SERVICE CAMPAIGN LIKE A DEAL FOR SALES
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EMMA GOODWIN
Add a Service Campaign feature that allows dealerships to create their own campaigns using customizable business rules and automatically generate follow-up tasks.
Make it like adding a new deal for sales but service campaigns!
Examples include:
Special order parts follow-up
Open recalls
Inbound service calls
Oil change reminders
Pre-booking future appointments
Declined services and maintenance reminders
Dealerships should be able to define their own criteria (e.g., mileage, last visit, repair order status, open recalls, appointment status, etc.) and have the system automatically create and assign tasks, reminders, and follow-up activities.
This would reduce manual work, improve consistency, and help ensure no service opportunities are missed.
Shelby Parker
Thanks for sharing this, EMMA GOODWIN — really helpful context. Totally hear you on wanting Service Campaigns to work like creating a new sales deal, but for service follow-ups (recalls, declined services, reminders, etc.) with customizable rules that auto-generate and assign tasks. I’m looping this into our review with the team, and if we need any extra details on your ideal criteria/workflow, I’ll follow up.