search by Primary Contact / Sales Representative

Learn how to pull up a team member's assigned inventory items for a quick pow-wow in just few clicks.

Ken Lane avatar
Written by Ken Lane
Updated over a week ago

When managing your inventory and listings, it can be easy to lose track of which sales representative is responsible for which item. For the sake of pulling up a sales representative’s assigned inventory items, you can now filter inventory searches based on the item’s primary contact or sales representative. Pulling up a team member’s assigned inventory takes just a few clicks.

1. Navigate to https://www.dealershipdrive.com/ and log into your Dealership Drive account.

Screenshot of: Make sure you are logged into your Dealership Drive account.

Click "Inventory Management" followed by "Inventory."

Screenshot of: Click "Inventory Management"

Screenshot of: Click "Inventory"

From the Inventory search panel, select the downward facing carrot arrow beside “Primary Contact / Sales Rep” (3.) to view a drop-down for filtering your inventory search results by each item’s assigned primary contact or sales representative.

And it’s really that easy! Now you’re ready to quickly and easily pull up a segmented list of inventory items based on their assigned contact or sales representative.

If you have any additional questions about using Dealership Drive, don’t hesitate to contact us for assistance.

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