I am on ADP CRM and we do not like it either, however I do know how to correct it from marking deals dead after 60 days...
Go to system administration and then go to locations. Click on the location you want to change this for (we have 6 locations so we changed it on all of them) and then click edit.
Once the page opens scroll down to the bottom of the page and you will see an area that says, "Update deal status to "Lost Sale" after XXX days of inactivity" We changed ours to say 365 days so deals that may still be working are not marked lost sale just because of inactivity...
Hope this is some help! We have been on the system for almost 1 year and are still struggling with it.
Good luck!
Go to system administration and then go to locations. Click on the location you want to change this for (we have 6 locations so we changed it on all of them) and then click edit.
Once the page opens scroll down to the bottom of the page and you will see an area that says, "Update deal status to "Lost Sale" after XXX days of inactivity" We changed ours to say 365 days so deals that may still be working are not marked lost sale just because of inactivity...
Hope this is some help! We have been on the system for almost 1 year and are still struggling with it.
Good luck!
Our dealership switched from Salesedge to ADP CRM at the beginning of the year. I have never been sooooo disappointed. ADP CRM is a complete joke. HATE IT! HATE IT! HATE IT!
. Their excuse is that there is a sort of "lag time" involved with the trickling down of information to the 3rd party sights. I went from sales to internet so a lot of this aspect of ILM and software is new to me. Has anyone else had a similar experience with ADP CRM and or dealerspecialties?