Customer profile print out
S
Steve Cho
Can we have prospect in Document section to print out like dealer socket sytem .
Shelby Parker
Thanks for sharing this, Steve Cho — totally hear you on wanting an easy way to print a prospect profile from the Documents section like DealerSocket. To make sure we’re designing the right printout, could you clarify which fields you’d want included (e.g., contact details, vehicle of interest, lead source, notes, communication history)? Also, what’s the main reason you’re printing it (sales handoff, appointment, compliance/paper file, manager review, etc.)? And should this be available for prospects only, or for both prospects and existing customers too?