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Sales CRM Desktop

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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...
Lori Martin over 4 years ago in DealerMine / Customer Profile / Traffic Log 0

Show Delivery Date in the traffic log

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...
Guest about 5 years ago in DealerMine / Traffic Log 0

Feature request - For Case 315378

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.
Katie Stackhouse over 5 years ago in DealerMine / Portfolio 0

Delete/Set Complete old follow ups

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...
Guest over 5 years ago in DealerMine / Work Plan 0

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)
Katie Stackhouse about 6 years ago in DealerMine / Work Plan 0

Ability to Move Column in Portfolio

Would like the ability to move columns in the Portfolio.
Guest about 6 years ago in DealerMine / Portfolio 0

Display accessories description somewhere in add delivery pop up

Would like to have the accessory description show up in the add delivery pop up.
Guest over 5 years ago in DealerMine / Delivery Log 0

Dealer Trades - DVNH

Would like to be able to delete a dealer trade in Traffic Log > Dealer Trade
Guest over 5 years ago in DealerMine / Traffic Log 0

Default Email Template

Could you make a default email template available based on user role rather than based on contact type? this is especially necessary for salespeople who might not be prompted to send an email based on a contact type but are constantly sending emai...
Guest over 6 years ago in DealerMine / Work Plan 0

Delivery Log Request

When using the Delivery Log tab, we would like to see an All option in the dealer dropdown because we have some departments like wash bay and PDI that do this work for All locations. It would be easier then having to go through every location when...
Guest almost 5 years ago in DealerMine / Delivery Log 0