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Hot emblem on searchbar
I have asked 10 people here and we all want a hot leads button up top (flame icon). Just so at a quick glance we can see all of our leads that are our most likely prospects, and we can focus our time on them. Thank you, you all rock
2
1
Search by Year Make & Model
It would be beneficial to be able to search a vehicle by Year, Make & Model instead of only the stock #
1
2
Connections for a Customer appear in Quick Search
The Connections feature is great, but for better utilization. This should be accessible in the duplicates menu
4
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gathering votes
1
Key Word Advanced Search (Notes, Texts, Emails, etc.)
Is it possible to search notes by keywords or phrases? can this be made possible, like searching messages on your cell phone.
28
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gathering votes
209
Phone Calls/Texts/Email counter
Is there a way to display Phone Calls/Texts/Email counter right next to the search box, or anywhere in the front page.
0
1
Search by address
It woul be benficial if the CRM allowed us to search by the clients address, rather than only name and phone #.
13
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gathering votes
65
Accurate Search
If I type in a customers exact name or phone number and hit enter, a completely different profile will popup. As I am typing the correct profile will populate below but you have to click on it opposed to hitting enter.
0
2
Search by DMS Deal Number
Wondering if it's at all possible to add a deal number as a query in the Quick Search bar up top. I know we can type in stock numbers, but a deal number would be awesome.
17
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gathering votes
94
Search bar
Have an "Advanced search" type of search where we can search by address, vehicle, etc.
2
6
Quick Search Sorting Algorithm
The quick search should prioritize the contacts of the salesperson who is logged in to the system. Having to scroll through other salespeople's leads is incredibly inefficient.
1
1
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