Customer Card - Add Date Created to Header
gathering votes
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Stephanie Jacobs
I want to see the date the lead/customer was entered in to the system. Top right where it shows source and vehicle should tell me how old the deal is. I have to scroll to the bottom of the page to see when the lead came in. When responding to a chat, responding to an @, it's helpful. Also, it should pick up from "new deal" open date. If a lead is closed, but a new one comes in, I don't need to see the date of original creation, I need to see when the most recent deal was opened.
Drew Adler
gathering votes
Hello all and thank you for your feedback! Pardon the delay in updating the status on this. We'll monitor this feedback and provide any updates along the way.
Shelby Parker
Hello Stephanie Jacobs! I have a few more questions for you:
- Can you clarify what you mean by 'new deal'? Is it a new interaction with the same customer or a completely new customer?
- Would you find it useful to have the date displayed for all types of interactions or only specific ones (e.g., chats, @ responses)?
- How would you prioritize this feature among other potential improvements to the system?
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Stephanie Jacobs
Shelby Parker: I want the date the new lead came in. If a deal is marked dead, and a new lead comes in, I want to see the date of the "open" opportunity. I dont want "interaction dates". Just the date the opportunity was opened.