Hover over any lifecycle segment on the customer list, customer profile, or appointments screen, and additional info and definition will appear.
Below is a master list of the possible tags and definitions that you might see in Lifecycle.
| TAG | HOVER STATE TEXT |
| Finance | Customer financed the vehicle. |
| Factory Warranty | Purchase customers that currently have a Factory warranty that is expiring in less than 90 days. |
| Finance Upgrade | Loan customers who are in a positive equity position. |
| Anniversary | This customer's vehicle purchase anniversary is this month. The monthly Lifecycle vehicle wallet email will include a vehicle purchase anniversary message. |
| Birthday | This customer's birthday is this month. The monthly Lifecycle vehicle wallet email will include a happy birthday message. |
| High Apr | Loan customers with a high APR rate (typically 9% or higher). |
| Lease | Customer leased this vehicle. |
| Lease Overage | Lease customers with 12 or less remaining payments who are projected to go over their allowed mileage before lease end. |
| Lease Upgrade | Lease customers who have a lease ending soon (typically 6 months or under). |
| Cash | Customer paid cash for this vehicle. |
| Active | Last Service Date is within the last 12 months. |
| Service Conquest |
(What is the logic here? I had trouble finding info in confluence) - Sohel: is the same as Upcoming Service. Customer has an upcoming service appointment scheduled at the dealership. |
| Recently Lost | Stopped servicing within the last year, but has serviced within the past 24 months. |
| Upcoming Service | Customer has an upcoming service appointment scheduled at the dealership. |
| Defected | Haven't serviced in 2+ years, but has serviced at least once before. |
| Never Serviced | Purchased a vehicle, but never serviced at dealership. |
| Extended Warranty | Purchase customers that currently have an Extended warranty that is expiring in less than 90 days. |
| Warranty Alert | Purchase customers that currently have a factory or extended warranty that will be expiring within the next 90 days. |
| Buyback Vehicle | Includes service customers with vehicles exceeding three years since purchase. |