Add Token for User's Phone Provider Agent Line
planned
G
George Lawton
Add a token that will pull the salesperson's Agent Line from the Integrations tab in their profile. This will allow the user to share their text-able line via token.
Created by Emily Schaeperkoetter
Drew Adler
planned
K
Kate Gallagher
This would be extremely helpful to be able to add the sale persons agent line to their email signature which is not currently possible if signatures are locked for the store
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi George, thanks for the feature request! We'll continue to monitor this for votes, and you'll receive any updates automatically.
Shelby Parker
Hey George Lawton, thanks for your feedback! Following up on this:
- Can you provide a specific example of how you envision using this new token in your daily operations?
- Are there any specific formatting requirements for the Agent Line when it's pulled via the token?
- Would you like this feature to be accessible to all users or only to specific roles within your organization?
G
George Lawton
Shelby Parker
Hello Shelby. Here are the answers.
- This token will be used in our email templates, text templates (when applicable), and email signatures. It will replace #DV_UserCellPhone1# and #DV_UserWorkPhone1#.
- No specific formatting. The same formatting as the current #DV_UserCellPhone1# and #DV_UserWorkPhone1# tokens.
- This feature only needs to be accessible to expert users who create email signatures and templates.
* The Federal CARS rule was scheduled to go into affect on June 30, 2024. It's currently being appealed by the great state of Texas, but it strictly prohibits any undocumented written communication between dealership sales resources and clients, which includes text messaging. Allowing our sales staff to take text conversations with customers outside of the CRM and onto their personal mobile devices will be a violation of direct federal law if the CARS act passes as currently written. This feature request is to proactively prevent customers from being exposed to our staff's personal cell phones in the first place and circumvent the issue.
Hope that helps!