search for Deal#
C
CIP KERESZTESI
There should be a function to search by deal# ?
C
CIP KERESZTESI
Hi, Sure ..in the search bar in the right hand corner. The only way to look up the deal# now is to know the name/phone number of the entity and look it up that way. It would be helpful for sales , finance and management because sometimes we are just provided deal#'s
Shelby Parker
Thanks for raising this, CIP KERESZTESI — totally hear you. To make sure we’re thinking about the right solution, can you share a bit more context on where in DriveCentric you’re expecting to search by Deal # (global search vs. deals list vs. inside a customer record), and what you’re doing today as a workaround? Also, when you enter a Deal #, should it jump straight into that exact deal record, or return a list of possible matches? And lastly, which team is feeling this most (sales/F&I/BDC/service), and about how often are they needing to look up deals by Deal #?