Create Inventory / Vehicle ALERT System
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Ilya Zhdan
Create an "alert" or a "pop up" for a sales rep as you open a customer's profile if the car is attached to the customer. Alerts are for custom things like "Heavily Modified", "ETA Coming Soon 6/22", "Lifetime Supercharging!!" things like that.
Shelby Parker
Thanks for sharing this, Ilya Zhdan — totally see how a clear vehicle-level alert would help reps avoid missing important context (modified, ETA notes, supercharging, etc.). A couple quick questions so we can scope it the right way: who should be able to create/edit these alerts (sales reps vs managers/BDC), and should everyone see them or only certain roles/teams? Also, when do you want the alert to show up—every time the customer profile is opened, only when the attached vehicle is viewed/selected, or only in specific situations? And when a rep sees it, should it be view-only, something they can acknowledge/dismiss, or should they be able to mark it resolved/expired?
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Ilya Zhdan
Shelby ParkerCreate these should be Managers, including a used car manager/service guy who ill make a login for.
every time the customer profile is opened, and every time the car page is opened
it should be something they dismiss each time, but not mark resolved.
a manager can mark it resolved so it never pops up for people again