Feature Requests

Making this editable will help dealers refine the list and workflows of dead deals easier to manage. For instance, if you separate out Parts & Service - You can send the actions to the right department head directly. Also making this editable will reduce the bad leads from aggregating to one common spot and enforce better discipline in the CRM to mark dead leads according to the REAL reason.

It would be great if you could multi-select lead sources when trying to add them to a lead source group. It takes an inordinate amount of time to setup lead source groups otherwise.

I really think it’s time to look into making lead sources permission-based or role-based, similar to how we manage permission groups. Right now, everyone has access to all source options, which leads to a lot of bad data. For example, we constantly see salespeople marking walk-ins as phone ups or selecting random campaigns. Sometimes to chase bonuses, sometimes just out of habit or confusion. Either way, it throws off our reporting in a big way. If we could limit what sources and descriptions show up based on someone’s role like BDC only seeing phone or Internet, and showroom sales only seeing walk-in options or prospecting options we’d have way more accurate reporting. It would also make the process smoother for the users since they’d only see what actually applies to them. Cleaner data helps all of us. From marketing to management to BDC to the sales floor. Just like we protect other parts of the system with roles and permissions, I think it’s time we do the same for source selection.

We have been running into an issue of having duplicate leads on the enterprise level. We have 2 stores that are very close together, and thus often get duplicate leads. This is caused in part by the fact that we allocate leads based on lead source. Because of this, we aren't always notified when the same person submits a lead on different platforms that end up in different CRMs. Having a notification that lets us know that we have a duplicate lead on the enterprise level would allow us to better use drive and it would help us not waste time when we have 2 different BDC's/Sales people going after the same customer just because they didn't realize the customer is also being worked by the other store. This will allow us to not waste our resources on double working the same lead and thus we will be able to work more leads faster, allowing us to sell more cars. In addition, this may get annoying for the customer since they are receiving twice as many calls/texts/emails when they don't need to be and could cause them to be turned off from both of our locations.

I have hundreds of lead source descriptions to add to different lead source groups. There must be 20+ TrueCar alone. It is going to take hours to organize what could take 10 min if we could multiselect when adding and removing a Lead Source Description to a Lead Source Group

Add the ability to download the audit log

Rather then having to manually enter in each holiday like July 4th and December 25th each year, can there be the ability to add a repeating button that just refreshes each year to ensure that its always covered. Things like New Years Day and Christmas and July 4th will always have the same date. Also give the abilities to make a slider that says for the service hours the same as sales holiday hours so we don't have to do these things twice.

Can we please add the additional ability to send out Instagram and TikTok Links to our pages through the crm like set up with Facebook, YouTube, google+ which is defunct and no longer available for public use.

Multiple Store URL entries for each department to assist Dual Point accounts during the setup process.

Titles in user management page