Feature Requests

When rotated off of a deal. BDC should not be clocked out due to it possibly happening multiple times a day.

Notifications and tasks should not disappear or be marked as complete until sales consultant responds to customer. When a manager or Ai responds to a customer for sales consultant, the sales consultant should have a task or notification to follow up with customer.

It would be nice to be able to duplicate Permission Groups/Permissions. ie: Salesperson may need one or two more/less permissions than sales BDC but with current functionality you have to create each permission group from the ground up.

We are running into an issue where a duplicate lead gets into the CRM not long after the initial lead. We have already had VERY recent communication with the customer, and another message/call would be overkill and not appropriate. We need a way to stop the clock on these duplicate leads.

Quite often I am getting unnecessary tasks such as anniversary and lease end tasks for customers who have already traded in their car, bought it out, totaled it, etc. It would be nice if for example my customer comes in and buys out their lease that I can move that deal into a category where it doesn't generate new 1 month 6 month 1 year tasks... the same goes for any customer that no longer owns their vehicle for one reason or another. It can be quite tedious having to review every customer's past deals before completing anniversary tasks. This will also help bring down the amount of unnecessary tasks in the workplan.

Could you add a setting to business rules that would schedule the rules or process from when the lead is answered rather than when it hit? Dealers who are closed on Sunday walk in on Monday morning to 3 days of missed follow-up from a lead that happened after closing on Saturday. The amount of time we spend at the beginning of the week rescheduling follow-up and adding those that were missed is ridiculously long and having this setting would save us A LOT of time :) Thanks!

I’d like to see our incoming leads go through an automated sifting process that assigns them based on who last delivered a vehicle to that customer. That way there’s no confusion about who has worked with whom, and the leads automatically route to the right salesperson. If the system can’t find a match, the lead should go into the general pool (or default rotation). This would prevent overlap, keep ownership clear, and make sure every customer is tied back to the right point of contact from the start.

Many times, the first thing we do with a lead is call them. Some calls only take a minute or two, but some others can take nearly an hour. This breaks our time on responses, if we can have it so when we start a call it counts that would be awesome. Thank you!

Add "Video Sent to Customer" option from Business Rule Ignore If filters.

I would very much like to be able to restart a workflow or re-enter a workflow at any point. For example, if a customer engages but then falls out of engagement, I would like to be able to re-instate my original unengaged workflow to have a 30-day follow up instead of having to manually schedule each individual task.