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Exporting Buyer Information for Follow-Up and Reporting

Download and manage your list of commercial customers to fuel your email marketing, CRM follow-ups, and long-term fleet retention strategies.

Why Exporting Buyer Data Matters for Your Strategy

Your buyer list is more than just a contact sheet; it is a map of your Fixed Ops potential. By exporting this data, you can identify which businesses own high-margin units and target them for specialized service offers.


Step 1: Access the Buyers Dashboard

  1. Log into your Work Truck Solutions dealer portal.

  2. Navigate to the Buyers tab in the left-hand sidebar.

  3. This will display a list of all individuals and businesses that have engaged with your inventory or submitted inquiries.


Step 2: Filter and Segment Your List

Before exporting, ensure you are pulling the most relevant data for your current goal:

  1. Use the Filter tools to sort by Last Activity Date or Vocation (if available).

    1. Pro Tip: If you are running a service special for heavy-duty trucks, filter for buyers who purchased or inquired about Chassis Cabs or Service Bodies.


Step 3: Trigger the Export

  1. Locate the Export button (typically in the top right corner of the Buyer table).

  2. Select your preferred format (e.g., CSV for Excel/CRM or PDF for a quick reference list).

  3. The file will download immediately to your device.


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