New Conversations - Bring Back 'Deal Imported From System' Log
under review
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Paul Garritano
NOW I NEED TO COPY AND PASTE THE LINK TO SEE THE LEAD DETAILS. JUST MORE CLICKS WITH THESE CHANGES. JUST UNDO THEM
Drew Adler
under review
Shelby Parker
Thank you for posting, Paul Garritano! I have a few more questions for you:
- Can you please clarify which specific changes have made it more difficult to see lead details?
- Could you provide more context on how the previous link to see lead details functioned?
- How frequently do you use the feature to see lead details and how has the change impacted your workflow?
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Paul Garritano
Shelby Parker So, the way it used to be was a lead came in, you click on it and say it's a TrueCar lead- the lead details would be there and within it was a link you could click on to see the actual car(s) they got quotes for or want quotes for, a nice quick look at the necessary info. Now the link is there but it's not a link, I need to copy and paste it. So again, so far all the changes I'm noticing make working in the CRM take longer/more clicks.
Drew Adler
Paul Garritano: Hey Paul - can you provide a specific example here so we can take a look. Removing this functionality was not intentional and may be on the lead provider and how they are sending the information.
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Paul Garritano
Drew Adler
Drew Adler
Paul Garritano: I was able to click on View XML and pull up the details. Are you able to? Unfortunately, if the provider stopped sending certain information in the lead that would be outside of our control.
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Paul Garritano
Drew Adler nO, I need to copy and paste
Drew Adler
Paul Garritano: Copy and paste what part?
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Paul Garritano
Drew AdlerThe link within the lead to see what they're looking at/have been shown
Drew Adler
Paul Garritano: The one displayed here?
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Paul Garritano
Drew AdlerSo, yeah that's an active link but to get there I need to now go away from conversation into Activity- so technically it's still there just not in coversation where it used to be and where I work for the most part. I really only use Activity to find old quote prints. I know some people use Activity most of the time but I use Conversation. I find it much clearer when looking at the conversation or lack thereof. Why take it away from one place and leave it in another?
Drew Adler
Paul Garritano: I understand now, thank you Paul! I'll update this request and keep you posted on the status.