Feature Requests

I would like to have the ability to attach documents or photos to notes. A picture is worth a million words.

I would prefer that the notes that shows up on the desktop view don't change with every subsequent note. If a sales manager checks a customer out of the showroom and puts down "650 score, $3000 down $600/mo budget, ran out of time", then a sales person calls and puts "called. no answer. left message", the note that appears seems to be the "called. no answer. left message". It would be better if there was a way we can lock in a note as the most relevant note.

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.

Specific place for a sold note and have the sold note permanently pinned to the top of the desk log until delivered.

Being able to upload a picture to the notes of a customer card, we have these apollo sheets and if the sales reps want them we print them. but it would be nice to have them just on the card.

As sales advisors, we deal with too many clients every day to remember every conversation without notes. CRM notes help us keep track of each customer’s needs, vehicle interests, payment goals, follow-ups, and appointments. Having a general place to view overall notes is important because it lets us quickly see: * Future appointments * Different vehicles for different clients * Pending follow-ups * Trade information * Special requests Without organized notes, leads get mixed up, customers feel forgotten, and opportunities get missed. Good notes keep everything clear, professional, and easier to manage.

We need this feature included. This way we can acknowledge instead of leaving a another note. This way we don't add more unnecessary stuff to the deal timeline. We don't need many emojis. Just the ones like checkmark, thumbs up/down etc.

Hello, We would love to see a way to add quick and simple notes that would show up in the circled section pictured below. This would allow my BDRs to quickly document customer contact attempts and updates such as: Text sent Left voicemail Called customer OOA Email sent No answer Confirmed appointment Having these visible as quick notes would be extremely helpful for our team to easily track customer communication, stay organized, and ensure all customers are being properly contacted and followed up with in a timely manner. Thank you!

It would be great if we could react or acknowledge @'s, notes, and internal messages.

When transferring deals from one store to another, any existing notes on the customer card will update to show as if they were made by the user who initiated the transfer. These should stay under the name of the original user