We would like to change the Lead by Source Reporting to report off of the Appointment Due Date instead fo the Appointment Created Date. "I was working with a dealership on lead reporting. We were using the Lead by Source report by salesperson. Whe...
Feature Request for Traffic Log - Option to Hold Filters
When on traffic log - you can hit heart which saves the date - would also want it to hold the filters that have been selected so they come back on each login
Feature Request - Customer profile- Default to Traffic Log
We would like to be able to default the tab the user lands on when going into a customer profile. Service staff would like to land on a different tab than sales staff. For example, service would like to land on the service history tab and sales pe...
On the Traffic log, in the Status column under the followup box please show the next Delivery Date/Time and the delivery icon. Also put a hover over saying "Delivery Date". Only show this if they have the delivery product and the login user have a...
Would like a way to easily see all service customers that have no sales purchase history and no salesperson attached to their profile and be able to assign a salesperson to those customers.
Would like to be able to delete or set to Completed old follow ups. If there are old follow ups in our system, it would be nice to have the option to select a date range, salesperson, follow up type and use these items to select the follow ups you...
Auto Populating Tasks for Salespeople based on traffic type and sources
I would like the ability to build auto populating tasks for salespeople in their work plan based on specific source and traffic types. Example - TRAFFIC TYPE = Internet Lead, and then MEDIA = (Facebook)
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