Feature Requests

Be great to have that manager position next to the sales 1 , sales 2 and BDC, Lots feed back from staff as going to all different managers than the one that knows the file and numbers presented

Add the option to select primary phone number and email for customers who have multiple of each on file.

Would be great if we could also see the close real quick on contact card and not only on open tab

Is it possible to have the Finance Manager pull over on a booked deal?

Many times customers cannot get mail at their physical address... only at PO Box. Can we get a secondary field for address to accomodate PO Box addresses and keep the physical address fields.

Please add the co-buyer to the customer contact card! This is a very important request, and I agree that it's helpful to connect the co-buyer information to the co-applicant data on the credit application.

For accurate reporting and trackability of performance, closers should be separate from a desk manager. This ensures a clear delineation of roles and responsibilities, minimizing conflicts of interest and allowing for more focused supervision and evaluation. There should be the ability to add up to: 2 closers 1 Desk Manager 2 BDC gents 1 BDC Manager Right now we can only add: 2 Sales ( this is perfect) 1 bdc 1 closer

Would love to be able to mark a vehicle 'previously owned' instead of just deleting it from the profile. This helps a lot with steps to the sale and providing multiple options to the customer when purchasing. Multiple previous CRMs have seen the benefit in this feature.

The new update is clean looking, but took away valuable information. Now there is no way to quickly see the customer birthdate or the sale date of the vehicle at a glance. Please put that back on the side card!

When hovering over a vehicle in the garage could the vin number pop up or could it be under the vehicle. With businesses that have multiple vehicles of the same type and year it is difficult to find the correct one without having to click and open every single one and when was the vehicle added?