Pin Customers | Voters | DriveCentric

Pin Customers

gathering votes

Austin Brown

It would be helpful to have an additional section on the side bar where we could pin certain customers that have "pending" needs such as updates on vehicles and such.

Alex Weidenbenner

Merged in a post:

Please add an option to pin customers for quick access.

Muthanna Allami

Currently anytime i want to reach out to a customer i reached out to before ill need to scroll through everyone and manually find them, A pin feature will be great.

Alex Weidenbenner

Merged in a post:

Favorite Customer

Seth Bridges

Having a "like/favorite" button on the customer card for customers you have a special relationship with would be helpful. Certain customers have a good enough relationship that you can reach out to them for referrals on special vehicles, and occasionally you just want to reach out or find them quickly to send them a card or something. It would be nice to filter for those customers.

Alex Weidenbenner

Merged in a post:

A favorite feauture

CHRISTIAN OTERO

This is a feature where I can favorite a profile/lead that I think is good, from favoriting on the profile I can go to the favorites in the top left corner where the appointments and leads and mining opportunities are and look at all the people I favorited to stay closely in touch with. Would improve our ability to not miss out on getting back to customers and increased revenue.

Shelby Parker

Thanks for sharing this, Muthanna Allami — totally hear you on the friction of having to scroll and hunt down customers you’ve already contacted. A “pin” option for quick access makes a lot of sense, and I’m looping this into our review so the team can evaluate it. If you’re up for it, can you share a bit more about your workflow (e.g., how many customers you typically revisit and where you’re doing the outreach from) so we can make sure we design it in the most useful way?

Muthanna Allami

Shelby Parker Thanks for reaching out! So basically lets say i had 2 or 3 customers on my log who seem like serious buyers and I'm working a deal for them, next day i come in and want to reach back out to where we left off i would need to scroll and find them by name, or search their name or number to get back on their profile. It would be so much quicker and more efficient to pin a customer to my dashboard, maybe in a "pinned" section tab, or in the corner of the main dashboard, to instantly click on it and find the person i was looking for. Because there are times where there's dead leads that flood the log and would make it more annoying to have to search for the specific person. If this option makes it through I'm sure everyone would be grateful for a feature like that. Please consider. Thanks!

Shelby Parker

Thanks for posting this, CHRISTIAN OTERO — really appreciate the detailed context. A “favorites” list for profiles/leads (easy to save from the profile and then revisit from that top-left area) makes a lot of sense for staying on top of follow-ups. I’m sharing this with the team so we can review it, and we’ll reach back out if we need any extra details on your workflow.

Alex Weidenbenner

Merged in a post:

Ability to pin customers to a custom list

Brendan De Leon

It would be nice to be able to make custom lists to pin customers to, so it is more efficient to track down and keep ahead of long-term leads and repeat buyers, or customers with future potential or a high potential to refer others.

Shelby Parker

Thanks for sharing this, Brendan De Leon — really helpful perspective. Being able to pin customers into custom lists for tracking long-term leads, repeat buyers, and high-potential/referral customers makes a lot of sense. I’m looping this into our team’s review, and we’ll follow up if we need any additional details from your workflow.

Shelby Parker

Thanks for sharing this, Seth Bridges — really helpful context. I can definitely see how a “like/favorite” on the customer card (and a way to filter to those customers) would make it much easier to quickly find the folks you have a strong relationship with for referrals or outreach. I’m looping this into our review with the team, and we’ll follow up if we need any additional details.

Hannah Elliott

This would be really helpful! We need a spot where we can pin specific customers that we need to check back in with since tasks get mixed in.

Natalie S

Yes please and thank you! The Hot status is really not that helpful, we look at the list of hundreds of peoples names all day long and cannot see the notes in the rows. A sidebar list that is visible and has the notes or task details visible also is what you need to add in. Once again it’s the flaw in your system, for people who are constantly looking at lists of names, and your program does not make multitasking and looking at the customers details or needs quick and easy while we’re doing 400 other things all day long!

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