Feature Requests

Looking to have more detailed reporting specific to Service leads, such as response times, appointment setting rate, agent management and more.

Looking to have more detailed reporting specific to Service leads, such as response times, appointment setting rate, agent management and more.

We have customers that we call to remind about parts that have been ordered and have arrived. Right now, we are adding manual tasks to remind our reps to call the customer back to try and schedule an appointment to have it installed. It would be great if we could make a series of tasks in bulk when we put the lead information directly.

Right now, all service BDCs are retained on 100% of the leads they are initially assigned to. We would like the ability to implement true round-robin assignments for deals and therefore would need the ability to customize this retention setting.

Have a place where you see all service appointments and where you can add a Service Appointments from that appointment screen

In the new Mine Service, it would be great to be able to filter by odometer to be able to create tasks for finance to reach out to customers about extended warranties and be able to exclude cars with low miles or too high miles

Be able to input a group of customers via excell sheet to be able to run a service campaign tasks or even sales tasks for the service pipeline.

If an internet lead comes in but is really a service lead, changing it to service lead shouldn't kill it it should move it to the service bucket.

It would help our BDC team if we could summarize the xml data that is sent over as a lead, so that they could understand quickly what coupons/services/vehicle details are being entered in by the customer.

I would like to be able to look up a customers profile by using a Repair Order(RO) number of their previous services that they have had at the dealership. If it could be added to the quick search bar that would be great.