Key Word Search
under review
N
Nick Kelly
To add a section to allow salespeople to add a general key word to search for customers. For example, to add the word Van or Truck to a customer cards key word section and the system would pull up all the active deals with those words added to them.
Michele McCoy
under review
Nick Kelly, can I get clarification on what screen you'd like to do this in?
Shelby Parker
Great to hear your perspective, Nick Kelly! I have a few more questions for you:
- What specific fields or data points should be included in the keyword search to ensure it meets your needs?
- How frequently do you anticipate using the keyword search feature, and in what scenarios would it be most beneficial?
- Are there any specific keywords or categories that are most important for your dealership to track in customer interactions?