Desking Manager as well as Finance manager
Sheila Gallegos
We would like to be able to list the closing/desking manager as well as the finance director. Their name would be listed in the same manner as the "Sales" or "BDC" Agent
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Tommy C
This is big for my dealership so we can quickly assess certain situations that deal with finance. Just being efficient.
Shelby Parker
Thank you for posting, Sheila Gallegos! I have a few more questions for you:
- How should the desking manager and finance director be displayed in relation to the existing 'Sales' or 'BDC' Agent listings?
- Are there any specific permissions or access levels that should be associated with the desking manager and finance director roles?
- Should the desking manager and finance director have any specific interactions or integrations with other parts of the CRM system?