Add Deal Slider
under review
A
Alaina Hosein
Can we have the "add deal" slider default to off rather than on?
A
Alaina Hosein
We have leads come in through CallRevu - Autotrader and various sources, what we're trying to do is give the sales guys the ability to add their lead in before the original source hits driveccentric. The reason why we need the slider to be defaulted to "off" is because we'd rather have them skip being able to add their own lead unless necessary.
J
Jacob Coleman
under review
J
Jacob Coleman
Hi Alaina Hosein, thanks for the feature request! Can you help me understand the use case a little better? Are you in a service role where most of the customers you're entering into the CRM are not purchasing a car?