Add information from client profile in the commonications tab
K
Keri Manzer
It would be nice to have more information on the client in the communication tab withut opening up the client card (Dealership - vehicle - pipe stage - source - sales rep - bdc agentm- appointment). This could help tailor our responses quicker. There is lots of room beside the client name to put this information.
Shelby Parker
Hello Keri Manzer! I have a few more questions for you:
- What specific information from the client profile would be most beneficial to display in the communications tab?
- How frequently do you need to access this information while communicating with clients?
- Are there any privacy concerns or permissions that should be considered when displaying client information in the communications tab?
K
Keri Manzer
Shelby Parker I would like to see the VOI, Source, Sales Rep, Pipeline Stage and Dealership. We use this on almost every communication so we know what dealership we are writing on behalf for as well as mentioning visists/VOI/Reps/Source. I do not beleive there is any privacy concerns.