BDC Assignment
W
Whitney Houle
When assigning a BDC rep to a customer profile, it should only show BDC reps in the drop down menu and not the entire staff available.
Shelby Parker
Great to hear your perspective, Whitney Houle! I have a few more questions for you:
- Are there specific criteria or attributes that define a BDC rep in your system?
- Would you like the ability to customize which roles appear in the dropdown menu for different assignments?
- Is there a need to filter BDC reps based on additional parameters like location or availability?
W
Whitney Houle
Shelby Parker
- Yes, anyone under user management type "BDC"
- Yes that would be great.
- In my case our BDC agent work for both locations, but I'm sure that would be useful for other dealers who have a centralized BDC that split between dealerships.