Marking DriveCentric Vehicle as “On Hold” when a salesperson has taken hold money.
Same store location and across enterprise locations.
Example 1:
Michael at Toyota collected hold money on a vehicle at 1:00 p.m. while working with a customer. At the same time, John at Toyota took a phone-up and collected hold money payment as well. When John adds that same vehicle to the customer card for a potential buyer, could a “Hold” notification appear to indicate the vehicle is already being held?
Example 2:
Michael at Toyota collected hold money on a vehicle located at one of our other stores (Ford). If John at Ford adds that same vehicle to a potential buyer’s card, could a “Hold” notification appear to show that the vehicle is already on hold?
Example 3:
If an internet lead is submitted on a vehicle that’s currently on hold, an “On Hold” or “Held” notification would automatically appear in the customer card.