Feature Requests

AI is great, but have AI analyze conversations and pin a summary note at the top.

Feature request: Allow Management/BDC to have permission to unpin other users notes from the top of customer profiles. Often, when I am closing a customer profile out I have to call each person who has pinned a note to the top of the profile and ask them to unpin the information. Some notes need to stay pinned at all times such as "ONLY CALL AND TEXT" or "DO NOT CONTACT" however, majority of the notes we pin to the top are only needed while the customer is actively looking for a vehicle. Would just make things easier for the sales team :) One less thing to hassle with if certain ppl had that extra permission.

Have a like button so that whoever tags someone in a note can like it instead of having to reply back. It shows that the tagged person acknowledges the message.

When leaving Notes and using the @symbol, is there a way that a reply button can be added rather than starting a whole new note so conversation can be kept going between staff when working deals.

I believe a report or tracking system to view all notes added to a customers profile would be beneficial.

Would love to add notes as a list in the system instead of a long sentence. Long detailed paragraphs are great in some cases, but when I want to just throw down some quick details, it would help me to have the ability to list things or use bullet points.

Ability to format notes with paragraphs, line breaks, lists, and stylization.

We use the notes area often to request that certain team members do follow up or try certain responses and to communicate ideas on doing a better job with the prospect. It would be nice to be able to use a little humor here the way we do in chat, etc. and add GIFs to those notes. I think it would affect the communication in the store in a more positive manner, keep things light-hearted and keep the team more upbeat and engaged which would only help generate more sales.

On the lead list have a column that allows a user to check off a lead that it was reviewed. As a manager I am going through the lead list and sometimes lose my place on the list as I am pulled away from my desk for different activities.

Being able to see all history in the log, including deleted notes.