Categories Available Under Description When Setting Up New Leads
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Chris Ratliff
My position at the dealership is Fleet Wholesale Manager. I reach out local businesses that have fleet vehicles that we would like to offer fleet service to and local auto repair and autobody shops that we would like to provide VW brand wholesale parts to. The only category that is available to me is SLAP. Would it be possible to add the following categories under the description tab that would better describe the leads I am inputting? The categories would be Wholesale Parts and Fleet Service.
Shelby Parker
Thanks for reaching out, Chris Ratliff — and for the detailed context on your workflow as a Fleet Wholesale Manager. Totally hear you on how limiting it is to only have “SLAP” available when you’re trying to log different types of leads. I’ve shared your request to add “Wholesale Parts” and “Fleet Service” as additional categories under the Description tab with the team so we can review it, and we’ll follow up if we need any extra details.
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Chris Ratliff
Shelby Parker Thanks Shelby. The categories could be shortened to Parts and Fleet if need be.