Push Deal from Phone App
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Dan Brummett
Why isn't there a way to push a deal from the phone app?
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Dan Brummett
Hi Shelby a mobile push deal function should do exactly what it does on the web version of Drive Centric. It pushes customer information and vehicle to Desking and provides a deal #.
Shelby Parker
Thanks for raising this, Dan Brummett — totally hear you. Just so we’re tracking the right request, when you say “push a deal” from the phone app, what are you hoping it does (create a new deal, move an existing one to another stage, send it to a manager/F&I, submit it to your CRM, etc.)? Also, what’s the typical moment you need this on mobile (on the lot with a customer, after hours, offsite), and where does the current workflow break down for you? Lastly, once you “push” it, what should happen next — who needs to see it right away and what action should it trigger?