Categorize Customers within the Workplan
Andrew Moore
It would be very beneficial to categorize customers within our Workplan. If I was able to place custom categories with a symbol, note, or color-coded category. I could get through my workplan quicker and more efficiently by going through all the lease-end customers, then go through my engaged customers and take a little more time on. Categorize EV customers, Service appraisal customers, Internet lead customers, etc. This would also allow us to know the customers category or situation, rather than having to reread through all the notes, calls, texts and emails every time.
Shelby Parker
Thanks for sharing this, Andrew Moore — really helpful context. I totally hear you on the time sink of having to re-read notes just to understand where each customer stands, and how custom categories (symbols/notes/colors for things like lease-end, engaged, EV, service appraisal, internet leads, etc.) could make the Workplan a lot faster to work through. I’m looping this into our review so the team can take a closer look, and we’ll follow up if we need any additional details from your side.