Feature Requests

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.

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!

Currently there is a feature to round robin by schedule. I would be very helpful if there was a way to do this by a two week schedule availability. Many places have a early in on a day one week and a late in the next. That way a schedule can be inputted that just repeats every other week.

Currently if we have a customer that is 30 days old and the customer submits a new lead there's no way to get updated activities in your workplan. The system still assigns 30 day old customer follow-up so my team is forced to dead and re-open the file. The only exception to that rule is if the customer was previously not engaged. It would be nice to have a way to update the follow-up activity like I could in VIN solutions.

I would very much like to be able to restart a workflow or re-enter a workflow at any point. For example, if a customer engages but then falls out of engagement, I would like to be able to re-instate my original unengaged workflow to have a 30-day follow up instead of having to manually schedule each individual task.

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.

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.

Currently only there is only a filter to ignore if a sales is assigned but want one where if there is not a sales assigned to assign that biz rule. Reason would be if we have sales managers, closers, F&I managers, team leads, etc, getting tasks for Proposal or Engaged customers where a salesperson isn’t assigned due to it being in the BDC, this would cause them to get tasks for all leads and not just those that are in sales’ hands which are the ones they should be focusing on.

Please create another Sold Status option in Business Rules to consider the "Sold - Sold" deals. Currently, you have the option of choosing: Pending Finance Locate Order General When you create Sold - General follow-up, that will run for "Sold - Sold" deals, but it also runs for the other Sold Statuses you choose. Meaning, you could mark a deal as "Sold - Order" and want that follow-up top run, it would run along with the "General" follow-up (if anything is scheduled). If you do not create business rules in the "Sold - General" section, then no rules will run for deals that are marked as "Sold - Sold".

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!