Business owner: set handoff dropdown when status updates

Business owners miss vehicle handoffs when response status updates are overlooked, risking delayed pickups. It sets the board dropdown 'Need to give to customer' on DEALER CALLED so staff prep handoff.

Business owner: set handoff dropdown when status updates

Overview

Missed vehicle handoffs create delayed pickups and unhappy customers for business owners. This workflow turns a status change into a clear 'Need to give to customer' signal, eliminating missed handoffs and giving ops and sales a reliable cue to prepare vehicles.

Notable Features

  • Set dropdown on status change
  • Notify ops and sales staff
  • Prevent missed vehicle handoffs

Business owner: set handoff dropdown when status updates