Request Demo See ROI Customer Portal

CRM: Unit Type Now Available on the Opportunity Grid

G2 – CRM

Opportunity/Looking For Detail Grid Needs Unit Type Displayed

It has been requested that a column for the Inventory Unit Type be made available to be included for custom views of the data in the Detail Grid for Opportunities. Unit Type can be very useful data in Opportunities and can be sorted in the grid.

This feature applies only to G2 CRM Users.

In G2 Sales> Launch CRM> Opportunities/Looking For, notice in the Detail Grid that there is now a column for Unit Type which can be sorted, if desired – see the example below:

Unit Type

© 2020 Integrated Dealer Systems
IDS | Constellation Dealership Software | Privacy | Terms | Sitemap

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement