Custom Dead Deals Reasons
gathering votes
B
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.
Drew Adler
Merged in a post:
Adding Kill Reason
K
Katie Dale
Adding an option such as "sold vehicle elsewhere" would help our process of closing out B@C leads. When a customer sells their vehicle elsewhere, we have no real kill reason. Our employees typically use bought "elsewhere" or "other". There is no right way to kill these leads... which messing with our lead counts
Drew Adler
Merged in a post:
Custom Dead Deal Reasoning
A
Alec Metro
We have a buy center that works their purchase leads out of drivecentric, so none of the preloaded options for "dead" deal button fit for our buy center. Past CRM allowed us to add custom preloaded options for this, would be nice.
Michele McCoy
Merged in a post:
Opt out option
R
Rob Martin
add opt out as an option when marking a deal lost/dead.
Drew Adler
Merged in a post:
Addition of "Inactive Prospect" in Dead Deal Section of Contact Card
L
Lyndsey Adkins
This status would apply to contacts with valid, active email addresses that never engage—including customers researching information who did not wish to be contacted—ensuring these leads do not skew performance metrics. This status would be added to the bottom section of Dead Deals, alongside options like "Bad Contact Info."
C
Christina Smathers
It would be helpful to put a new option under dead deal listed "For sale @ another dealer" ". We have a fair amount of leads that pop through just for other dealers double checking the value of the vehicle they have for sale.
Drew Adler
Merged in a post:
New "Kill Deal" option
J
Justin Barefoot
It would be super helpful to have an option for KBB customers where we can mark them either "Dead: Purchased Vehicle", or just a new category instead of only being able to mark them dead or sold where we can show them as having sold us their vehicle.
G
Glenn Pasch
Would love to be able to have a status where if I know they have bought, I can automatically drop them into a marketing campaign. especially if I know they bought similar brand.
L
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.
J
Jacob Coleman
Merged in a post:
Ability to Create Custom Reasons for Dead Deals
A
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?
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