Custom Follow-Up
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Katherine Riley
In other CRM's we have used, there is a custom follow-up option for each customer. This allows you to change the process based on where they are at on their buying journey. Options such as 'hot prospect' 'weekly' 'monthly' 'long term' etc. Is there a way to make this happen in DriveCentric?
Shelby Parker
Hey Katherine Riley — thanks for sharing this. Totally hear you on wanting a flexible follow-up cadence based on where someone is in the buying journey. To make sure we’re thinking about this the right way: where in DriveCentric would you expect to set/update that follow-up status (on the customer record, a lead/opportunity, or tied to a specific deal/vehicle)? And when someone gets marked “hot prospect,” “weekly,” “monthly,” etc., what should that actually trigger for your team day-to-day (like changing task/reminder frequency, moving them into a specific automation/campaign, or updating assignment)? Lastly, should those options be consistent across the whole dealership, or do you need them configurable by user/department?
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Katherine Riley
Shelby Parker I would say the set up would go in the customer record. When put into a certain category it should trigger that specific follow-up schedule. It should be consistent across the whole dealership.