Test Drive Prompt - When Desking is Accessed By Sales Consultant
T
Trey Thrower
It would be ideal if a prompt to the Sales Consultant. Have you gone on a test drive with the customer? Yes/No popped up when the desking tab is pushed.
In the reporting for the manager view it would be ideal if they can see which vehicles were on a test drive.
Shelby Parker
Thanks for sharing this, Trey Thrower — really helpful context. I can see how a quick Yes/No prompt when the Desking tab is opened would keep the workflow consistent, and having test-drive vehicle visibility in the manager reporting would be valuable too. I’m looping this into our team’s review, and if we need any extra details on how you’d want it to work in practice, I’ll follow up.