Ability to Copy Business Rules to All Stores in a Group
gathering votes
William Newby
The ability to set processes up throughout an entire auto group and set business rules up that way.
Drew Adler
Merged in a post:
Global Business Rules changes
C
Cameron Hellmuth
It would save our team and the DriveCentric team A LOT of time if we could globally update our business rules for new leads across all our 9 stores with one update. Please and thank you!
Shawn Goebel
gathering votes
Shawn Goebel
William Newby Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Great to hear your perspective, William Newby! I have a few more questions for you:
- Can you provide examples of the types of business rules you would like to set up at the auto group level?
- What specific processes are you looking to standardize across all stores?
- How do you envision the admin level functioning in terms of overriding or modifying rules at individual store levels?