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.

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.

Add "Video Sent to Customer" option from Business Rule Ignore If filters.

Ability to exclude vehicles with no trade-in on templates. For example, we have an auto email that goes out to customers to follow up after their showroom visit. In this email, we want to mention the trade in value and seeing if the customer is still interested in trading in (with hopes that they will still sell us their trade even if they decide to not purchase from us). The email doesn't make sense if the customer doesn't have a trade. We see the option to include customers if they do have a trade, but we don't see the option to exclude customers from getting the auto email and the auto email to not populate to them if they don't have a trade.

The ability to set processes up throughout an entire auto group and set business rules up that way.

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!