To Do List | Voters | DriveCentric

To Do List

Jake Whitfill

I would like to request a Personal To-Do List sidebar within DriveCentric that allows users to create and manage internal productivity tasks that are not tied to a specific customer record.
Currently, tasks are primarily customer-based. However, sales associates have daily responsibilities that are not CRM-contact related but directly impact performance, such as:
Posting inventory to Facebook Marketplace
Creating social media content
Recording vehicle walkaround videos
Completing OEM training
Prospecting orphan owners
General prospecting or marketing activities

Shelby Parker

Thanks for posting this, Jake Whitfill — really appreciate the detailed context. Totally hear you on the gap here with day-to-day tasks that aren’t tied to a specific customer record (social posts, walkaround videos, OEM training, prospecting, etc.). I’m looping this into our review so the team can take a closer look, and we’ll follow up if we need any additional details from you.