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Make a way for returning salespeople to access their sold customers from when it used to be eleads
Add a way for returning salespeople to get back in contact with their previous sales activity while they were at the dealership previously.
2
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Legacy Conversations
1
Reply Button for Text Messages
Like the "reply" option under emails, make it the same for text
8
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Legacy Conversations
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gathering votes
20
Add 'All Conversations' to Conversation Screen Dropdown
Currently, it is difficult to go back to prior day or previous working conversations to re-engage customers from the conversations tab. It would be helpful to have an 'All Conversations' option in the dropdown so the thread can be more similar to a typical messaging app. It would be best to have the 'All' option as the default with the option to filter to open or closed conversations, with the most recent conversations at the top of the thread.
15
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Legacy Conversations
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gathering votes
92
Past customer new deal unable to snooze.
When a new deal is generated on a past customer, even though we've communicated in the past, I am unable to snooze. Regarding future products, this creates a lot of tasks and sends auto messages when the customer does not want to be reached out until the new product is out.
1
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Legacy Conversations
1
Check In to the Showroom should clear Unreplied message
A customer said they arrived at the store. The salesman saw them and walked them in, and checked them into the showroom. The text sat for 30 minutes before I noticed it. By that time the customer bought. A "check in" should clear the message from my sidebar. Then the deal was marked "sold" and the message still didn't clear. They are standing in front of me, but the GM just sees the fumble.
7
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Legacy Conversations
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gathering votes
13
Email Icon Changes to show that it was Opened
if it's possible to create an icon for the emails that are open. the notification that the customer opened the email is not that helpful. So what am I suggesting is that when a customer opens an email the envelope icon should change to an open envelope icon and/or a different color. Thank you
5
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Legacy Conversations
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gathering votes
9
Lase buy out
when a customer purchases their leased car, we still get notifications that want us to contact them for end of lease calls.
2
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Legacy Conversations
1
Ignoring a Message Only Ignores for User Who Performed the Ignore
If you ignore a conversation it hit's everyone on the thread. It would be great if it was only for the person who ignored it. Multiple sales people, managers, BDC's, change of salesperson all causes issues where one may not need to be involved anymore but others still do.
35
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Legacy Conversations
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gathering votes
166
Message Search
It would be amazing to be able to search message conversations, especially text, for keywords, like when we spoke to a customer about a land cruiser, we can go back and search all conversations with "land cruiser" in them.
1
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Legacy Conversations
1
Conversations View on Mobile
We would like to be able to have a list of all of our historical conversations on the mobile app, similar to they way they look on your phone.
0
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Legacy Conversations
1
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