Add Additional Users to the Customer Card
gathering votes
H
Heather Wilfley
I'd like to be able to have a second BDC person assigned, just how you can have two sales people assigned.
Michele McCoy
Merged in a post:
User profiles
R
Richard Sieck
We would like to either add or rename certain profile types i.e.(salperson,bdc,"caddy") We have many miscellaneous job types here that do not fit the pre-set names.
Michele McCoy
Merged in a post:
MANAGER IN DETAILS
P
Paul Barchett
CAN WE ADD A MANAGER SLOT IN THE DETAILS AREA? THAT WAY WE CAN TASK THEM TO HAVE A MANAGER FOLLOW UP?
Michele McCoy
Merged in a post:
Manager Role on Deal
G
Geoff Kelly
There should be an role option for "Manager" on a customer and deal - along with Sales, BDC, and Closer.
When managers open a deal on an existing customer, they should not be automatically added as the Salesperson, and the system should either keep the prior salesperson, or give an option to select the salesperson.
Michele McCoy
Merged in a post:
Add a Second Closer Position
N
Nicholas Nardello
So that you can attach more than 1 closer to the deal. Thanks!
G
Geoff Kelly
Our managers don’t operate as salespeople. Our salespeople work the deal with the customer and the manager works with the customer and the salesperson to sell the car. The “system” should never change the salesperson on a deal unless the manager initiates it. I like the 15 minute time limit on incoming leads if the salesperson doesn’t grab it, it’s up for grabs. But that is the only time that should occur. When a salesperson engages the customer it’s their customer to the end. Management should be the mechanism to change that.
Shelby Parker
Hey Geoff Kelly, thanks for your feedback! Following up on this:
- What specific permissions or capabilities should the 'Manager' role have that differ from the existing roles?
- Should the system notify the original salesperson when a manager opens a deal, and if so, how?
- Are there any specific scenarios where the manager should be automatically assigned as the salesperson?
Michele McCoy
Merged in a post:
Customer Card - Add BDC Manager, Additional Closer, and Desk Manager Assignment
M
Maytee Ycaza, Manager
For accurate reporting and trackability of performance, closers should be separate from a desk manager. This ensures a clear delineation of roles and responsibilities, minimizing conflicts of interest and allowing for more focused supervision and evaluation.
There should be the ability to add up to:
- 2 closers
- 1 Desk Manager
- 2 BDC gents
- 1 BDC Manager
Right now we can only add:
- 2 Sales ( this is perfect)
- 1 bdc
- 1 closer
Michele McCoy
Merged in a post:
Add Additional Users Associated w/ the Deal to Customer Contact Card
J
Jenny Southard
Is it possible to have the Finance Manager pull over on a booked deal?
Shelby Parker
Hey Paul Barchett, thanks for your feedback! I have a few more questions for you:
- What specific information should be included in the manager slot?
- How would you like the manager to be notified for follow-ups?
- Are there any specific permissions or access controls needed for the manager slot?
Michele McCoy
Merged in a post:
Add desk Managers to Customer contact page
B
Brad DeSelms
Can we add a desk manager option to the customer info under Details. We have sales 1 , Sales 2, BDC, Service BDC and customer#
Load More
→