CRM: Manager View now Displays Salesperson Name

The CRM manager view now displays user name, rather than the user i.d.

In the Manager View, in the Detail Grid, each Salesperson’s Name now appears, rather than their User ID. This is helpful in larger Dealerships, who might have both a James Taylor and a Julie Taylor, or a Bud Light and a Bud Light Jr., or an I. Smith who goes by Butch Smith.

To observe this Display Improvement, the user will venture to G2.

In Sales> Launch CRM> left-click on the Manager View button, and notice that now each Salesperson is identified by their Name in the Owner column of the Detail Grid –see below:

Detail Grid- Manager View

How Summit RV Wins at Business Management Like a Major-League Team

As the company grew – they needed to play more like a team.
We sat down with James Bradley, second-generation owner of Summit RV, to learn their secrets.