Show Status of latest deal in Search Results
gathering votes
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Una Schade
When searching for customers, if there are more than 1 with the same name: it would be extremely helpful if there was a status of the customer with the info. Such as Open/Delivered/Dead. Possibly even most recent interaction.
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Jerry Ripley
Would be helpful to show if they had add on products only shows price of the vehicle and when we are busy to hard to get finance involved to look up understand only on previous purchase is there a easy way to know that we may have if any cancellations
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Una, thanks for the feature request! If the customer in the search results has an open deal, you'll see their deal stage in the search result. Would adding "Dead" or "Delivered" based on their most recent deal help?
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Una Schade
Jacob Coleman: very much so.
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Jacob Coleman
Una Schade: Makes sense! Thanks again for the feedback!
Shelby Parker
Hiya Una Schade, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you envision the 'status' of the customer being displayed in the search results?
- What other customer details, if any, would you find useful to have in the search results?
- How frequently do you encounter situations where multiple customers have the same name?
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Una Schade
Shelby Parker: if it could just say "Open/Dead/Delivered" and whatever the date of last contact or possibly the date of delivery or date the lead as opened. This would help give clarity on which customer is the one that has been most recently interacted with and what stage they are in. We pretty regularly have customer records with the same name. Sometimes because it is more than 1 customer, and sometimes because there are duplicate versions of the same customer that have not been merged yet (and it is not always time condusive to merge in the moment you are searching because you have a customer in front of you etc.).