Add Additional Previous Delivered Deal Information (Trim, Deal Type, Lien Holder / Lender)
gathering votes
B
Bonnie Pipkorn
The ability to see information of previous deal...trim level, lease or purchase, lien holder.
J
Jacob Coleman
Merged in a post:
Lease vs Purchase in Deal Summary Window
F
Freddy Boutros
When I look at a previous Delivered Customer's Deal Summary. It says the term and interest rate of the deal. But it does not specify Lease or Purchase. This would be very helpful in communicating to the customer about current offers (lease loyalty, etc...)
Drew Adler
Merged in a post:
See more details for past car deals int he profile
K
Kearston Shannon
We would like to be able to see the details of a customers purchase in the deals tab in their profile. Things like their rate, payment, how much they put down, the bank they financed through, etc
Shelby Parker
Thank you for posting, Kearston Shannon! I have a few more questions for you:
- What specific details about past car deals are most important for you to see in the profile?
- How frequently do you anticipate needing to access these past deal details?
- Are there any privacy or security concerns we should be aware of when displaying this information?
K
Kearston Shannon
Shelby Parker Things like their rate, payment, how much they put down, the bank they financed through, the purchase price of the car, and the amount financed. They are convenient to have access to in the customer profile when they come in to trade their car so we have easy access to the previous purchase information. No privacy or security concerns that I am aware of.
Drew Adler
Merged in a post:
Add more information to the Value Tab under a Customer Card i.e. Deal Type, Lender, Survey Scores etc.
Jonathan Schultz
So that there is no confusion for customers who have purchased more than one vehicle with us, it would be great if under delivered deals, it would show how the customer purchased the car, i.e. leased, financed or paid cash.
Drew Adler
Merged in a post:
Seeing Lender on deal section
N
Nicole Kampf
We need to be able to see which lender we had the customer use on the deal. This is very important and all CRMs I've used in the past 20 years have it
Drew Adler
updated the status to
gathering votes
Drew Adler
Merged in a post:
Lease / lien holder info
GREG MAKOSKI
Would be nice on the deals tab to include lease company info. A vin check is easy enough but this addition would make it super easy.
Drew Adler
Merged in a post:
See trim level of vehicle purchased under current and past deal
B
Bonnie Pipkorn
It would be helpful to see past and present trim level of vehicle in deal folder
A
Alicia Alonso
Please! This would be helpful!
M
Matthew Gracyalny
This is a must have.
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