Feature Requests

It would be super helpful if we could still see the full deal details in the customer card under the dead deal and notes section, such as previous proposals and trade info, without " rescuing" the deal. This would help us in our lost deal mining the management team goes through each deal when marked lost. When clicking on a dead deal under "deals" it does not show enough info or any trade info. When mining dead deals we look at all aspects of the deal including previous compare forms to see how discounts and payments align with customer communications and their possible reason for a lost deal. Thanks!

Add the ability to add additional dead deal options or edit the existing dead deal options. Instead of having to type common options like. Car is no longer available or customer is not local to us. etc

Mistakes happen, so we should be able to reactivate a lead that was mistakenly marked as duplicate. As well if a sold deal comes in and a second deal is open we should be able to mark that as duplicate even if it wasn't caught in a merge.

Once a deal is marked dead, you cannot add a Vehicle of Interest. You have to rescue the deal, add a vehicle of interest and mark it dead again in order to do so. Can you add the ability to view and edit the Vehicles on the customer card when the deal is marked dead?

It would be great if when killing a deal, there was not already a reason chosen. There are a lot of deals getting killed as 'Bought Elsewhere' when that is not the reason as that is the one that is automatically selected when you click to kill a deal. I believe it should be set up like the call outcome choices where it says 'Select an Outcome', it should say 'Select a Reason'.

It would be great if it were required to put notes in, in order to mark a deal dead. Being the one who has to go through all of them, notes would be extremely helpful in determining if its a true dead deal!

With all the duplicate deals I've been having to sort through lately, I've made a habit to go through all sold/delivered customers and make sure there isn't an additional deal open that's hurting our reporting. It would be a HUGE help if the dead deals would display the reason so I can ensure the duplicates are marked as a bad lead instead of old deal/other/no agreement/ect.