Notification of Trade in for Customer's wish List.
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Ryan Olson
When a possible Trade matches the Make, Model, Trim, Year, and Miles of a customers Wish List vehicle; send a notification to the Salesmen and Manager (appraising manager may not be the same on both vehicles) when the trade is entered in to the System. Also, put a Star or other indicator by the vehicle name that comes up when you click on the the Trades Tab in the lead so even if the notification isn't read right away there's a way for the manger to know they have a desired trade in.
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Ryan Olson
Basically mangers won't have time to go through all wish lists and memorize them to know if a trade is one that works for someone's wish list. So if the system automatically alerted them it would be a benefit to them knowing they have a person looking for the trade when they are buying it. After getting the trade they can then alert the sales person to call the customer right away and sell the trade in.
Shelby Parker
Thank you for posting, Ryan Olson! I have a few more questions for you:
- What specific criteria should trigger the notification for a trade-in match?
- Who should have access to view the star or indicator on the Trades Tab?
- How frequently should the system check for matches against the customer's Wish List?
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Ryan Olson
Shelby Parker
- Make, Model, Trim, Year, and Miles
- Manager and Sales Person
- Every Time a new Trade is saved