Feature Requests

It would be great that as I have access to the whole dealership to only see notification (messages and such) that are linked to my name vs everyone at the dealership. Same with new leads

A lot of times it can be a credit application, them saying they're here, or who should they ask for, things like that, in the messages. Salespeople will greet them and come back to the BDC to check them in. We have nothing else to say to them because our job has been done. When there's a message in the sidebar, and you check that customer in, it should clear the sidebar.

The option to sort out dupes only. Like the option to only see unread notifications, but for the lead bucket

When I reach out to a customer, and merge their lead with another lead that does not have a record of communication, they stay on the sidebar. Since the merge indicates this is the same customer, I want the system to be able to recognize that communication so I am not duplicating my efforts.

Unlike Leads and Conversations, Genius Follow-Up notifications don't show a store location label. For those with an enterprise view of multiple stores, it would help to have the store listed in the slide out view on the sidebar.

It would be helpful to have an additional section on the side bar where we could pin certain customers that have "pending" needs such as updates on vehicles and such.

For dealerships that have access to many stores in the same group, it would be great if there was an option to “Select all” the stores from the store selector section on the sidebar. As of now, I have to go in and select stores one-by-one, and it would make things much easier to have a "Select all" icon that would highlight all the stores that I have access to and show their data.

Can we add sales 2 to the in-store tab on the left side? This would be beneficial when we are busy and have multiple people working the back half of deals so we can keep track of who is with a customer and who is free without having to click on each customer individually.

Do Not remove the sidebar notification for un replied message when a phone call is completed

We would like the ability to submit a lead to the sidebar (via lead address or OEM) and determine by source if a new deal should be started or not.