Feature Requests

Ability to add Vehicle Age column in Pipeline - specifically Delivered bucket.

I'd like to be able to put custom sticky notes on the screen and be able to move them around and color code them etc. Possibly on the homepage where there's a lot of real estate. This would be good for personal note taking/agendas/sales goals, etc.

To have a Deposit status for the customers who have made a deposit so the BDC agents don't call them.

Currently, a customer who has an appointment scheduled but no other tasks will show as having "No Follow Up" in the sales pipeline. This doesn't make much sense, as an appointment is kind of the gold standard, face-to-face version of follow up.

This needs to become an option again - so many times the DMS and CRM do not match and we need to relink them in the CRM to show a vehicle sold. Also if a lead needed an appt or something before being closed out - we used the unlink and relink buttons daily to fix these things.

User would like to be able to edit the sold status (ordered, sold, pending) without unmarking the deal unsold first.

Allow us to customize the home page with different fun themes. Forest theme, beach theme, galaxy theme, car theme, sports theme, futuristic theme, etc...

One the old pipeline, there were arrows on either side of the date filter so that you could toggle between days easily. It is now only available when looking at appointments. Would like it available for leads/engaged/visits/sold/delivered again. The custom filters trying to sort through each day is time consuming enough.

Currently, when ANY USER has a task set on a deal, there will not be a warning sign displayed on the assigned salesperson's front page. With multiple users in the BDC and sales groups assigned, deals lacking in RELEVANT follow-up from the assigned salesperson are much harder to identify and remedy. Allowing a user to immediately see deals where THEY PERSONALLY don't have any follow-up set would provide a substantially clearer view on where their energies would best be applied at any given time.

Customer should stay in engaged if we send numbers and they have not yet visited the store.