Add Trade Vehicle Information to Customer Card Top-Right Header
gathering votes
T
Tori Bentley
When a customer has a trade in we should be able to see that at the top right of the screen under the vehicle of interest and lead info. See picture for example don't judge my awful handwriting....
A
Alan Ziffer
YES
Drew Adler
gathering votes
L
Lisa Lyons
This is Super Important for a BDC to be able see this easily from the get go! PLEASE ADD THIS FOR US... We're Busy & Need all the shortcuts we can get!
Shawn Goebel
under review
Shawn Goebel
Merged in a post:
Trade In
A
Alan Ziffer
Trader Ins should be on the header of the lead. 1) You want to mention the trade on the first communication. 2) We get a lot of leads from customers wanting to sell cars we want to buy. Should not have to go digging around to find it.
Shawn Goebel
Merged in a post:
Customer Trade Info
Jonathan Schultz
Please for quicker information on the customer screen provide not only the vehicle and deal number at top right corner but also the trade info up here has well. It would increase productivity if we could see the trade vehicle as well. Please make this happen if you can. Thanks in advance!