Reynolds DMS - Push Deal Closer as the Desk Manager
gathering votes
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Tim Day - General Sales Manager
Just like it pushes the sales person, why can it not add the Sales manager who pushed it and attach it to the deal within Reynolds and Reynolds.
Drew Adler
gathering votes
T
Tim Day - General Sales Manager
This is important for accountability for our stores. If there is ever a problem or concern or a question in regards to certain deal, we can track down management and find answers to the deal. It can also help us track how managers are doing on front gross. It would push to this screen just like it does with Sales people. Thanks
Shelby Parker
Hello Tim Day - General Sales Manager! I have a few more questions for you:
- Can you clarify how you envision the Sales Manager's involvement in the deal within Reynolds and Reynolds after it's pushed?
- Are there specific actions or permissions you expect the Sales Manager to have once attached to the deal?
- Could you provide a use case or scenario where attaching a Sales Manager to a deal pushed to DRM would be beneficial?