Color Coded initial Icon
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Becky Russo
The circle initial icon should be a color code for where there at in the deal. Would be a simple visual reference. EX: Hot, ORANGE, Snooze, PURPLE, proposal BLUE,
Shelby Parker
Thanks for the suggestion, Becky Russo — totally see how a quick color cue on the initial icon (Hot = orange, Snooze = purple, Proposal = blue, etc.) could make scanning deals a lot faster. To make sure we’re thinking about this the right way: where in DriveCentric would you want that color-coded icon to show up (lists/queues, the deal record, tasks/activities), and for which records (deals vs leads/customers)? Should the colors tie directly to your existing stages/statuses, or to a separate set of labels like Hot/Snooze/Proposal—and would you want that mapping to be consistent for everyone or configurable by dealership/team? Lastly, what should drive the color change (stage change, a user marking it Hot/Snooze, time/engagement, etc.), and what’s the main decision you’re hoping this helps your team make faster at a glance?