Move to Proposal or Sold Automatically on DMS Push
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Curtis Riens
We don't desk in Drive Centric. It would be awesome if we push a deal to the DMS that it would move the guest into proposal status. This would allow us to know who received a proposal when it's done outside of Drive Centric.
Drew Adler
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This ability is now built into Store Settings! You have two options, on a Push to DMS to automatically update the Deal Stage to Proposal or to Sold. To enable this, please have your Expert User (CRM Admin) reach out here or to your Customer Success Team via Support Chat. Thank you all for the feedback!
Ben B
Ooooo yea this would be great for us Canada dealers until desking is available for us. The current process of getting a customer too proposal is not smooth.
Drew Adler
in progress
Drew Adler
gathering votes
Drew Adler
under review
Shelby Parker
Great to hear your perspective, Curtis Riens! I have a few more questions for you:
- Can you provide more details on how you currently push a deal to the DMS?
- What specific actions or triggers should move the guest into proposal status?
- Can you elaborate on the current process of giving a proposal outside of Drive Centric?
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Curtis Riens
Shelby Parker 1. We simply use the Push deal to DMS button in Drive when we are ready to write a proposal for a guest or a lead. We desk the deal in Tekion. 2. Once the push to DMS button is pushed, it should trigger the deal to move to proposal. 3. All #'s are put together in Tekion and either printed for a guest in the showroom or downloaded and sent to the guest within Drive Centric.
Drew Adler
Curtis Riens: Hey Curtis - thank you for the feature request and details! While it is not your exact request, we do have the ability for the dealership to move deals to the Proposal stage without using our Desking Tool. In the Desk Log, if you mark the customer as having received a Proposal, this will move the customer to Proposal. Most dealerships who use this method use this as an end-of-the-day consolidation routine.