Ability to Access Customer Card from Unlinked Deals
gathering votes
S
Suzie Edgecombe
When matching unlinked deals, it would be helpful to be able to click into the CRM profile of the suggested match to verify prior to clicking Match. Currently, we would have to open a second window of DriveCentric and search for that customer to verify the deal prior to matching.
Drew Adler
gathering votes
Shelby Parker
Hey Suzie Edgecombe, thanks for your feedback! I have a few more questions for you:
- Can you describe a typical scenario where you need to verify the deal prior to matching?
- What specific information from the CRM profile do you usually check to verify the deal?
- How often do you find yourself needing to open a second window to verify the deal?