Workflow guide
How to review inactive customer relationships
Identify quiet relationships, inspect the evidence behind inactivity, and create a task, reminder, or opportunity for deliberate win-back work.
- Subject owner
- VehicleDesk Product
- Last reviewed
- 2026-07-31
Define inactivity from available history
A customer is not labeled inactive from intuition alone. The workspace uses the imported visit and service history available to the tenant and keeps the observation window visible.
Inspect the relationship before acting
Customer, vehicle, last-visit, value, service, contact-readiness, and existing-work context help staff decide whether a new action is appropriate.
Choose an internal next step
A task, reminder, or opportunity can preserve ownership and timing. The inactive-customer workspace does not send a message or make a call on its own.
Measure evidence, not promised lift
VehicleDesk can record the workflow and resulting state, but the marketing site does not claim a retention lift, conversion rate, or recovered revenue without reviewed customer evidence.
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