Unlink / Re-Link Deals Function
gathering votes
A
Ashtin Olson
This needs to become an option again - so many times the DMS and CRM do not match and we need to relink them in the CRM to show a vehicle sold. Also if a lead needed an appt or something before being closed out - we used the unlink and relink buttons daily to fix these things.
S
Shelly Wagstaff
I agree with the others. the new process of matching/linking deals is worse than the previous way. At least the old way you could unlink the deal to correct it - now if there's not a reasonable match DC creates a new record/deal creating a bigger mess.
H
Holly Lara
I agree the salesman make a duplicate profile then sell it. Now the sold is on the duplicate vs the original profile. This new way is horrible.
Canny AI
Merged in a post:
Change linking back
M
Megan Sutton
The new way of linking deals is terrible. Please change it back!
Canny AI
Merged in a post:
poor update
J
Jolynn Beltz
The update that changed the side file where it shows customer info and sales and bdc is extremely cluttered now and not user friendly at all. We request for it to be changed back to how it was as that worked and was easier to read and make sense.
Drew Adler
Merged in a post:
Bring Unlinking Deals back
M
Megan Sutton
Not being unable to link deals is hindering things. We cannot go into DMS to unlink, and relink deals. I have had multiple deals not able to report correctly since Unlinking was taken away as an option. We manually mark vehicle acquisitions as sold to show correctly in reporting. Since the customer was marked "sold" say in april due to the customer selling us a vehicle, now it will not report correctly for may when they have actually purchased a vehicle from us.
Shawn Goebel
Merged in a post:
Restore unwind deal button to make adjustments on profile
D
Devon Torres
Shawn Goebel
Merged in a post:
Bring Back Unlinking a Deal
N
Nick Degnan
It is impossible to fix human and machine errors that cause customers to be delivered under the wrong source or wrong created date. We all know humans are not perfect. Sometimes co-buyers become buyers, multiple deals end up open, and sometimes they get linked incorrectly. The ability to unlink these deals, make appropriate adjustments, and deliver the appropriate ones was pretty much the saving grace of keeping good data.
Shelby Parker
Hey Devon Torres, thanks for your feedback! I have a few more questions for you:
- Can you please elaborate on the functionality of the 'unwind deal' button that you want restored?
- How frequently do you use the 'unwind deal' button and what impact does its absence have on your workflow?
- Are there any specific scenarios or use-cases where the 'unwind deal' button is particularly useful?
Shelby Parker
Thank you for posting, Jolynn Beltz! I have a few more questions for you:
- Can you specify which elements in the side file you find most cluttered or difficult to use?
- What specific features or information from the previous version do you miss in the updated version?
- Could you provide examples of how the changes have affected your workflow or efficiency?
J
Jolynn Beltz
Shelby Parker before it was alot easier to read and see now it just looks like a blur of randomness. frankly don't even look at it now because it gives me a migraine. too much info that's not necessary all black and white. my coworkers have all complained as well
J
Jolynn Beltz
Shelby Parker simple like it was before was a lot better
Drew Adler
Merged in a post:
Unlinked deals option needs to come back
C
CRYSTAL ENGER
Bring back UNLINK deals please! When leads do not merge or account for the duplicates the deal cannot be fixed.
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