We have added the permission that allows users to mark Deals "Dead" in the CRM! With the introduction of this permission, we wanted to highlight how the permissions work and how to enable them in Store Settings > User Management for any specific user you choose.
The permission is called "Dead Deal Ability" and is located in the user's "Permissions" tab in User Management. Once you load the specific user's permissions, you will want to scroll to the "Deal Access" section. You should now see the permission and a drop-down for adjusting the user's permission for marking deals Dead in the CRM.
There are three different permission options to choose from:
Full Dead Deal Ability
Good Reason Dead Deal Ability
No Dead Deal Ability
Full Dead Deal Ability
Having this permission enabled, the specific user will be able to mark any deal "Dead" that they have access to without approval from a Manager, or Expert User. They will have the ability to choose any Dead Deal reason when marking the deals "Dead" in DriveCentric.
Good Dead Reason examples boxed in Green: Bought Elsewhere, No Agreement
Bad Dead Deal Reasons boxed in Red: Bad Contact Info, Test Lead
Good Reason Dead Deal Ability
Having this permission enabled, the specific user will only be able to mark deals "Dead" using the "Good Reasons" which are included in the metrics for reporting. We automatically remove the Bad Dead Deal options from the list and the user will not be able to select those options when marking their deals "Dead".
Ex. Bought Elsewhere, Financed Declined, No Agreement
No Dead Deal Ability
When the permission for marking deals "Dead" is set to this preference, the user will still see the icon "Dead" in the CRM, but will receive a notice when trying to mark the deal Dead:
For anyone that has this preference enabled in permissions, they would need to reach out to their Management Team to help mark the deal Dead in the CRM.
Remember, just because the deal is marked "Dead" does not mean we are hindered from contacting the customer in the future, scheduling future tasks, or adding notes in after the fact.
If you have any questions, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!