being able to see customer's past purchases
under review
J
Joseph Panei
a more detailed customer folder would be helpful. being able to look at past purchases from the dealership, rate, vehicle info, payment, lease end date bank and so forth would be very helpful. I tried to open 2 or 3 customer profiles this morning and i am unable to see what they bought from me and my dealership in the past. I have to run their phone numbers through my other CM to get the info needed. also, several customers have a "dead Deal" file with no purchase history in your CM from my dealership when I know they bought vehicles here. Please look into. Thank you!
N
Natasha Dragomirov
YES PLEASE
Michele McCoy
under review
Hi, Joseph Panei. I just wanted to follow up here and see if we can get more information on what you're trying to solve. Are you talking about wanting more information on the Deals tab of the Customer Contact Card? And do you have a customer example of one that has purchased with your dealership but where their delivered information is missing?
Michele McCoy
Joseph Panei, thank you for writing in. Can we get a little more information so we better understand? Are you talking about wanting more information on the Deals tab of the Customer Contact Card? And do you have a customer example of one that has purchased with your dealership but where their delivered information is missing?