Workplan - Customized Columns | Voters

Workplan - Customized Columns

Jennifer Emch

Customized Columns-Add an option that will show if the vehicle of interest is sold and or delivered. I want to be able to focus on the leads that have available vehicles first and the sold and delivered next. Do not confuse this with the options available called current stage and sold status for this is related to the status of the deal. I want to see the status of the actual vehicle they are interested in.

Shelby Parker

Thanks for spelling this out, Jennifer Emch — totally get the need to quickly separate leads with available vehicles from those tied to sold/delivered units (and appreciate the callout that this is about the vehicle status, not the deal stage). To make sure we design this the right way, a couple quick questions: would you want the “vehicle of interest sold/delivered” info to show up as a Workplan column, a filter, or both? If a lead has multiple vehicles of interest, which one should drive what you see (primary/most recent, flag if any are sold/delivered, or something per-vehicle)? And in your workflow, do you need “sold” vs “delivered” as separate values, or would a single “unavailable” status cover it?