Service Pipeline | Voters

Service Pipeline

complete

Jonathan Schultz

Ability to view Service Leads, Appointments, Open RO's, and Closed RO's

Jonathan Schultz

marked this post as

complete

Our first version of Service Pipeline has been released!

https://drivecentric.com/marketing/servicehub

Skylar T.

Drew Adler

Merged in a post:

A page you can select to only view customers in service or that have done service.

Michael Gray

Shelby Parker

Thank you for posting, Michael Gray! I have a few more questions for you:

Can you provide more details on the specific information you would like to see for customers in service?
What actions would you like to perform on this page for customers that have done service?
How frequently would you use this feature and how would it improve your workflow?

Ricardo Rodriguez

Ability to view Service Leads, Appointments, Open RO's, and Closed RO's add equity tab to show miles, possible payoff and rate on vehicle in service

Brandon McKee

Yes, I am all about this being built!!

Caitlyn Wetherald

Just noticed we also need the ability to redistribute service customers to other users. I'm told the only way to get our service customers into the new hire's name is to go through THOUSANDS of customer profiles and manually reassign them to our new hire.... and we have to do that without the arrows to efficiently scroll through the profiles...

Gary Anable

please tell me that a sales to service tool like Service equity or Xtime can be figured out for our service to sales managers I have a 100 service customers per day that must be able to be mined and to give us the logistics of there arrival and repair orders and past history .

John Harrison

need this like yesterday

Lee Reeves

eLeads, VINSolutions, etc have the integration with CDK to see service appointments, RO's, etc. Having the ability to see the service appointments from the sales side allows for service-to-sales conversions. Is this something that will be fixed in the near future?

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