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Pin Customers
It would be helpful to have an additional section on the side bar where we could pin certain customers that have "pending" needs such as updates on vehicles and such.
11
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Sidebar
·
gathering votes
48
Manually Change Status
We should be able to manually change the status of such internet leads, for example if we accidentally check someone in, or accidentally trigger something as engaged, we should be able to reverse that and change the status.
1
·
Sidebar
1
Notifications
When you open a notification from a customer that has multiple text or emails in, it should clear all the notifications for the profile. Going back and forth to opening an alert for one customer is a bit tedious.
1
·
Sidebar
2
Improve Multi-Tab Navigation in DriveCentric
When right-clicking the Home button and selecting Open link in new tab, it should open a new DriveCentric page instead of opening the minilogo.png image (the DriveCentric logo).
1
·
Sidebar
1
Desking Manager as well as Finance manager
We would like to be able to list the closing/desking manager as well as the finance director. Their name would be listed in the same manner as the "Sales" or "BDC" Agent
3
·
Sidebar
6
Duplicate Lead Filter on Sidebar (Similar to Unread)
The option to sort out dupes only. Like the option to only see unread notifications, but for the lead bucket
5
·
Sidebar
·
gathering votes
44
Notification for Text or Email response for Sales Managers.
When a customer sends a text back to a specific manager it show's in un replied with everyone else in the sales team because of our supervisor access. There may be 30 to 40 un replieds at our store at any given moment because of our volume. All you would have to do is have it tag the Notification Bell per user, so that way we can still monitor all un replied and also get a notification when someone has replied to our text or email.
2
·
Sidebar
2
Add Ability to Filter the Sidebar & Unreplied to User-Specific
It would be great that as I have access to the whole dealership to only see notification (messages and such) that are linked to my name vs everyone at the dealership. Same with new leads
17
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Sidebar
·
gathering votes
91
Genius Follow Up - Show Store
Unlike Leads and Conversations, Genius Follow-Up notifications don't show a store location label. For those with an enterprise view of multiple stores, it would help to have the store listed in the slide out view on the sidebar.
2
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Sidebar
·
under review
10
Moving the live chat.
I noticed this issue during the training, the "next" button is covered by the live chat bubble. I feel like this bubble would be better suited on the bottom left near the bullhorn and store data icons are, rather than the bottom right where it currently is. During the training it gets in the way.
1
·
Sidebar
2
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