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

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