Back date a sale or entry
gathering votes
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Tracy Masilotti
It seems unreasonable that we cannot enter a sale date and have the system move it to that month. For example a sale that happens on February 3 we may want to move into January but I have no ability to do that.
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Jaromy Henry
We have had multiple CRMS through the years, and this is the first one where we can't change a date to get the system to accurately reflect what we have done in a day. We are on Reynolds, and it doesn't play nice with 3rd party companies. So please add a feature where I can change the date. Thanks.
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Kenneth Harper
Not only can you not backdate a sale, but when the DMS writes back to the CRM, it marks it sold and delivered. It's skewing both metrics.
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Heather Inman
YES! We need this feature!
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Caitlyn Wetherald
This is a constant issue for us because of the time it takes for deal info to push back to drivecentric from our DMS (reynolds) We can't manually mark a deal as delivered so our delivery count is ALWAYS off by several deals. Anytime we sell a vehicle at the end of the day, it won't report as delivered until the following day. This becomes a true issue at end of month when every deal counts. It's hard to trust any of the reports when you know for a fact they're inaccurate to a degree.
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Ali Jabbar
100% needed.
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Theo Douglas
Extremely important, in our dedicated Buy Center at Certified, it's very important to our tracking. If I buy a car late night one day and don't mark it as bought/sold until the day after, this can very greatly mess up our tracking.
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Chris Taylor
I can say as an owner that I unfortunately see this almost everyday. Put yourself in my shoes, this past week I am away at a 20 Group meeting. I can't step away much, I am reviewing the sales pipeline for the day and I am fairly happy with what I am seeing. Then the nightly doc gets sent over and we are 2 deals short of what the pipeline was showing. It sucks, had I seen that we were behind I may have reached out to see if there was anything that needed to be adjusted or something we were missing.
I cannot believe it is terribly uncommon at any store that does a healthy volume to forget/miss marking an opportunity sold.
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Austin Hazen
Wow this would be a game changer!
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Alec Metro
This is driving us crazy at Certified. Not being able to just adjust the sales date simply kills us with knowing what cars actually sold on what days. Classic example is the car you sold 2 hours after closing that you forgot to mark till next morning that shows as a sale to people outside the store first thing in the morning when its not, or any clean up for that manner, makes our dashboard unusable in the sold category unless we have no human error. Which when is there ever no human error?
We are also a store that doesn't end our month on the traditional calendar end. So this system being set up this way guarantees 100% we will never have our actual sales number matching.... BAD DATA = DRIVECENTRIC CARDINAL SIN?
J
Jacob Coleman
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