A search feature that searches keywords in activity.
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Niko Chalkiadakis
If I were to search "newport" it would show me both leads from events in newport as well as anytime that word shows up in conversation. This way I can easily locate old leads and circle back about new events or things like that. Having no way to search through conversations is difficult to locate people.
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David Stein
Please get this implemented! How frustrating is it that I am searching for a VIN that a customer sent by text but the salesperson forgot to put into the deal card and not I can't find it because the search function doesn't look in the messages to find the keywords we are searching?! This seems like an obvious feature that should be implemented asap!
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David Stein
If I search for a "GT3 RS" for example, it should show Mireyae ANYTIME that phrase shows up in any lead.
Shelby Parker
Hello Niko Chalkiadakis! I have a few more questions for you:
- What specific types of activities or events should the search feature prioritize when displaying results?
- How frequently do you anticipate using this search feature, and in what scenarios would it be most beneficial?
- Are there any specific filters or sorting options you would like to have when viewing search results?
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Niko Chalkiadakis
Shelby Parker Prioritize results that exactly match my search and then show results that are slightly varied from search.
I would use this feature constantly. But most typically when I don't have any new leads and want to circle back on old or dead leads that may want to know about new incentives, events, inventory, etc...
I wouldn't necessarily want any filters or sorting options besides avenue of messaging. Could sort via emails, texts, call logs, etc...