Fake Customer Profile
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Tim Gaier
It would be nice to have a customer profile that managers can permanently leave open, isn't subject to follow up and doesn't show up in reports. I have a customer profile named "Ad Lease" that I use to run leases in every month when I'm doing advertisements. Its nice to do it in there because when I run a ton of them consecutively its easy to go back and relook at ones I ran, and keeps them contained.
Shelby Parker
Thanks for sharing this, Tim Gaier — really helpful context. Totally hear you on wanting a “permanent” customer profile you can keep open for recurring ad leases, without it triggering follow-ups or showing up in reporting. I’m looping this into our review with the team, and if we need any extra details (like what reports it’s most important to exclude it from, or how you’d want it labeled/handled), I’ll follow up.
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Tim Gaier
Shelby Parker
I've certainly used it for other reasons beyond that. Customer doesn’t want me entering them in the system, my neighbors i knew were buying a different brand new vehicle I used them to advise them, training with sales people on how they could look at structure differently on deals they didn't get far enough along to get them entered, etc. Look forward to follow up on the idea.