notifications/leads
J
Jose Soriano
As of now, I can see all responses and leads coming into the dealership pop up on my notifications bar. As someone who likes to make sure all my personal leads and messages are answered and have the numbered notification go away, it's a bit difficult and cumbersome to have to scroll through my entires stores unanswered leads, text message, and emails to find who has reached out to me directly. It would be helpful as a sales person to be able to create a setting that will turn off showing everyone's messages.
Shelby Parker
Great to hear your perspective, Jose Soriano! I have a few more questions for you:
- What specific criteria would you like to use to filter notifications to only show your personal leads and messages?
- How would you prefer to be notified about your personal leads and messages separately from the general notifications?
- Are there any specific types of messages or leads that you would like to prioritize in your notifications?
J
Jose Soriano
Shelby Parker
1)I would like to see a filter for notifications that allow me to only show messages directed to me. Also an option so that my fellow coworkers cannot "ignore" messages directed to me.
2)Another method to be notified about my personal leads and messages that would be great is through text. Our previous CRM had a text string that would alert me to any leads and replies I received.
3)No prioritization needed on my end. All my personal replies and leads are answered ASAP.