Custom Dead Deals Reasons | Voters

Custom Dead Deals Reasons

gathering votes

Ben Vinger

Making this editable will help dealers refine the list and workflows of dead deals easier to manage. For instance, if you separate out Parts & Service - You can send the actions to the right department head directly. Also making this editable will reduce the bad leads from aggregating to one common spot and enforce better discipline in the CRM to mark dead leads according to the REAL reason.

Laura Lenhart

It would much easier for reporting purposes and Save A Deal to be able to customize Dead Deal reasons and for future follow up.

Jacob Coleman

Merged in a post:

Ability to Create Custom Reasons for Dead Deals

Adam Wright

Looking for the ability to create a custom list of reasons that you can select using the dropdown arrow when marking a deal dead. We would like things to be as specific as possible for ease of use, as well as for accurate reporting.

Shelby Parker

Thank you for posting, Adam Wright! I have a few more questions for you:

What specific reasons would you like to include in the custom list for marking a deal as dead?
How frequently do you anticipate updating or changing the list of custom reasons?
Would you need any reporting features to analyze the reasons for dead deals?

Eugene N

NEEDED 100%. This would enable dealers to analyze NO SALE reasons tremendously!

Shandrial Hudson

being able to create our own categories for dead deals is definitely needed

Stephanie Jackson

It would be great to be able to customize our own Dead Deal reasons, but if not, I would love to see: 
Non-Responsive
Negative Equity in Trade
Needs Money Down
Opted Out 
No Vehicle in Stock
Specific Vehicle Sold
Bad Lead
Bought Elsewhere
No longer in the market
Financed Declined

Drew Adler

Merged in a post:

Car Not Available Option

La'Quisha Turner

Can we get a Dead Deal Options for "CAR NOT AVAILABLE"? This can be used for used car that have been sold or customer inquiring on vehicles that no longer exist.

Shelby Parker

Hiya La'Quisha Turner, thanks for this post! I have a few more questions for you:

Can you provide more details on how you envision the 'Car Not Available' option functioning within the CRM?
Would you like this option to be automatically triggered when a car is sold, or manually selected by the user?
Should there be any specific notifications or actions tied to the selection of the 'Car Not Available' option?

Jacob Coleman

Merged in a post:

Kill Deal+Car sold/ no longer available

Jon Brenna

One of the most common reasons we kill a deal is because the car is sold or no longer in stock. I put other for 80% of my killed deals now

Shelby Parker

Hey Jon Brenna, thanks for your feedback! I have a few more questions for you:

Can you provide more details on how you currently mark a deal as 'killed' due to a car being sold or no longer in stock?
What kind of information would you find helpful to have when a deal is killed for this reason?
Would it be beneficial to have a specific option for 'Car sold/no longer available' when killing a deal, instead of using 'Other'?

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