Connections: Link Customer by Family or Relationship
gathering votes
H
Hayden Hodges
Can we add the ability to have both husband and wife information in the Lead title section? This helps avoid calling both the husband and wife if they are both shopping as separate leads. It also helps with searching for a customer in the system.
J
Jacob Coleman
Merged in a post:
Organizing by household/relationship
M
Michael Jarvis
Next to the Duplicate icon, there should be a household or relationship icon. A business should have all their officers or point of contact. A household should have a speaker for the house and all the house members(potential buyers or decision makers).
Shelby Parker
Hello Michael Jarvis! I have a few more questions for you:
- How should the relationship icon function differently from the existing Duplicate icon?
- What specific information should be displayed when viewing a household or business relationship?
- Are there any specific types of relationships or roles that should be prioritized in this feature?
M
Michael Jarvis
Shelby Parker
How should the relationship icon function differently from the existing Duplicate icon?
The dup icon lets me know if multiple people are using the Same Name, e-mail, phone number, address.
Because some times a parent is buying for a child, sometimes a business is buying for an employee or a spouse shopping for a spouse or a friend shopping for a friend, an employee is told to shop and the business is buying, another would a group of people could be shopping for one person (online or in person).
What specific information should be displayed when viewing a household or business relationship
When I add a reference, a profile should be created. I can turn that profile into a co-buyer or cc them in an email or text them together as like a mini email/text blast. There should also be a dead deal feature option for "references" to close such profile.
Are there any specific types of relationships or roles that should be prioritized in this feature?
Buyers, helpers, seller, future owner... etc
Snoozing or creating a back ground feature so that I may focus on talking to the buyer or be able to send suggestions to the future owner.
The key thing is that a sales person can be an entire groups' go to guy/gal.
This would be Hugh for retention and follow up.
Drew Adler
Merged in a post:
Adding Spouse / Kids to customer card
J
Jake Nading
Currently in the Customer card it only accounts for buyer one information and buyer 2... Would be nice to have a section where we can just add a spouse and kids information so we can stay in touch with the family as time goes on.
Michele McCoy
Merged in a post:
Customer Connection
F
Forouz Mohisefat
In many cases, multiple friends or family members buy cars, and not all are on the same deal.
Please add a feature to link them with the relationship.
Shelby Parker
Hiya Forouz Mohisefat, thanks for this post! I have a few more questions for you:
- How should the linked relationships be displayed or accessed within the CRM?
- What specific information or data points should be shared or linked between related customers?
- Are there any privacy or permission considerations we should be aware of when linking customer relationships?
J
Jacob Coleman
Merged in a post:
Add a way to link up and jump to connected customers
A
Adam Miller
Being able to click on a spouse or a parent's profile directly from a related customer would be very useful.
J
Jacob Coleman
Merged in a post:
More details in customer card
W
Will Ridout
The ability create a "family tree"... connections, owners, family members etc...
this allows us to see who knows who or sent in who
Shelby Parker
Hello Will Ridout! I have a few more questions for you:
- Can you provide more details on the types of connections you'd like to see in the 'family tree'?
- What specific information about family members or owners would be most useful to include in the customer card?
- How would you like this 'family tree' feature to impact the functionality of the CRM?
Drew Adler
Merged in a post:
Add connection
F
Forouz Mohisefat
Please add the ability to add connected people (friends who refer each other or multiple family members) to the customer card.
S
Shelby Howards
The system I just switched from had this feature. It was nice to see which customers were connected. I helped to prevent skate alerts.
I added an example of what my file looked like. I have my brother and father-in-law shown and some more.
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