Agent/AIM for stock numbers
Julie Petree
Vehicle Exclusions- Add for stock number. Things like ROUSH or RTR our performance vehicles to be excluded.
Stop the Sales Agent from engaging new leads on specific vehicles.
Shelby Parker
Thanks for flagging this, Julie Petree — totally hear you on wanting tighter control over which vehicles the Sales Agent/AIM engages. To make sure we’re designing the exclusion behavior the right way, a couple quick clarifiers: when a lead comes in tied to an excluded stock number, what should happen instead (no outreach at all, or should it be routed to a specific person/team for manual follow-up)? Should this apply only to new leads going forward, or also to any existing conversations already in motion for those vehicles? And for defining exclusions, are you thinking strictly by specific stock numbers, or also by broader identifiers like ROUSH/RTR keywords that could span multiple stock numbers?