The ability to transfer JUST the deals between different clients
gathering votes
A
Ali Khadivar
I need to have the ability to transfer a deal from one customer card to another WITHOUT merging the customer cards, and then be able to merge the transferred deal with existing deal(s)
L
Laura Lamarre
DealerSocket gave the ability to pull the entire deal sheet from one client and transfer to another. The customers remained separated, the deal with all task, notes, and leads was transferred to the appropriate customer, and any duplicates were able to be merged.
Shawn Goebel
gathering votes
Shelby Parker
Hey Ali Khadivar, thanks for your feedback! I have a few more questions for you:
- Can you provide a typical scenario where you would need to transfer a deal without merging customer cards?
- What specific information would you like to be transferred with the deal?
- How would you like the system to handle conflicts if the same deal exists on both customer cards?
A
Ali Khadivar
Hi Shelby Parker . Thank you for your response.
1) I actually have a very good example available, but posting it here could result in the client's information being publicly shared. Is there a way that I can show that example to you in a more private setting? ( email, chat, etc)
2) It would be great if all the notes, worksheets, tasks, vehicle of interest, trade, etc associated with the deal, could be transferred.
3) I would love it if the system would simply just flag them, and then give the manager-level users the opportunity to review the conflicting deals, and chose whether they would like to merge them or not
Shawn Goebel
Ali Khadivar: Thank you for the feedback! I would love to see the example you have. Would you be able to use our support tool and ask for Shawn so I can take a look? Thank you!
A
Ali Khadivar
Shawn Goebel Sure Shawn