Feature Requests

By adding "No VIN" for a Business Rule filter, users can then exclude a specific Auto Email from a VIN specific template.

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.

One thing the competition has that I personally really like is the ability to us an "only if" in the business rules filters. Particularly, as it applies to prior contact. It would be nice to say, fire this touchpoint only if no customer inbound email, inbound text or phone conversation has occurred in the past XXX timeframe. As it stands, you have 2 choices, have the touchpoint never fire if there has ever been 2-way communication or fire regardless of if there has been conversation.

I want to create tasks based on only if an appointment is confirmed and only if the vehicle stock # is not blank. These additions to business rules would be very helpful.

When you click on the email task it generates the associated email template chosen. When you click on the text task it should also be able to generate the text template that is already built in the system.

Retention rules for Co-Buyers on a deal should be the same as retention rules for the Buyer on a Deal

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.

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!

Add a Business Rule trigger for when a Salesperson is manually added to a deal.

I wanted to tier the notifications on internet leads, for example, I want my best closer to get 90s to grab the lead before anyone else, then notify the second best closer and then another 90s before notifying the third best closer, and so on.