Sort by notes, stock number etc
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Samara Splattar
I would like to be able to type into a search box based off of notes we make in customer cards. Also sorting by stock number would be very helpful as well.
Shelby Parker
Hey Samara Splattar, thanks for your feedback! I have a few more questions for you:
- What specific information do you typically include in the notes that you would like to search by?
- How frequently do you need to sort by stock number, and in what scenarios is this most useful?
- Are there any other fields or criteria you would find helpful to sort or search by in the customer cards?
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Samara Splattar
Shelby Parker
- things such as, which brand they are interested in, third row needed, price range. To be able to search within the notes specifically, not just a Wishlist.
- With my previous CRM I searched by stock numbers at least a few times a week to reach customers interested in aged units (to move the units along) I also use it as a way to reach customers that may be interested in a specific model that has good incentives for the month etc..
- Notes, Stock Number, Previous purchase(s)/ Potential Trades/current vehicle.