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Sales Planner

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AV to QDMS notification of pending deals in Saleplanner

Our sales staff typically enter customers into Sales Planner and then create a deal in Autovance directly from Sales Planner. When opening Autovance, users are notified if the vehicle on the deal may already be pending a sale. This allows staff to...
Mark Metez 2 months ago in Quorum DMS / Sales Planner 0

Communicator Notes/Flags on QLeads

Looking to have an option to make a "note" within the Sales Planner Communicator Chat. Similar to when a Phone Number is given and we are able to mark "Contact made" and then type a few notes. We have an alarming amount of Sales Planner Qlead repl...
Guest almost 2 years ago in Quorum DMS / Communicator / Sales Planner 0

Enhancement Request: Automated Birthday Reminders in Sales Planner for Enhanced Customer Engagement

Sales Planner is a valuable day planner utilized by salespeople to stay connected with their customers. Recently, a request has been made to introduce a new feature that automatically generates a task reminding salespeople to reach out to customer...
Stephen Kennedy over 2 years ago in Quorum DMS / Sales Planner 1 Planned

Enhancement Request: Streamlining Vehicle Search in the Sales Planner Application

Within the Sales Planner application utilized by Sales professionals to effectively administer their daily operations, a notable functionality entails a vehicle search feature. Presently, this feature necessitates users to meticulously input preci...
Bret Walters over 2 years ago in Quorum DMS / Sales Planner 1

Streamlining Information Retrieval and Enhancing Prospecting Efficiency in Sales Planner

A more efficient way to gather the necessary information in Sales Planner is by including contact details (phone numbers and email) and the specific vehicle of interest under the names of prospects listed on the left side of the page. This approac...
Elisa Benzer almost 3 years ago in Quorum DMS / Sales Planner 1

Enhancement Request: Email Address Search Functionality for Associates in Sales Planner Application

In the Sales Planner application, which salespeople use for their daily planning, there is a simple request to add the ability to search for associates by email address. Currently, on other lead generating platforms, only the customer's email is p...
Elisa Benzer almost 3 years ago in Quorum DMS / Sales Planner 1

Adding Co-Applicant Functionality to Sales Planner Application

We kindly request an enhancement to the sales planner application, allowing users to include co-applicants when entering new sales prospects. This improvement ensures a seamless flow throughout the entire system, including related applications suc...
Guest about 4 years ago in Quorum DMS / Sales Planner 1

Streamlining Vehicle Selection in Sales Planner Application

We kindly request an enhancement to the Sales Planner application, specifically regarding the vehicle search functionality within customer prospects. When a vehicle search yields multiple results, it is crucial to provide users with a straightforw...
Tommy Harris over 5 years ago in Quorum DMS / Sales Planner 1