Sort Desk Log
G
George Khalil
It would be nice to be able to sort desk log by new and used and have it as a stand alone feature to work showroom visits
G
George Khalil
Sorry for the delay meaning have the desk log as a stand alone with with Sales engagment hub on top , have the desk button on the desk log so managers have a one stop shop so to speak if you want I can send you a pic of the layout that would really work and supper charge this system to the next level
Shelby Parker
Thanks for the suggestion, George Khalil — totally hear you on how sorting the desk log could make working showroom visits a lot smoother. Quick clarifying questions so we can make sure we’re designing this the right way: when you say “new vs. used,” what should drive that label (vehicle of interest, deal type, something else)? And for the “stand alone feature,” are you envisioning a separate view/page just for showroom visits, or more of a separate workflow outside the desk log? Lastly, in your day-to-day, what’s the main outcome you’re trying to achieve with this (e.g., prioritizing follow-ups, assigning visits, tracking results)?