Genius Follow up more details
Ivonne Travieso
I'd like to make a suggestion for Genius Follow up to show who the lead belongs to and what store. Those of us who work for a big dealer group need to see what store and who it belongs to from the BDC perspective. If not can it just be removed from our own view after reviewing the profile? See photo below how I created it for visibility.
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Shelby Parker
Thanks for sharing this, Ivonne Travieso — really helpful context, especially for larger dealer groups where the BDC needs that quick visibility. I’m looping your suggestion to the team to review (showing lead owner + store in Genius Follow Up, or potentially hiding/removing it from your view after you’ve reviewed the profile), and we’ll follow up if we need any additional details from your setup.
S
Stacey Galownia
Great idea!