We listen to our dealers when they make requests for enhancements. One that got brought to our attention was added security for the Lead Console and Deals tab. Dealers wanted the ability to restrict a salesperson to only see the deals that were assigned to them. We felt that this was a good suggestion and one that all dealers could benefit from so this morning we released the new Deal list and Lead security. We like to take the opportunity to add additional enhancements when we put out a new update so here are some things that were added as well:
Feature List
- Being able to assign a user to only see certain sales peoples' deals
- Added advanced search options under the Deal List
- Can save default filter settings for future settings like in inventory
- Can search in larger date range
- Can filter to view multiple deal types
- Can filter to view multiple deal statuses
- Can filter to view multiple sales peoples' deals
- Save setting to see up to 250 deals on one page
- Deal creation date has been added to the deal list next to the contract
date
- A new deal can be started from the Deal List
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