Tags for customer profiles
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Vicki Phang
Can we please have it where sales people can tag their customers? For example, if a customer is interested in a Toyota Tacoma, the sales person can tag that customer and it would go into the Toyota Tacoma category. For instance, if that vehicle became available, they would just be able to go into their tabs and look for all their customers that are looking for Toyota Tacomas.
Shelby Parker
Thanks for sharing this, Vicki Phang — really helpful context. I can definitely see how being able to tag customer profiles (e.g., “Toyota Tacoma”) and then quickly pull up everyone interested when something becomes available would make the workflow a lot smoother for your sales team. I’m looping this into our review with the team, and if we need any extra details (like how you’d want tags/categories to work in your tabs), I’ll follow up.
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Vicki Phang
Shelby Parker Thank you so much!