Feature Requests

Hello, Currently, to Mine the whole database, the user needs to have "Store" access in the "Data Access" category. This "Store" access is linked to seeing all leads in the lead bucket currently on the clock, all unanswered messages, and all showroom activity. (the tiles in the left sidebar) This Mining tool access is crucial for a salesperson to find somebody looking for an opportunity to work and cultivate deals from the store's database. However, it is not necessary to see the unanswered messages of the whole store. Can we separate the more access to mining the database from the other permissions it grants? Make mining access its own category when granting permissions. Thanks! Hope this makes sense to others as well.

I would like to remove the ability to of clicking "Ignore" on a conversation from sales people. It would be a good restriction option to make available similar to not being able to delete a task.

I think we should be able to give our Staff access to our entire customer base with out them seeing all the unanswered communications or un-responded leads. We have several sales reps and team members that could benefit from being able to pull all customers but they don't need to see what is happening for the whole store.

I would love to be able to see the appointments that are in the store as a whole not just my appointments so I do not have one of my guests coming in on the same vehicle when someone already has a guest here on it. This also goes along with being able to see who everyone else has in the store

When someone is creating a customer, add permissions for them to be able to or not be able to assign other users as sales or bdc.

It would be helpful if managers / Expert Users had the option to put a lead back up for grabs, that way we can ensure an active user is working it, and not someone on the lot or on a test drive.

it would be nice if we could have more than 1 leader assigned to a team. our smaller stores do not have teams.

We should be able to manually add internet leads if that is the true source of the lead. For example, if we have a customer who messages us on our Facebook page with their information and vehicle of interest, that is not phone, showroom, campaign, etc. That is an internet lead. Another example is when customers reply to a service email reminder about wanting to look at trading in their vehicle. That is internet but we can't manually add internet without first adding it as campaign or phone and then going back to change the source. If Sales Management or Sales Consultants don't remember to do this and the deal gets closed, it is stuck incorrectly being marked as phone or showroom up. At the very least, Expert Users should be able to add them manually.

At this time "Customer Notes" are only able to be removed/deleted by the user who created the notes. This is not helpful as some notes are not actually "Customer Notes" and the user may no longer work here. We do not want unnecessary notes to be stuck on files forever. This needs to updated at least allow management to delete these notes.

Its confusing to clients with multiple BDC , Sales associates contacting the same clients