Customer Suggestion Portal

Ideas submitted here will be evaluated for upcoming releases of ProMax. Encourage your co-workers to vote on your issues!

Prospect activity report - compile on last contact date etc.

The issue I am having is that the prospect activity report only can be compiled by "original log date". A large portion of our customer are return guests over the past 20 years, so their log date does not reflect a person being an active customer. 

 

I am wanting to use the list to be able to see what vehicle stock numbers have a lot of interest or lack of interest to help determine how aggressive our price changes are. 

 

It would be extremely helpful if their was a way to filter by "last contact date" or "last date of change in desired vehicle" or "last inbound lead/text/call date".

 

A variety of compile methods could work on making this prospect tool even better. The main goal I am trying to accomplish is finding active customers on compile, which would then allow me to pair stock numbers to active customers. 

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  • Apr 17 2019
CRM
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