Feature Requests

-When a user opens a customer profile, that profile becomes active under their name. -If another user opens the same profile, all outbound actions (call, text, email) appear -disabled/un-clickable for them. They can see who is currently working the profile. -The second user can still leave notes or "@ mention" the active user with questions. -Managers can override and remove a user from a profile—unless that user is in the middle of an active call, text, or email.

The new format starting today is not as efficient. I used to be able to key in the date (example: 8/5/25) and it adjusts to 08/05/2025 when I tab to the time. I used to be able to key in the time (example: 2pm) and it adjusts to 2:00 PM. I'm also noticing that occasionally I'll get an error message that the customer opted out of whatever contact method I selected. They didn't opt out. Please change it back to the way it was as of yesterday. It was way faster until today. Now it's slower and buggy.

At Porsche, we have customers that request to be made aware of special events by their Client Advisor. For example, we hosted a track day Saturday and basically call the customer everyone month to keep him in the know.

It would be useful for our users to be prompted to set a new task when they complete one, in order to make sure that customers don't fall off of a workplan.

I would like to see % of completion on each team and each team members work plan. I like that it has been added to the whole dealership % of completion.

Duplicate tasks assigned for the representative accumulate and make task seem double their actual amount. Would love an option to only have one task per customer or a way to quickly erase duplicate tasks for the same person

Please create a way for us to move all the salespersons tasks on their vacation or day off. It is very time consuming for management to have to move their tasks individually on a daily basis.

Create a clear task weighting. The task list should be placed in order based on a projected dollar value, or projected value of closeness to the sale. This will allow dealerships to force sales prioritization, and automate the decision making process. Also Tasks should be schedulable, for example, I need to make a call at 2, Task should generate at 130, and jump to the top of the priority list

It would be cool to have an alert pop up for customers who have requested a call at a different time. Kind of like an alarm that goes off 5 minutes before you are supposed to call the customer so it doesn't get lost in your work plan.

As a BDC Agent, it would be nice to be able to set a process to "Sales Rep in Contact" so us agents no longer receive tasks for that customer, while the Sales Reps receive all the tasks. I've had a few customers complain that it was confusing on who they needed to speak to with the both of us staying in contact.