Feature Requests

We should be able to halt workflow on a customer by customer basis regardless of two ways comms.

Title. Text customer. "Wrong number" response. Customer is now engaged, stopping all automated tasks/ emails. Also causes issues with mining for customers who will now show up when searching customers for engagement, or won't show up when only looking to mine customers still in lead status. Should be a way to manually revert them or, by logging a "bad number" call it should remove any engagement from that number.

There should be ability to have a deal rotated to another person if no contact or appointment set in a certain amount of days. Currently, can only notify a user and then have to manually reassign. There should be a way for the system to redistribute or put a lead back up for grabs if the current users have not made contact.

When rotated off of a deal. BDC should not be clocked out due to it possibly happening multiple times a day.

Currently, DriveCentric only allows lead sources such as Campaign, Internet, Phone, and Showroom. We would like the ability to create and customize additional lead source categories, specifically for phone calls. Our dealership utilizes both BDC representatives and salespeople to handle inbound phone leads. At this time, all phone leads are grouped under the single "Phone" source. When we pull phone reports for BDC users, the results also include phone leads that were entered by salespeople, making it difficult to accurately measure true BDC performance. We would like the ability to create separate phone lead sources, such as: Inbound BDC Call Inbound Salesperson Call Having distinct phone lead sources would allow us to: Accurately track BDC-generated opportunities. Separate salesperson-generated phone leads from BDC leads. Improve reporting and accountability. Include these sources in Delivery Summary and other performance reports. Potentially eliminate the need for an additional third-party tracking system currently used to categorize these leads. This enhancement would provide more accurate reporting, better operational visibility, and greater flexibility for dealerships with dedicated BDC teams. Thank you for considering this request.

Would like to come in to work the following day with no past due tasks

Would like the ability to limit total number of leads per month per sales person.

Hello, We would like to have our "snooze Feature" moved from a 60 day, to a 6 months? We would like to have the ability to snooze our lease customers longer then 60 days.

Could you add a setting to business rules that would schedule the rules or process from when the lead is answered rather than when it hit? Dealers who are closed on Sunday walk in on Monday morning to 3 days of missed follow-up from a lead that happened after closing on Saturday. The amount of time we spend at the beginning of the week rescheduling follow-up and adding those that were missed is ridiculously long and having this setting would save us A LOT of time :) Thanks!

Mass dead deals that haven't been spoken to in weeks, maybe make a setting preference on when to dead deals after a certain amount of time. (weeks,months)