Add a Customer Without Opening a Deal
complete
Shawn Goebel
Have the ability to add a customer in DriveCentric without having to open up a deal.
Michele McCoy
complete
We are excited to announce that you now have the ability to add a customer without an open deal. When creating a new customer, at the bottom of the module you will see the button for "Add a Deal". This will be enabled, but can be disabled by clicking on the button.
You can view this release and others in Changelog ->
https://drivecentric.canny.io/changelog/add-customers-without-an-open-deal
J
Jack Johansing
Michele McCoy This is fantastic!
T
Tom Clark
would be able to do a mass upload, opened a new nissan store and prior customers would have to manually input, can we have import from excel or something feature?
Drew Adler
in progress
Here is a preview of how this will function during the Add Customer flow!
M
Molly Sasenick
Drew Adler So excited about this! If it comes out as a beta test please include our stores!
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Jack Johansing
Drew Adler YES! This looks super legit and will be a huge help when prospecting.
Drew Adler
Merged in a post:
Add an option for in person contact
J
Joel Lay
for those of us that have been in this business a while, we do have in-person contacts with clients that aren't justified to create a lead. We need a way to log these beyond just putting in notes. i talk to at least half a dozen a week in our service department.
Also agree, inbound calls should create a call event.
Shawn Goebel
Merged in a post:
is there a way to make it simplified for the service side to quick add a customer to the system to text?
Jonathan Schultz
is there a way to make it simplified for the service side to quick add a customer to the system to text?
R
Rodney Marco
Laniece 11/11/22 Fri 3pm
Shawn Goebel
planned
Shawn Goebel
Merged in a post:
in person contact
J
Joel Lay
It would be nice to have a follow up task/option for when we have an "in person" contact with an existing client. For example, when I see a client in the service department and speak with them. We need a way to record these interactions. Also need a way to record snail mail contacts from Christmas cards and birthday cards sent out.