Custom Deal Doc Folders
closed
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Conner Wheeler
ie can i put all the sales documents for my associates in one bin and everything my mgmt team might need in another...just so theres not a mile long list of docs to choose from and look at..
J
Jacob Coleman
closed
J
Jacob Coleman
Hello and thank you all for your feedback! Due to the age of this request and lack of traction gained via upvotes, we have decided not to move forward with this request at this time. If anything changes regarding this request we will update this post and you will be informed automatically.
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Shane Whitehead
This would be very helpful to customize different deal doc groups for our new used, cpo, fleet etc. Each packet requires different paperwork.
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Conner, thanks for the feature request! Just to make sure I'm understanding you, are you requesting customizable deal doc folders?
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Conner Wheeler
Jacob Coleman: I have so many users that utilize our CRM from sales on the frontlines to finance on the back to office personnel for a litany of needs. Being able to categorize all these documents would streamline our sales and maximize our total dealership's efficiency. Currently, we are just loading all the documents into the system and just making use of the categories that presently exist which limits and confuses end users. For example, for my staff that work specifically with acquisitions, their documents are stowed away in the "Trade" category, which gets messy. At that, and maybe I'm naïve, but it seems like a very easy solution to implement, from a programming standpoint! Let me know if I can provide any additional feedback
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Conner Wheeler
Jacob Coleman: to specifically answer your question, dealers (because i'm sure were not alone) would like the access and freedom to create their own deal doc categories in addition/besides the defaults (trade/other/used/etc)
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Jacob Coleman
Conner Wheeler: Thanks for clarifying! We'll continue to monitor this for popularity!
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Jimmy Conaway
I agree. There are so many different docs required for different reasons. Would be a nice addition