Enterprise Customer View
planned
N
Nelson Martinez
We are using multiple rooftops and sometimes a customer will put leads to each of them causing multiple agents to work on the same customer but different stores, we would like to be able to merge customers from different rooftops so we only have 1 record instead of 2 or 3 or 4.
D
David Nadler
100% Need this. We have 5 rooftops within a 40-mile radius and customers often shop us against ourselves. We have no visibility
Drew Adler
Merged in a post:
Store Toggle
A
Alexandria Farrington
When you have multiple stores and a customer that goes to more than one, you can link the customer and toggle between the stores.
Shawn Goebel
Merged in a post:
The ability to switch customer profiles across stores/brands
D
Dakota Welbourn
My auto group has multiple brands. As salespeople, we're allowed to sell anything (new or used) at any given store, at any time. Quite often, people are looking at/shopping several vehicles at the same time, and there's a need for bouncing between stores with the customer to show vehicles. In the current form, I have to create a different profile for the customer at every store that we go to, and later kill off the duplicates once they purchase. It would be a million times easier if the profile could "travel". Even something along the lines of being able to check the customer into different stores, versus being limited to the store the profile was created at would be immensely helpful.
Shawn Goebel
Dakota Welbourn Thank you again for the feature request! We are adding a new feature called Enterprise Customer where you will see activities for a customer in other stores within the group. I am going to add you to that feature request so you can watch the progress of that feature! Thank you again and have a great day!
Jonathan Schultz
planned
Shawn Goebel
Merged in a post:
Show dupes in multiple stores
Jonathan Schultz
The ability to see duplicate profiles throughout multiple stores in an auto-mall.
Shawn Goebel
under review
Shawn Goebel
Merged in a post:
Change Customer's Store
J
Jamie Payne
Ability to change the store a customer is associated with once they have been created. For example, we allow access for salespeople across our group to sell used vehicles from any store, but the vehicle stays at the store and salesperson goes to that store to sell. If they sell, the customer is stuck in the original store.
A
Andrew Potter
I fully support the ability to trigger a possible duplicate so one agent can be alerted if the same client is being worked by someone else for other store.
Shawn Goebel
Dakota Welbourn Thank you for the suggestion! Right now, when you go to add a customer, if you have all the stores selected in the bottom left corner that you have access to, you will see a dropdown store selector next to the Customer's First Name. If can type in the information you have on the customer and then it will search that particular store using that customer information. You can then select each store between the stores in that Store dropdown and this will search each store. I am curious how you would do this?
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