Name Change an Rules per source
M
Mindy Bruce
It would be helpful to be able to change the AI tools name for different sources. Like our Kbb leads can have a different name than our AutoTrader leads and to be able to change her rules pre lead source as well.
Shelby Parker
Thanks for posting this, Mindy Bruce — totally hear you on how much smoother this would make things when you’re working multiple lead sources. Just to make sure we’re scoping it the right way: when you say the “AI tool’s name,” where exactly is that name visible for your team (customer-facing messages, internal notes/tasks, reporting, etc.), and what’s the main reason it needs to differ for KBB vs AutoTrader? Also, which specific “rules” are you looking to change per source, and what should the behavior/outcome be for each? Lastly, should the source-based name + rules apply automatically to every lead from that source, or only in certain cases (specific campaigns, rooftops/stores, or lead types)?