Limit multiple access to clients only to original first contact sales associate
under review
R
RAY EGANS
Its confusing to clients with multiple BDC , Sales associates contacting the same clients
R
RAY EGANS
Correct
Shawn Goebel
under review
Shawn Goebel
RAY EGANS Thank you for the feature request! Can you elaborate on this? Are you wanting to not assign a Sales 1 and a BDC on a Deal so there's only 1 person? Thank you!
Shelby Parker
Thank you for posting, RAY EGANS! I have a few more questions for you:
- Can you provide more details on how you envision the limitation of access to clients for sales associates?
- What kind of issues are currently being faced due to multiple associates contacting the same clients?
- How would you like the system to determine the 'original first contact sales associate'?
R
RAY EGANS
Shelby Parker, Hi multiple contacts of the same client cause's confusion for the clients and the BDC contacting the clients before and after sales associate have made contact making appointments at random. Once a sales associate has made contact with the prospect no other sales associate should be able to contact that client. The BDC and original sales associate should only have access to that prospect .
Shawn Goebel
RAY EGANS: Thank you for the feature request! Just to confirm, if a customer has responded to a Salesperson or the BDC, you don't want anyone else at the dealership have the ability to text or email that customer, correct? Thank you!