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Vacation Mode
Please have the vacation icon show on the salespersons round initials in the upper right corner of the screen. please show a palm tree if they are marked on vacation. The same way the managers see that in store settings under user management.
1
4
Custom User Types in User Management
Added custom position types/in user management-please add as an additional title as /'Fleet Sales'.
7
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gathering votes
8
Add a split schedule on the option for every day so we don't have to adjust it every day.
It disrupts the work flow by not having a split schedule as an option for every day. Much needed! If I have someone working until 4pm and then opens the next day I want to be able to split the schedule for her to start receiving leads from 8:30pm until the next morning! It would be so efficient:) Anyone else on board - please comment
0
1
Clock Out Other Users
I would like to have the ability to clock users out of Drive if they are with a customer so that any leads go to available users.
27
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gathering votes
88
Vacation Mode Notification/Indicator for Users
Add a notification for users to indicate their account is currently on vacation mode on login / clock in to allow them to check in with management team as to why they're unable to receive leads
3
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gathering votes
6
Customize Team Name
I want to be able to customize our team names in the system as opposed to relying solely on the team lead's last name. This will help add some fun to the system and help differentiate teams when I have team leads with similar last names.
7
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gathering votes
17
Ability to Edit User Signatures by CRM Admin (Expert User)
It would be very helpful if admins could edit user signatures. We utilize custom signatures and our users aren't always on point when it comes to inputting the signature we have provided for them to use.
16
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gathering votes
63
Globally Customize Users' Pipeline Columns
I would like to be able to change the default pipeline columns across my organization. I am always adding Vehicle, Trade vehicle, Source Description and Last Note to the pipe views.
7
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gathering votes
9
Manually Assign Salesperson on Duplicate Lead before Ignoring or Merging
When duplicates come in it would be nice to be able to assign a sales person to them before hitting the ignore button and having the sales person you manually entered stick and not be round robin'd to someone new. This has created a problem when assigning to new sales people when I already assigned them and the system is over riding my decision. Or it would be nice to mark a "duplicate" lead bad without having to hit the ignore button first or merge button first making it create a lead and assign a sales person
4
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gathering votes
6
Enter Employee Photos (User Profile Picture) As Expert User (Admin)
It would be great if the admins for the store could upload the employee's profile photo in their CRM profile for them.
6
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gathering votes
22
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