CDK Global Customer Service Issues

Hello, my name is Joshua Ross from Trade In Valet. We provide lead services for dealer websites and integrate with various CRM systems to pass leads with salesperson details included in the XML file's Vendor section. This feature ensures leads are directly assigned to the respective employee. I have noticed that many of our shared clients use CDK CRM. I am curious if your CRM has a similar feature to assign leads. In the lead's XML file, we include the employee's DMS ID number (or their name/username for other CRMs) in the Vendor section. Below is an example snippet of the XML structure we use for lead assignments: - Dealer ID - AgentID (may contain the employee's ID number) - Vendor Name - Contact Details If CDK CRM supports lead assignment this way, could you please advise on the necessary settings and what should be entered in the Agent ID field to ensure leads go directly to the designated employee? Thank you.

I've been experiencing difficulties with the CTI receptionist system when transferring calls for customers to team members. When I attempt to transfer a call, it seems to only transfer my call from reception and not the customer's. The system also freezes often, preventing me from clicking the transfer button and managing the call by hanging up on the customer or taking them off hold.