Retention Rules apply to Buyers and Co-Buyers on Delivered and Dead Deals
gathering votes
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Joel Lay
Retention rules for Co-Buyers on a deal should be the same as retention rules for the Buyer on a Deal
Shawn Goebel
Merged in a post:
Retention Rules for Co-Buyer
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Joel Lay
Co-buyers need to have the exact same retention rules. A co-buyer is an equal, not less than. The system created a serious issue for our dealership as even though i had a previous sold customer ask for me on an internet lead, because she was the "co-buyer," it did not notify me, and assigned the lead to another sales rep. The auto respondent even told the customer, " i'll get in touch with Joel, your previous sales consultant......" Well, that was an outright lie. There was no notification or tag in the system to this effect. So, the auto respondent misinformed a prospect. This is a SERIOIUS problem as the customer expected this to be followed through on. I have complained about this issue in the past only to have the issue merged with some other category that doesn't accurately understand.
I expect to be contacted directly about this, by someone who has authority on this subject. My client as given information by the auto-respondent that wasn't accurate. This created a mess on our end, and directly impacted my pay.
Shelby Parker
Hiya Joel Lay, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you would like the system to handle co-buyers in terms of notifications and lead assignments?
- Could you clarify what you mean by 'retention rules' for co-buyers and how you envision them working in the system?
- Can you share more about the impact this issue has had on your interactions with customers and your sales process?
Shawn Goebel
gathering votes
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Joel Lay
Take the example of a husband and wife. Are the retention rules the same for both? If not, why not?
Shawn Goebel
Joel Lay Just trying to seek a little more clarification on this, do you have an example on this happening that I can review? Are these co-buyers from a Delivered Deal that sent in another lead?
Shawn Goebel
under review
Shawn Goebel
Joel Lay Thank you for the feature request! Would you mind expanding on this? Did you have a deal with a buyer and co buyer and the co buyer filled out a credit app and sent in a lead and that lead didn't automatically duplicate with the co buyer? Thank you!
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Joel Lay
Shawn GoebelPamela and Daniel Ownby. Bought first car in both names. Pam put in an internet inquiry and even though Pam was a sold client in my name, the deal was assigned to another sales person. The retention rules on the co-buyer are different than the buyer, correct?
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Joel Lay
Shawn Goebel There was a question here. Is anyone going to answer?