Notifying Sales If Previous Sold Customer Is In Service
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Lizzy Olsen
I believe having a notification for the Product Specialist when their previous sold customer is in the service department would be very beneficial. It would be nice to be notified when the appointment is scheduled, as well as when they arrive.
Shelby Parker
Hey Lizzy Olsen, thanks for your feedback! I have a few more questions for you:
- How would you like to receive the notifications (e.g., email, SMS, app notification)?
- Should the notification include any specific details about the customer's service appointment?
- Is there a preferred time frame for when the notification should be sent (e.g., immediately upon scheduling, a day before the appointment)?
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Lizzy Olsen
Shelby Parker Thank you! 1.) Ideally it would be through the DriveCentric app, similar to how we get notified when a customer texts us. 2.) No need for specific details as to what service is being done. 3.) Yes! Ideally right when the appointment is set, 24 hours before the appointment, and when the customer arrives.