Vehicles Tab: Ability to Rank and Reorder VOI
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Michella Pyle
When a customer is considering multiple units and has them listed under their customer card, being able to rank them 1,2,3... This is help if someone else is jumping in to help such as another sales person or a sales manager. It will also help the individual quickly re-identify the customers needs instead of needing to skim the whole conversation or use the genius for a refresh.
Michele McCoy
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Michele McCoy
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Michella Pyle, thank you for writing in. I wanted to get a little more information. Where are you wanting to be able to order the vehicles? You can reorder them under the Open Tab. Is there another location you'd like to have the ability to reorder them?
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Michella Pyle
Michele McCoy Hi, thanks for getting back to me! I'm aware of this feature being under the "Open" tab but I think since its not on the main "Activity" tab, it just isn't being utilized the very well. Sales people really just live in the "Activity" tab, in my experience. I think it would be really helpful if there were a way to drag and drop the order of the cars and/or have them numbered 1-3...by level of interest. If this were doable from the main "Activity" page under that "Vehicles" tab I think there would be more engagement with this feature from sales. I also think this would make it easier for leadership at the dealership to jump in and help make the sale because they would better understand where the salesperson left off.
Michele McCoy
Michella Pyle: Understood. Thank you for clarifying that for me. I will mark this Gathering Votes. We'll continue to gather votes and you'll receive any updates automatically.
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Michella Pyle
Michele McCoy sounds great! Thank you 😀
Shelby Parker
Hello Michella Pyle! I have a few more questions for you:
- How would you like the ranking to be displayed or accessed by sales personnel?
- Are there specific criteria or attributes that should be considered when ranking the vehicles?
- Would you like the ability to easily update or change the rankings as customer preferences evolve?