Adding a Finance Manager to the Customer or Deal; Customer Card.
gathering votes
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Jenny Southard
Is it possible to have the Finance Manager pull over on a booked deal?
Drew Adler
Merged in a post:
Finance manager added to deal info
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J.D. Hunter
Old CRM systems let us see which finance manager handled a deal. This was important when documents had to be brought in after the fact or continued issues arose that need the finance associate's attention. This is especially hard if you are taking over a deal or a customer comes in that is someone elses who isn't here.
Shawn Goebel
Merged in a post:
Adding a Finance Manager to the Customer or Deal; Customer Card.
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Rob Williams
Adding a Finance Manager to the Customer or Deal; Customer, details Card.
Drew Adler
Merged in a post:
Field for Finance Manager.
Ricardo Vazquez
Could not find a category for this request. Create a field for the Finance Manager name when they work the deal or have been in touch with the customer. Mostly for traceability.
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Lee Salmela
This would make it easier for everyone so when a client call in they can click on deals and detail and send the client to the right person
Shelby Parker
Hiya Ricardo Vazquez, thanks for this post! I have a few more questions for you:
- Can you provide more details on the specific interactions the Finance Manager has with the customer that you would like to track?
- What kind of information do you expect to see in this field for the Finance Manager?
- How do you envision this feature improving the traceability of the Finance Manager's actions?
Ricardo Vazquez
Shelby Parker preapprovals are often done by a finance manager. The ability to know which finance manager talked to the customer at a glance will speed up the process when questions arise.
I would like to see just the finance manager’s name.
Having the feature will allow us track any issues or changes done during and after the deal is completed.
Drew Adler
Merged in a post:
Add Finance Manager to Deal or Customer Details
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Chase Doying
Add Finance Manager to Deal or Customer Details, Customer Card.
Shelby Parker
Hello Chase Doying! I have a few more questions for you:
- Could you please clarify what information you would like to see in the finance manager bubble on the details page?
- How do you envision this feature improving your workflow or user experience?
- Are there any specific interactions (click, hover, etc.) you would like this bubble to have?
Drew Adler
Merged in a post:
Desk Manager/Finance Manager in profile
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Zach Clark
Is it possible to see once a deal is complete in profile who the Desk manager and Finance manager is on the deal?
I ask in regard to if a customer shows up and gives info to the receptionist, asks to speak with finance manager or desk manager or if customer calls in.
This would help with communication and avoid any confusion with guests as well as employees
Shelby Parker
Hey Zach Clark, thanks for your feedback! I have a few more questions for you:
- Can you clarify how you envision the Desk Manager and Finance Manager's information being displayed on a completed deal profile?
- What specific information about the Desk Manager and Finance Manager would be most useful to display?
- How often do you encounter situations where this information is needed and how does it currently impact your workflow?
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Zach Clark
Shelby Parker
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Zach Clark
Next to closer could be an option for desk manager and finance manager
Drew Adler
Rosie Reyes - Hey Rosie - we do not have an update at this time as this is not something we currently display within the CRM. This request is currently gathering additional feedback!
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