Our customers are giving us feedback and we are answering the call. Some common pieces of feedback that we received in Sales CRM are:

“When I create a be-back, I lose the ability to track sales through traffic types because the traffic type turns into be-back.”

“Creating a prospect and adding traffic to that prospect is cumbersome and requires too many clicks. This is something that salespeople do many, many times a day.”

Through continuous conversations and requesting feedback from our customers, we have helped stream line the prospect, traffic and worksheet creation process through a new feature called Showroom Log.

You will also notice in the Traffic Log that there is a new button called Be-Back. On each piece of traffic, you can simply click on the Be-Back button to record a be-back. You will notice that there is no longer a be-back option showing up in the traffic type drop down. Click this link for more information on the Be-Back button

You will see these changes in the 9.51 version which will be released to all dealers on November 7th, 2023.