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Dylan Smith
Can we get a task for the next day sold for a call or video
Shelby Parker
Thanks for the suggestion, Dylan Smith — totally hear you on how a next-day call/video task after a vehicle is marked sold could help tighten up the follow-up. Quick couple questions so we can make sure we build it the right way: when a deal is marked sold, who should the task be assigned to by default (salesperson, BDC, or a specific role/team)? What’s the main goal of that next-day touchpoint (delivery follow-up, thank-you/check-in, walkthrough, review request, etc.)? And should it fire for every sold deal automatically, or only in certain cases (like retail only, only when delivery is scheduled, specific lead sources)?
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Dylan Smith
Shelby Parkerthanks for the quick follow up. So whenever a deal is marked sold by management, a call/text/video thank you task can be scheduled so that follow up is easier. Corporate is loving the fact we can send videos, so maybe that can be scheduled separately if possible. I think every retail sold vehicle should be good, wholesale is more out of the CRM currently.