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.
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
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.
Shawn Goebel
Bonnie Pipkorn Thank you for the feature request! This is possible in Mining! You can mine by Deals or Customers (depending on what you're looking for) and once you have the list of customers and deals, you can add more columns that will tell you information about the deal such as deal type, trim level. etc. We will not tell you lien holder, this information is not part of our integration with the DMS. Do you want to check out Mining and let me know how things look in there?
J
Jonathan Chizever
Shawn Goebel: I see this information in mining and under previous deal details when I view a customer. We just moved over from XRM and in which we could look at previous deals and see total gross, if they bought a warranty, gap, and who they financed with. This was incredibly useful when working previous customers to get a quick glance at their buying behavior. Is anything comparable in the works?
Shawn Goebel
Jonathan Chizever: Thank you for the information! There is nothing planning or in the works as of right now! We are limited with what information we are sent from the various DMS'. Thank you again for information!
Shawn Goebel
under review
D
Dan Nowakowski
Agreed! They can pull any info from the DMS, they should be able to pull this as well and display it.
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