We have reps that want to mark that they have 'verified' the equipment in Sales Link but have no actual changes to submit to the gatekeeper. Adding a date verified field would allow the reps to record that they verified the ownership of the equipment.
Jessica Mayher
General Description
There are Four parts of the functionality:
1) Display the time and date and the user of who last edited the equipment record, triggered by any change made to the record
2) Manually confirm that the equipment record is current by updating the Date Verified field, which would update the field in DBS
3) Adding Date Verified to Automated Gatekeeper
4) Parallel work to add to SalesLink Flex
T-shirt Size: S - 1 Sprint (Possibly more with Mobile)
Who (is this for): The role within each dealership that is accountable for keeping Customer Machine Population records current. |
What (is it): Easy to use and see if the equipment records are up to date. |
Why (is this important): CQI metric for CAT |
When (would you use this): Every time you wanted to update or check the status of a customer machine record |
Where / How would you access it?: in SalesLink in the customer equipment population page |
Availability: The default status for all dealers will be: (On/Off)
Configurability: Dealers will be able to turn this On/Off themselves (True/False).
I am not sure why I received this email. I would like this functionality if its available, I know many members of our dealer has sent in a similar request that was never acted on.
Thank you,
Brad
My goal is to provide astonishing customer service. Did I earn a 10 today? Please share your feedback.
Brad Grove | Business Data Analyst/CRM Administrator | 215-756-6763
Foley Inc. 2975 Galloway Road, Bensalem, P A, 19020
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_http://www.foleyinc.com
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