Add Finance Manager to Deal details
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Susan Grogan
On a sold car, please add finance manager to the Deal details.
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Gabe .
@POD11 Shelby Parker
Huge assistance with putting Sales Manager and Finance Manager into every single deal. This will help us properly follow up with the right manager if something comes up and possibly track performance for all managers.
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Alex Weidenbenner
Merged in a post:
Add Finance Manager to Deal Details
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Camila Martinez
It would be very helpful to have name of Finance Manager that worked a deal under the customer's profile/card. As a receptionist we need to get this information all the time to help customers with finance problems.
Shelby Parker
Thanks for posting this, Camila Martinez — really appreciate the feedback. Totally hear you on how helpful it would be for reception to quickly see the Finance Manager tied to a deal when customers call in with finance questions. I’m sharing this with the team for review, and we’ll follow up if we need any additional details from your workflow to make sure we’re solving it the right way.
Shelby Parker
Thanks for sharing this, Susan Grogan — really helpful call-out. I can see how having the Finance Manager listed directly in the Deal details for a sold car would make things a lot smoother. I’m looping this into our review with the team, and we’ll follow up if we need any additional context.
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Susan Grogan
Shelby Parker Thank you!