Feature Requests

Hi there!!! It would be extremely helpful if we could import lists or CSV files into the CRM. GM has several different manifest each month and it would be beneficial and give us a way to track that the follow up in indeed being done. Think about it, please. Thank you!

Should be able to reassign users or remove users in bulk, we have both BDC and sales listed on files but am being told can only reassign from within store setting and bulk reassigns ALL customers associated with that individual. We want to do this for users individually on the deal. Meaning, the ability to reassign just the BDC and leave salesperson in tact or vice a versa. And the ability to pick which deals to reassign. Not have to choose all deals.

can we add a location distance tracker?, automatically for customer we have their zip code DC should be able to let us know how far away/time/route they will need to take to make it to the dealer, thank you.

It would be extremely helpful if we were able to add a column to view Customer Tags when looking at different lists. Specifically when looking at Service Leads.

Allow desk documents to be signed with e-signatures using iPads, standing alone and separate from any digital retailing tool in development.

When someone ignores the possible duplicates, it clears it from showing up at the top of the customer card unless you go into the dropdown and search duplicates. It is too time consuming to check this for every customer we review. A lot of duplicates get ignored if someone isn't sure or if a salesperson doesn't want to risk splitting a deal..... It would be very helpful to keep our data clean to have a feature that would allow us to see a list of all possible duplicates so we can review them in bulk. Our previous CRM had this feature and it was something that we cleaned up very often.

I realize Drive is using a 3rd party provider for their LMS, and it is a pretty good one but would like the ability to see who has completed training ongoing. I would imagine the 3rd party LMS has the ability to report on users' progress and completion but Drive is not paying for such features? Regardless, training and education is one of the pillars of a successful CRM so would love to see this added by Drive as an ongoing feature of their tools. I have yet to see an LMS of any level not be able to report on users especially in this case where Drive credentials are used to access Drive U. Thanks.

Recent customers needs to show more than twenty. Fifty plus would be better.

I'm looking for a tool or filter in the CRM that identifies customers who have submitted duplicate leads over time, especially those whose original lead was in a prior month but have recently re-engaged. These leads often don’t show under “This Month” since they’re tied to the original submission date. I want to ensure they’re treated as fresh leads, if they show ongoing interest. Filtering Options: Filter or tag by “duplicate lead within Custom date range”

Would like text preferences: I saw where the font, boldness of text was changed specifically in the lead bucket and a few other places. This is very hard to see, and my teammates agree. It would be nice if we can adjust this ourselves per our own vision. For someone who stares at a screen for 8+ hours a day, we prefer BOLD!!!