Feature Requests

This needs to become an option again - so many times the DMS and CRM do not match and we need to relink them in the CRM to show a vehicle sold. Also if a lead needed an appt or something before being closed out - we used the unlink and relink buttons daily to fix these things.

Would it be possible to have an Appointment Section in the pipeline?

There is a delay in Open Deals, Deal Status Is Open. New Customer Added last night not showing up in Open Deals this morning. Dead Customers delayed in removal from Open Deals.

Trade ACV, Gross on last pencil, and if lease numbers were presented

Once a client has been marked as a hot lead with the flame icon, those should auto filter to the top of every page. While you can filter down to these clients, it would be helpful to be able to see a full list with these clients pulled to the top.

I think it would be very helpful to have a way to see just leads that have been marked "hot" or that you've made contact with.

I believe adding either to the Pipeline or another line for the store total, teams and individual salespeople adding the ability to see what they are tracking or pacing for the month would be awesome!!

To have a Deposit status for the customers who have made a deposit so the BDC agents don't call them.

It would be nice for the road to sale check list be in the deal profile so we do not have to go to another screen to complete it, Would also be a great idea to be part of the check out process instead and the deal is unable to be checked out until a manager or someone with access to do so completes the road to the sale.

User would like to be able to edit the sold status (ordered, sold, pending) without unmarking the deal unsold first.