Feature Requests

Salespeople can add customers that are already in the CRM with no manager override. This is creating instances where salespeople are skating their coworkers. Most CRMs require manager/BDC review to override adding a customer that matches another customer in the CRM.

If you put a phone number or name and client is not found, then you click on add client then IT SHOULD remember what the search was initially instead of retyping phone/ customers name again (its blank) when adding New Customers. It only makes sense.

Please add another lead override option for referrals, as they're not campaign, internet, chat, or phone up. These should not affect those closing numbers and should have a separate process to follow.

When adding a new customer to the CRM, we are prompted for Address and phone number/email... but it doesn't have a section for County. County should be an Auto fill in when we enter the Zip code. This is an unnecessary extra step we have to do when adding a customer. After the customer is saved, the only way to add county is to then go back into the customer edit screen and do it that way. Why can't the CRM auto fill it with a zip code?

I want to be able to have the salesman add all customer info before creating a new customer. Address, email, phone number, Date of birth.

Leads that stay open for long term follow up but the customer puts in A duplicate lead, can we have a list or report available for all duplicate leads that come in as they do not currently show up under " leads" for the current month even if they just re engaged with us by putting in a lead.

We switched from VINsolutions where when scanning a drivers license, it would upload a picture of the front of license so you can print it out. Saves time from having to scan and still copy on the printer. That way when I had a customer that bought multiple vehicles a year, I didnt have to copy it everytime.

I would like to have the option to make phone number and/or email mandatory when entering in a new customer. I am seeing too many customers with no point of contact or fake customers being entered. It defeats the purpose of having a CRM when a customer with no point of contact has been entered. There's no follow up possible and it's bad data in the CRM

Why is it impossible to update someone's information when their account is already created. Give us the option to update peoples information and not have to create a whole different account. Super frustrating

There needs to be a better skate alert system implemented or make it that a salesperson needs a manager approval to put a customer in the system if there are any duplicates.