Chat feature
S
Sonny Aivazian
It would be nice to be able to chat with other users in the store outside a particular deal. Maybe as a manager I want to ask one of my guys to pull a car up, go into the CRM and do all of his follow up ranther than tag an @ inside every deal in his workplan, or even remind them to punch in or out from lunch. Just being able to communicate outside a particular customer record would come in handy.
A
Alex Weidenbenner
Merged in a post:
Employee Chat Function
S
STEPHEN SMITH
It would be easier if we had a chat function between employees rather than chatting via the notes option on customers.
Shelby Parker
Thanks for posting this, STEPHEN SMITH — totally hear you on how clunky it can be to use customer notes for internal back-and-forth. To make sure we’re scoping the right kind of employee chat, could you share a bit more about (1) the main scenarios you’re trying to cover (quick questions, handoffs, approvals, etc.) and what specifically isn’t working with notes today, (2) whether these messages should live completely separate from customer/deal records or sometimes be tied to one, and (3) who should be able to message whom (anyone vs. team/role-based), plus whether managers need visibility/auditing for compliance or oversight?
A
Alex Weidenbenner
Merged in a post:
email or message the other salesman or members of our team
S
Scott Yuille
is there a way to reach salesman 1 or 2 in a chat on here ? or be able to communicate with any member of our staff for questions or info?
Shelby Parker
Thanks for raising this, Scott Yuille — totally hear you on wanting an easy way to reach another salesperson or anyone on your team for quick questions/info. To make sure we’re thinking about the right solution, can you share a bit more: are you mainly trying to message someone to coordinate on a specific customer/lead (handoffs, updates, quick internal questions), or is it more general staff-to-staff chat? Also, who should be able to message whom (everyone in the dealership vs. only certain teams/roles or people tied to the same customer/lead)? And would you want those conversations linked to a specific customer/lead record, or would a standalone internal chat work?
A
Alex Weidenbenner
Merged in a post:
messaging interface for other salemen
N
Nehemiah Martz
a messaging tab for us to communicate between salesman
A
Alex Weidenbenner
Merged in a post:
We need to have a feature where we can talk to the dealership internally vs just using @ in the deal sheets.
M
Matt Keefer
We need to have a feature where we can talk to the dealership internally vs just using @ in the deal sheets.
A
Alex Weidenbenner
Merged in a post:
Internal chat feature to @ a person and send a message
M
Matthew Kellar
Would there be a way to have an internal chat feature? It would be nice to @ a salesperson about a topic such as needing to complete their follow up activities without having to go into a specific customer card. It would be a nice feature to have to send messages internally to team members.
A
Alex Weidenbenner
Merged in a post:
Chat Feature for Sales Rep Communication
Y
Yulissa Barradas
Add an internal chat option that allows sales reps to message each other directly within the CRM without having to tag teammates on every note or lead. This would make communication faster, reduce clutter in lead activity logs, and help teams coordinate more efficiently.
A
Alex Weidenbenner
Merged in a post:
Add chat option between co-workers
C
Christian Giha
Would be nice to add a chat similar to Microsoft Teams in DriveCentric.
A
Alex Weidenbenner
Merged in a post:
Internal Chat
N
Nick Kitner
Question, is there a way to build a "Sales Team" Chat within drive, so I don't have to go back and forth between google chat? Like an internal chat room?
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