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.
Shelby Parker
Great to hear your perspective, Yulissa Barradas! I have a few more questions for you:
- What specific features would you like to see in the chat option (e.g., group chats, file sharing)?
- How important is it for the chat feature to be accessible on mobile devices?
- Are there any specific security or privacy concerns we should address with the internal chat feature?
Y
Yulissa Barradas
Shelby Parker For the chat option, it would be great to have direct messages for quick one-on-one communication and the ability to create group chats for specific teams. File sharing (like screenshots or small docs) and notifications for new messages or mentions would make it even more effective.
Having the chat feature available on mobile devices is very important so reps can stay connected while away from their desks.
For security, just ensuring all chats stay internal and visible only to dealership team members would be key.