Feature Requests

Lease Return customers have predictable buying timeframes, and we can currently use the business rule feature to create a series of tasks for relevant sales staff to contact them at crucial points leading up to the end of customers' lease periods. However, without a deal to track, it's hard to make sure that the salesperson is handling these customers' buying process beyond the individual task completion level. The ability to create lease return DEALS, rather than relying on a series of otherwise unconnected tasks, would more accurately reflect the way that this resource is utilized in the dealership environment. Truthfully, this is applicable to any predictable or rule-based method for identifying customers within a dealership's existing customer base. Adding the ability to create deals to mining (a button next to "Assign Tasks"?) would further amplify the ability of the mining tool, allowing it to create fully trackable, long-term, salesperson-driven campaigns with accountability.

I would like to be able to have the system rotate leads based on the 30 min rule after we open. Example a lead comes in at 11:00 pm on Monday, gets assigned to Bob for Tuesday AM 9:00 when we open, at 9:30 if its not answered, it rotates Round Robin according to the business rule set up. We do not want them rotated until 30 min after we open, not the middle of the night.

Many times, the first thing we do with a lead is call them. Some calls only take a minute or two, but some others can take nearly an hour. This breaks our time on responses, if we can have it so when we start a call it counts that would be awesome. Thank you!

As the GM, I would like my team to benefit from customized automation, particularly when sending videos. I would like there to be an option to send an automated email to leads with an embedded video where the video adjusts based on the salesperson it's coming from, maybe even feeding from the existing uploads in the video library.

I would like to submit a request feature. Having our sales team on internet Round Robin is a nice privilege. however, if they have too many open task or open /past"to do's" then I would like to have it automatically remove them out of the round robin, enabling them to focus on their overdue task..

We are running into an issue where a duplicate lead gets into the CRM not long after the initial lead. We have already had VERY recent communication with the customer, and another message/call would be overkill and not appropriate. We need a way to stop the clock on these duplicate leads.

With a larger store there are a lot of employees that show up under the redistribute tab. It would be wonderful if you could create a redistribute by team selection so that we can select that team to receive the leads round robin after a sales person leaves instead of having to select each person individually

Instead of having to set up each individual schedule it would be amazing to only have to update the team schedule for internet lead distribution.

Ability to use a body style filter in Business Rules to have task assign based on specific body styles like for RV classes

Currently, the sole choices for distributing leads are assigning them to the BDC or a Salesperson. We also need the capability to assign a closer to leads.